Wisconsin Association of Insurance & Financial Advisors

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 or local government; agriculture; environment; taxation; regulation or business, finance or insurance, or other topics pertaining to the general public health or welfare.

CEO Name:
Susan K Linck
Executive Vice President

Contact
SL
Susan Linck
2702 International Ln Ste 207
Madison, WI 53704
(608) 244-3131
(608) 244-0476
info@naifawisconsin.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 1
Assembly Bill 1
state finances and appropriations. (FE)

Bill Text and History

None
Notification Date
3/25/2008
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.
Assembly Bill 47
Assembly Bill 47
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

None
Notification Date
2/14/2008
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.
Assembly Bill 107
Assembly Bill 107
relating to: creating a nonrefundable individual income tax credit for certain medical care insurance policy premiums.

Bill Text and History

None
Notification Date
4/16/2007
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.
Assembly Bill 213
Assembly Bill 213
relating to: a Long-Term Care Partnership Program.

Bill Text and History

None
Notification Date
3/27/2007
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.
Assembly Bill 501
Assembly Bill 501
relating to: insurance agent license requirements, revocations, and reinstatement and relicensing requirements, and granting rule-making authority.

Bill Text and History

2007 Wisconsin Act 169

None
Notification Date
12/26/2007
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.
Assembly Bill 542
Assembly Bill 542
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...

Bill Text and History

None
Notification Date
12/26/2007
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.
Senate Bill 47
Senate Bill 47
relating to: increasing the limit on policies issued by the state life insurance fund.

Bill Text and History

None
Notification Date
1/18/2008
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.
Senate Bill 181
Senate Bill 181
relating to: prohibiting an insurer from requiring a certain vendor for repairing a motor vehicle, requiring adjusters to inspect motor vehicle damage, and insurance payments for motor vehicle repair costs.

Bill Text and History

None
Notification Date
6/1/2007
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.
Senate Bill 259
Senate Bill 259
relating to: prohibiting the use of information in credit reports for issuing or setting premiums for motor vehicle or property insurance.

Bill Text and History

None
Notification Date
2/1/2008
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.
Senate Bill 272
Senate Bill 272
relating to: insurance agent license requirements, revocations, and reinstatement and relicensing requirements, and granting rule-making authority.

Bill Text and History

None
Notification Date
11/19/2007
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.
Senate Bill 294
Senate Bill 294
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority...

Bill Text and History

2007 Wisconsin Act 168

None
Notification Date
11/19/2007
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

Commission compensation limitations for proper long–term care policy replacements.
Agency Name
Insurance
Subject
Commission compensation limitations for proper long–term care policy replacements.
Scope Statement
Register Number: 555 (4/1/2002)
None
Notification Date
1/1/2007
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 2.07, replacement of life insurance or annuity contracts: disclosure requirements.
Agency Name
Insurance
Subject
Ins 2.07, replacement of life insurance or annuity contracts: disclosure requirements.
Scope Statement
Register Number: 568 (5/1/2003)
None
Notification Date
1/1/2007
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, senior protection in annuity transactions.
Agency Name
Insurance
Subject
Ins 2.18, senior protection in annuity transactions.
Scope Statement
Register Number: 568 (5/1/2003)
None
Notification Date
1/1/2007
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

Long Term Care Insurance and the implementation of Long Term Care Partnership Program pursuant to the Deficit Reduction Act of 2005
Development, drafting or introduction of a proposal relating to
Long Term Care Insurance and the implementation of Long Term Care Partnership Program pursuant to the Deficit Reduction Act of 2005

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
7/17/2008
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.

All health insurance policy legislation and regulation
Development, drafting or introduction of a proposal relating to
All health insurance policy legislation and regulation

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

All insurance agent legislation
Development, drafting or introduction of a proposal relating to
All insurance agent legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

All life insurance legislation
Development, drafting or introduction of a proposal relating to
All life insurance legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

All property and casualty insurance laws and regulations
Development, drafting or introduction of a proposal relating to
All property and casualty insurance laws and regulations

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2007
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.

All securities sales legislation
Development, drafting or introduction of a proposal relating to
All securities sales legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

Continuing education rules for insurance agents
Development, drafting or introduction of a proposal relating to
Continuing education rules for insurance agents

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/1/2007
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.

Individual medical account
Development, drafting or introduction of a proposal relating to
Individual medical account

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

Insurance replacement rules
Development, drafting or introduction of a proposal relating to
Insurance replacement rules

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/1/2007
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.

Investor-owned insurance
Development, drafting or introduction of a proposal relating to
Investor-owned insurance

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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.

Long-term care insurance regulations
Development, drafting or introduction of a proposal relating to
Long-term care insurance regulations

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/1/2007
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.

Mandated health care coverages
Development, drafting or introduction of a proposal relating to
Mandated health care coverages

Action Intended To Affect
Legislative Matter

Notification Date
1/1/2007
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

  2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
Total Lobbying Expenditures 2007
January - June
$7,032.07
2007
July - December
$4,152.08
2008
January - June
$4,234.84
2008
July - December
$2,771.60
Total $18,190.59
Total Hours Communicating 2007
January - June
7.20
2007
July - December
3.90
2008
January - June
10.80
2008
July - December
2.00
Total 23.90
Total Hours Other 2007
January - June
61.60
2007
July - December
43.00
2008
January - June
47.40
2008
July - December
39.00
Total 191.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: creating a nonrefundable individual income tax credit for certain medical care insurance policy premiums.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
2%
2008
January - June
2008
July - December
Total < 1%
relating to: a Long-Term Care Partnership Program.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
2%
2008
January - June
2008
July - December
Total < 1%
relating to: prohibiting an insurer from requiring a certain vendor for repairing a motor vehicle, requiring adjusters to inspect motor vehicle damage, and insurance payments for motor vehicle repair costs.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
6%
2008
January - June
2%
2008
July - December
Total 2%
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
4%
2008
January - June
2008
July - December
Total < 1%
relating to: the Interstate Insurance Product Regulation Compact, the Interstate Insurance Product Regulation Commission, filing insurance policy forms with the commissioner of insurance, suitability of annuity contracts, and granting rule-making authority.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
4%
2008
January - June
2008
July - December
Total < 1%
relating to: insurance agent license requirements, revocations, and reinstatement and relicensing requirements, and granting rule-making authority.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
5%
2008
January - June
2%
2008
July - December
Total 1%
relating to: insurance agent license requirements, revocations, and reinstatement and relicensing requirements, and granting rule-making authority.
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
5%
2008
January - June
2008
July - December
Total < 1%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
2%
2008
January - June
2008
July - December
Total < 1%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
3%
2008
January - June
2%
2008
July - December
Total 1%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
3%
2008
January - June
2008
July - December
20%
Total 5%

Topics Not Yet Assigned A Bill Or Rule Number

2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
2%
2008
January - June
2%
2008
July - December
30%
Total 7%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2%
2007
July - December
2%
2008
January - June
2%
2008
July - December
Total 2%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
3%
2007
July - December
5%
2008
January - June
2008
July - December
Total 2%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
4%
2007
July - December
2008
January - June
2008
July - December
Total 1%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
4%
2007
July - December
2%
2008
January - June
2008
July - December
Total 2%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
5%
2007
July - December
6%
2008
January - June
2%
2008
July - December
Total 3%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
5%
2007
July - December
5%
2008
January - June
66%
2008
July - December
10%
Total 22%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
6%
2007
July - December
2%
2008
January - June
2%
2008
July - December
Total 3%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
15%
2007
July - December
12%
2008
January - June
2%
2008
July - December
Total 8%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
20%
2007
July - December
23%
2008
January - June
6%
2008
July - December
10%
Total 15%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
22%
2007
July - December
5%
2008
January - June
2%
2008
July - December
Total 9%
2007
January - June
2007
July - December
2008
January - June
2008
July - December
Total
2007
January - June
2007
July - December
2008
January - June
10%
2008
July - December
30%
Total 8%

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures