National Association of Insurance & Financial Advisors (NAIFA) Wisconsin

Registered Principal Details

Business Or Interest:
Life, health and multiple line insurance agents.

Lobbying Interests:
Any function or activity of any branch, department or phase of state government; taxation; regulation of business, finance or insurance, or other topics pertaining to the general subject of insurance, insurance products, agents, companies or securities products, financial products, the sale or marketing thereof.

CEO Name:
Michele Clarke
Executive Director

Contact
MC
Michele Clarke
409 Washington St., STE A
Cedar Falls, IA 50613
(866) 619-5580
info@naifawisconsin.org
http://www.naifawisconsin.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Jeremey J Shepherd Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A
William McClenahan Exclusive Duties N/A Authorized On 1/7/2013 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 736
Assembly Bill 736
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.

Bill Text and History

For
Notification Date
2/11/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 581
Senate Bill 581
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.

Bill Text and History

2013 Wisconsin Act 278

For
Notification Date
2/11/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 611
Senate Bill 611
Relating to: creation of a private retirement security plan and making appropriations. (FE)

Bill Text and History

Against
Notification Date
2/26/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
4/1/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Comments
regulation of navigators

Topics Not Yet Assigned A Bill Or Rule Number

long term care savings accounts
Development, drafting or introduction of a proposal relating to
long term care savings accounts

Action Intended To Affect
Legislative matter

Notification Date
12/16/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

administration of the office of the commissioner of insurance
Development, drafting or introduction of a proposal relating to
administration of the office of the commissioner of insurance

Action Intended To Affect
Legislative matter

Notification Date
12/16/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

long term care partnership program
Development, drafting or introduction of a proposal relating to
long term care partnership program

Action Intended To Affect
Both Legislative matter and rule

Notification Date
12/16/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Medicaid eligibility
Development, drafting or introduction of a proposal relating to
Medicaid eligibility

Action Intended To Affect
Legislative matter

Notification Date
12/16/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Draft OCI rule on annuity buyer's guide
Development, drafting or introduction of a proposal relating to
Draft OCI rule on annuity buyer's guide

Action Intended To Affect
Rule (by a state agency)

Notification Date
10/14/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

state investment fund for long term care
Development, drafting or introduction of a proposal relating to
state investment fund for long term care

Action Intended To Affect
Legislative matter

Notification Date
8/12/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

long term care investment funds
Development, drafting or introduction of a proposal relating to
long term care investment funds

Action Intended To Affect
Legislative matter

Notification Date
6/25/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

long term care partnerships
Development, drafting or introduction of a proposal relating to
long term care partnerships

Action Intended To Affect
Both Legislative matter and rule

Notification Date
6/25/2014
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

state oversight of Health Insurance Exchanges
Development, drafting or introduction of a proposal relating to
state oversight of Health Insurance Exchanges

Action Intended To Affect
Both Legislative matter and rule

Notification Date
2/10/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Long Term Care insurance commissions.
Development, drafting or introduction of a proposal relating to
Long Term Care insurance commissions.

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/17/2013
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
Total Lobbying Expenditures 2013
January - June
$14,720.16
2013
July - December
$21,610.07
2014
January - June
$21,000.00
2014
July - December
$21,000.00
Total $78,330.23
Total Hours Communicating 2013
January - June
16.30
2013
July - December
24.80
2014
January - June
21.80
2014
July - December
16.50
Total 79.40
Total Hours Other 2013
January - June
145.35
2013
July - December
104.55
2014
January - June
106.20
2014
July - December
103.10
Total 459.20

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
25%
2014
July - December
Total 6%
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
25%
2014
July - December
Total 6%

Budget Bill Subjects

2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
40%
2013
July - December
2014
January - June
2014
July - December
Total 12%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
20%
2013
July - December
25%
2014
January - June
2014
July - December
5%
Total 13%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
20%
2013
July - December
55%
2014
January - June
2014
July - December
Total 19%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
20%
2014
July - December
Total 5%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2014
July - December
5%
Total 1%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2014
July - December
10%
Total 2%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2014
July - December
10%
Total 2%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2014
July - December
15%
Total 3%
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
2014
January - June
2014
July - December
25%
Total 6%

Minor Efforts

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

Minor Efforts
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
10%
2013
July - December
2014
January - June
10%
2014
July - December
10%
Total 8%

Other Matters

Includes time spent on:

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

Other Matters
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
10%
2013
July - December
20%
2014
January - June
20%
2014
July - December
20%
Total 17%

Filed Statements of Lobbying Activity and Expenditures