Northwestern Mutual

Registered Principal Details

Business Or Interest:
For more than 150 years, Northwestern Mutual has helped its policyowners and clients achieve financial security. The company offers insurance, investment products and advisory services to help people in the areas of financial protection, wealth accumulation, and estate preservation and distribution. Whether clients seek personal financial security or security for their business or estate, Northwestern Mutual offers an array of solutions, including permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services, mutual funds and advisory services.

Lobbying Interests:
Legislation regarding our products and services including permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities.

CEO Name:
John Schlifske
Director - State Relations

Contact
SC
Susan Callanan
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-8417
(414) 625-8417
susancallanan@northwesternmutual.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Susan Callanan Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A
Timothy J Elverman Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A
Gregory Hubbard Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A
Tony Langenohl Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A
William J McCoshen Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A
AJ Wilson Exclusive Duties N/A Authorized On 1/1/2011 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 129
Assembly Bill 129
Relating to: creation of the Wisconsin Venture Capital Authority, creation of the badger jobs fund and the jobs now fund certification program, both of which are to be administered by the Wisconsin Venture Capital Authority, making an appropriation, and pr...

Bill Text and History

Other
Notification Date
7/16/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Administrative Rulemaking Proceedings

Ins 2.08, retained asset accounts for life insurance death benefit proceeds.
Agency Name
Insurance
Subject
Ins 2.08, retained asset accounts for life insurance death benefit proceeds.
Scope Statement
Register Number: 658 (10/15/2010)
None
Notification Date
2/18/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Ins 2.18, life settlements and affecting small business.
Agency Name
Insurance
Subject
Ins 2.18, life settlements and affecting small business.
Scope Statement
Register Number: 653 (6/1/2010)
None
Notification Date
2/18/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Ins 2.81, use of the 2001 CSO Preferred Class Structure Mortality Table in determining reserve liabilities.
Agency Name
Insurance
Subject
Ins 2.81, use of the 2001 CSO Preferred Class Structure Mortality Table in determining reserve liabilities.
Scope Statement
Register Number: 644 (9/1/2009)
Clearinghouse Rule: CR 10-026
For
Notification Date
1/1/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Ins 6.05 and 6.07, filing of insurance forms and insurance policy language simplification and affecting small business.
Agency Name
Insurance
Subject
Ins 6.05 and 6.07, filing of insurance forms and insurance policy language simplification and affecting small business.
Scope Statement
Register Number: 646 (10/15/2009)
Clearinghouse Rule: CR 10-076
Other
Notification Date
1/1/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Development, drafting or introduction of a proposal relating to rules for insurance company investments.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to rules for insurance company investments.

Action Intended To Affect
Rule (by a state agency)

Notification Date
8/30/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal relating to rules guiding long term care insurance producer compensation.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to rules guiding long term care insurance producer compensation.

Action Intended To Affect
Rule (by a state agency)

Notification Date
8/30/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of a proposal relating to statutory creditor exemption limitations.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to statutory creditor exemption limitations.

Action Intended To Affect
Legislative Matter

Notification Date
8/30/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Development, drafting or introduction of an OCI technical bill, relating to regulation of insurance companies.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of an OCI technical bill, relating to regulation of insurance companies.

Action Intended To Affect
Legislative Matter

Notification Date
7/16/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
Development, drafting or introduction of a proposal relating to
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).

Action Intended To Affect
Legislative Matter

Notification Date
3/3/2011
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
Total Lobbying Expenditures 2011
January - June
$50,766.64
2011
July - December
$50,970.85
2012
January - June
$44,200.44
2012
July - December
$61,999.24
Total $207,937.17
Total Hours Communicating 2011
January - June
24.75
2011
July - December
21.00
2012
January - June
12.25
2012
July - December
19.50
Total 77.50
Total Hours Other 2011
January - June
43.25
2011
July - December
49.75
2012
January - June
29.50
2012
July - December
102.75
Total 225.25

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
5%
2011
July - December
30%
2012
January - June
2012
July - December
Total 8%

Topics Not Yet Assigned A Bill Or Rule Number

2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
30%
2011
July - December
2012
January - June
2012
July - December
Total 7%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
20%
2012
January - June
2012
July - December
Total 5%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
30%
2012
January - June
20%
2012
July - December
25%
Total 20%
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
2011
July - December
2012
January - June
20%
2012
July - December
25%
Total 13%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
15%
2011
July - December
20%
2012
January - June
20%
2012
July - December
25%
Total 21%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2011
January - June
2011
July - December
2012
January - June
2012
July - December
Total
2011
January - June
50%
2011
July - December
2012
January - June
40%
2012
July - December
25%
Total 27%

Filed Statements of Lobbying Activity and Expenditures