Wisconsin Council of Life Insurers
Registered Principal Details
Business Or Interest:
Life insurance.
Lobbying Interests:
WI Stats. 600 - 655 and insurance rules.
CEO Name:
Susan Callanan
Partner
Life insurance.
Lobbying Interests:
WI Stats. 600 - 655 and insurance rules.
CEO Name:
Susan Callanan
Partner
Contact
CO
Connie O'Connell
10 East Doty Street, Suite 621
Madison, WI 53703
(608) 251-1542
(608) 251-1996
coconnell@parrettoconnell.com
10 East Doty Street, Suite 621
Madison, WI 53703
(608) 251-1542
(608) 251-1996
coconnell@parrettoconnell.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| Connie O'Connell | Exclusive Duties N/A | Authorized On 1/14/2013 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 735
Relating to: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related informati...
Bill Text and History
2/10/2014
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: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related informati...
Bill Text and History
For
Notification Date2/10/2014
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.
Assembly Bill 736
Relating to: rule-making procedures and modifying and creating administrative rules related to long-term care insurance.
Bill Text and History
2/10/2014
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 Date2/10/2014
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.
Assembly Bill 808
Relating to: authorizing out-of-state risk retention groups to provide health care liability insurance. (FE)
Bill Text and History
2/27/2014
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: authorizing out-of-state risk retention groups to provide health care liability insurance. (FE)
Bill Text and History
Other
Notification Date2/27/2014
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 152
Relating to: exemption from regulation for certain annuities and providing a penalty. (FE)
Bill Text and History
2013 Wisconsin Act 271
5/6/2013
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
SB152 does not impact the types of annuities offered by life insurers.
Relating to: exemption from regulation for certain annuities and providing a penalty. (FE)
Bill Text and History
2013 Wisconsin Act 271
Other
Notification Date5/6/2013
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
SB152 does not impact the types of annuities offered by life insurers.
Senate Bill 292
Relating to: electronic delivery by property and casualty insurers of notices and documents.
Bill Text and History
10/7/2013
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
Support amendment to expand applicability to include companies that offer life insurance products.
Relating to: electronic delivery by property and casualty insurers of notices and documents.
Bill Text and History
For
Notification Date10/7/2013
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
Support amendment to expand applicability to include companies that offer life insurance products.
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
2/10/2014
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 Date2/10/2014
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 582
Relating to: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related informati...
Bill Text and History
2013 Wisconsin Act 279
2/10/2014
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: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related informati...
Bill Text and History
2013 Wisconsin Act 279
For
Notification Date2/10/2014
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
Health Services: Medical Assistance and Related Programs -- Administration
Health Services: Medical Assistance and Related Programs -- Administration
Notification Date
9/19/2013
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
Oppose changes to the definition of financial institution for DHS financial record data match
9/19/2013
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
Oppose changes to the definition of financial institution for DHS financial record data match
Administrative Rulemaking Proceedings
Agency Name
Insurance
Subject
Holding company reporting requirements for insurers and affecting small businesses.
Scope Statement
Register Number: 695 (12/1/2013)
7/24/2014
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.
Insurance
Subject
Holding company reporting requirements for insurers and affecting small businesses.
Scope Statement
Register Number: 695 (12/1/2013)
None
Notification Date7/24/2014
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.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Proposals relating to reorganization of the Office of the Commissioner of Insurance
Proposals relating to reorganization of the Office of the Commissioner of Insurance
Action Intended To Affect
Legislative matter
Notification Date
12/29/2014
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
12/29/2014
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
Annuity Mortality Table
Annuity Mortality Table
Action Intended To Affect
Rule (by a state agency)
Notification Date
7/24/2014
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
7/24/2014
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 of legislation and rules to adopt NAIC model holding company provisions and Owned Risk Solvency Assessment
Development, drafting or introduction of a proposal relating to
Development of legislation and rules to adopt NAIC model holding company provisions and Owned Risk Solvency Assessment
Development of legislation and rules to adopt NAIC model holding company provisions and Owned Risk Solvency Assessment
Action Intended To Affect
Both Legislative matter and rule
Notification Date
7/9/2013
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
7/9/2013
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 of legislation or rule related to commissions paid for the sale of long term care insurance
Development, drafting or introduction of a proposal relating to
Development of legislation or rule related to commissions paid for the sale of long term care insurance
Development of legislation or rule related to commissions paid for the sale of long term care insurance
Action Intended To Affect
Both Legislative matter and rule
Notification Date
7/9/2013
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
7/9/2013
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
Draft of Life Claims Settlement Statute
Draft of Life Claims Settlement Statute
Action Intended To Affect
Legislative matter
Notification Date
7/9/2013
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.
Legislative matter
Notification Date
7/9/2013
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
Legislation regulating certificates of insurance
Legislation regulating certificates of insurance
Action Intended To Affect
Legislative matter
Notification Date
5/13/2013
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.
Legislative matter
Notification Date
5/13/2013
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
Legislation relating to employer access to social media
Legislation relating to employer access to social media
Action Intended To Affect
Legislative matter
Notification Date
5/13/2013
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.
Legislative matter
Notification Date
5/13/2013
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
Legislation related to netting of qualified financial contracts.
Legislation related to netting of qualified financial contracts.
Action Intended To Affect
Legislative matter
Notification Date
1/22/2013
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.
Legislative matter
Notification Date
1/22/2013
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 $9,060.52 |
2013 July - December $43,421.00 |
2014 January - June $27,070.00 |
2014 July - December $8,587.00 |
Total $88,138.52 |
| Total Hours Communicating | 2013 January - June 3.60 |
2013 July - December 22.00 |
2014 January - June 23.30 |
2014 July - December 6.70 |
Total 55.60 |
| Total Hours Other | 2013 January - June 8.80 |
2013 July - December 58.60 |
2014 January - June 48.80 |
2014 July - December 23.70 |
Total 139.90 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
Relating to: exemption from regulation for certain annuities and providing a penalty. (FE)
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June 6% |
2013 July - December 1% |
2014 January - June |
2014 July - December |
Total 1% |
Relating to: electronic delivery by property and casualty insurers of notices and documents.
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December 4% |
2014 January - June |
2014 July - December |
Total 2% |
Relating to: authorizing out-of-state risk retention groups to provide health care liability insurance. (FE)
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December |
2014 January - June 3% |
2014 July - December |
Total 1% |
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 5% |
2014 July - December |
Total 2% |
Relating to: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related information, granting rule-making authority, and providing a penalty. (FE)
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December |
2014 January - June 7% |
2014 July - December |
Total 3% |
Relating to: own risk and solvency assessments, supervisory colleges, consolidated hearings for mergers of insurance companies, proxy voting by mutual policyholders, a presumption and exceptions with respect to the disclosure of insurance-related information, granting rule-making authority, and providing a penalty. (FE)
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December |
2014 January - June 10% |
2014 July - December |
Total 4% |
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 15% |
2014 July - December |
Total 6% |
Budget Bill Subjects
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December 10% |
2014 January - June |
2014 July - December |
Total 4% |
Administrative Rulemaking Proceedings
| 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 8% |
Total 1% |
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 4% |
2013 July - December |
2014 January - June |
2014 July - December |
Total < 1% |
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June 23% |
2013 July - December 10% |
2014 January - June 2% |
2014 July - December 42% |
Total 13% |
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June 38% |
2013 July - December 5% |
2014 January - June |
2014 July - December |
Total 4% |
Development of legislation or rule related to commissions paid for the sale of long term care insurance
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December 25% |
2014 January - June 19% |
2014 July - December |
Total 17% |
Development of legislation and rules to adopt NAIC model holding company provisions and Owned Risk Solvency Assessment
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December 40% |
2014 January - June 35% |
2014 July - December |
Total 29% |
| 2013 January - June |
2013 July - December |
2014 January - June |
2014 July - December |
Total |
|---|---|---|---|---|
| 2013 January - June |
2013 July - December |
2014 January - June 1% |
2014 July - December 4% |
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 6% |
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 31% |
Total 5% |
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