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

Contact
CO
Connie O'Connell
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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Connie O'Connell Exclusive Duties N/A Authorized On 1/14/2013 Withdrawn On N/A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
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

For
Notification Date
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.
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
2/10/2014
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
Assembly Bill 808
Relating to: authorizing out-of-state risk retention groups to provide health care liability insurance. (FE)

Bill Text and History

Other
Notification Date
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.
Senate Bill 152
Senate Bill 152
Relating to: exemption from regulation for certain annuities and providing a penalty. (FE)

Bill Text and History

2013 Wisconsin Act 271

Other
Notification Date
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.
Senate Bill 292
Senate Bill 292
Relating to: electronic delivery by property and casualty insurers of notices and documents.

Bill Text and History

For
Notification Date
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.
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
2/10/2014
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
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

For
Notification Date
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.

Budget Bill Subjects

Health Services: Medical Assistance and Related Programs -- Administration
Biennial budget bill treatment of matter relating to
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

Administrative Rulemaking Proceedings

Holding company reporting requirements for insurers and affecting small businesses.
Agency Name
Insurance

Subject
Holding company reporting requirements for insurers and affecting small businesses.

Register Number: 695 (12/1/2013)
None
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.

Topics Not Yet Assigned A Bill Or Rule Number

Proposals relating to reorganization of the Office of the Commissioner of Insurance
Development, drafting or introduction of a proposal relating to
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.

Annuity Mortality Table
Development, drafting or introduction of a proposal relating to
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.

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

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.

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

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.

Draft of Life Claims Settlement Statute
Development, drafting or introduction of a proposal relating to
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.

Legislation regulating certificates of insurance
Development, drafting or introduction of a proposal relating to
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.

Legislation relating to employer access to social media
Development, drafting or introduction of a proposal relating to
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.

Legislation related to netting of qualified financial contracts.
Development, drafting or introduction of a proposal relating to
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.

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 %
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 %
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.)

Minor Efforts
2013
January - June
2013
July - December
2014
January - June
2014
July - December
Total
2013
January - June
2013
July - December
5 %
2014
January - June
3 %
2014
July - December
9 %
Total 5 %

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
29 %
2013
July - December
2014
January - June
2014
July - December
Total 2 %

Filed Statements of Lobbying Activity and Expenditures