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
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
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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| Jeremey J Shepherd | Exclusive Duties N/A | Authorized On 1/7/2013 | Withdrawn On N/A |
| William McClenahan | Exclusive Duties N/A | Authorized On 1/7/2013 | Withdrawn On N/A |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
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.
Bill Text and History
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.
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.
Bill Text and History
For
Notification Date2/11/2014
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
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
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.
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 Date2/11/2014
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
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
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.
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
Against
Notification Date2/26/2014
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
Biennial budget bill treatment of matter relating to
Insurance
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
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
Development, drafting or introduction of a proposal relating to
long term care savings accounts
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.
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.
Development, drafting or introduction of a proposal relating to
administration of the office of the commissioner of insurance
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.
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.
Development, drafting or introduction of a proposal relating to
long term care partnership program
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.
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.
Development, drafting or introduction of a proposal relating to
Medicaid eligibility
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.
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.
Development, drafting or introduction of a proposal relating to
Draft OCI rule on annuity buyer's guide
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.
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.
Development, drafting or introduction of a proposal relating to
state investment fund for long term care
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.
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.
Development, drafting or introduction of a proposal relating to
long term care investment funds
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.
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.
Development, drafting or introduction of a proposal relating to
long term care partnerships
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.
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.
Development, drafting or introduction of a proposal relating to
state oversight of Health Insurance Exchanges
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.
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.
Development, drafting or introduction of a proposal relating to
Long Term Care insurance commissions.
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.
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.)
Other Matters
Includes time spent on:
- Gubernatorial nominations
- Matters on which the organization made no lobbying communication