NAIFA-Wisconsin, Inc
Registered Principal Details
Business Or Interest:
Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors. This may include budget/tax areas relating to these industries. Long-term care, health insurance, retirement planning are additional issues that would be of interest to us.
CEO Name:
Michele Clarke
Executive Director
Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors. This may include budget/tax areas relating to these industries. Long-term care, health insurance, retirement planning are additional issues that would be of interest to us.
CEO Name:
Michele Clarke
Executive Director
Contact
MGC
Michele Grassley Clarke
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x304
(703) 621-3795
info@naifawisconsin.org
http://www.naifawisconsin.org
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x304
(703) 621-3795
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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| Jeremey J Shepherd | Exclusive Duties N/A | Authorized On 12/10/2014 | Withdrawn On N/A |
| William McClenahan | Exclusive Duties N/A | Authorized On 12/10/2014 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 70
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
10/13/2015
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 Date10/13/2015
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 248
Relating to: incorporating financial literacy in public schools' curriculum and statewide standardized examinations and requiring that it be covered during orientation programs at the University of Wisconsin System and the technical colleges. (FE)
Bill Text and History
6/2/2015
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: incorporating financial literacy in public schools' curriculum and statewide standardized examinations and requiring that it be covered during orientation programs at the University of Wisconsin System and the technical colleges. (FE)
Bill Text and History
None
Notification Date6/2/2015
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 251
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
Bill Text and History
2/15/2016
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
NAIFA supports an exemption from this bill for OCI rules
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
Bill Text and History
Other
Notification Date2/15/2016
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
NAIFA supports an exemption from this bill for OCI rules
Assembly Bill 361
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
Bill Text and History
10/29/2015
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
Insurance agents already offer products that meet the needs of municipalities. AB 361 creates an unneeded new government program and interferes with the private sector marketplace.
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
Bill Text and History
Against
Notification Date10/29/2015
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
Insurance agents already offer products that meet the needs of municipalities. AB 361 creates an unneeded new government program and interferes with the private sector marketplace.
Senate Bill 45
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
10/13/2015
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 Date10/13/2015
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 168
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
Bill Text and History
2/15/2016
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
NAIFA supports an exemption from this bill for OCI rules
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
Bill Text and History
Other
Notification Date2/15/2016
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
NAIFA supports an exemption from this bill for OCI rules
Senate Bill 278
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
Bill Text and History
10/29/2015
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
Insurance agents already offer products that meet the needs of municipalities. AB 361 creates an unneeded new government program and interferes with the private sector marketplace.
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
Bill Text and History
Against
Notification Date10/29/2015
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
Insurance agents already offer products that meet the needs of municipalities. AB 361 creates an unneeded new government program and interferes with the private sector marketplace.
Budget Bill Subjects
Biennial budget bill treatment of matter relating to
Insurance
Insurance
Notification Date
3/5/2015
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.
3/5/2015
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
life insurer use of death master file
life insurer use of death master file
Action Intended To Affect
Legislative matter
Notification Date
8/12/2016
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
8/12/2016
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
tax treatment of long term care insurance premiums and retirement accounts
tax treatment of long term care insurance premiums and retirement accounts
Action Intended To Affect
Legislative matter
Notification Date
3/23/2016
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
3/23/2016
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
financial literacy and education programs
financial literacy and education programs
Action Intended To Affect
Legislative matter
Notification Date
6/2/2015
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
6/2/2015
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 retirement system for non-public employees
state retirement system for non-public employees
Action Intended To Affect
Legislative matter
Notification Date
2/5/2015
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
2/5/2015
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
potential merger of the Commissioner of Insurance with other state agencies
potential merger of the Commissioner of Insurance with other state agencies
Action Intended To Affect
Legislative matter
Notification Date
1/19/2015
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
1/19/2015
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 eligibillity
Medicaid eligibillity
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
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.
Total Lobbying Effort
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2015 January - June $21,000.00 |
2015 July - December $24,000.00 |
2016 January - June $24,000.00 |
2016 July - December $24,000.00 |
Total $93,000.00 |
| Total Hours Communicating | 2015 January - June 12.20 |
2015 July - December 16.80 |
2016 January - June 19.30 |
2016 July - December 12.50 |
Total 60.80 |
| Total Hours Other | 2015 January - June 94.60 |
2015 July - December 96.80 |
2016 January - June 94.30 |
2016 July - December 94.70 |
Total 380.40 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
Relating to: incorporating financial literacy in public schools' curriculum and statewide standardized examinations and requiring that it be covered during orientation programs at the University of Wisconsin System and the technical colleges. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 15% |
2015 July - December 30% |
2016 January - June 20% |
2016 July - December |
Total 17% |
Relating to: creation of a private retirement security plan and making appropriations. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 10% |
2016 January - June 5% |
2016 July - December |
Total 4% |
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 10% |
2016 January - June 20% |
2016 July - December |
Total 8% |
Relating to: authorizing local government employees to participate in ancillary insurance coverage programs offered by the Group Insurance Board to state employees. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 15% |
2016 January - June 10% |
2016 July - December |
Total 6% |
Budget Bill Subjects
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 20% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 5% |
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 5% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 1% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 5% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 1% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 10% |
2015 July - December |
2016 January - June |
2016 July - December 30% |
Total 10% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 10% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 2% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 15% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 4% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 20% |
2015 July - December |
2016 January - June 30% |
2016 July - December 20% |
Total 17% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June 10% |
2016 July - December |
Total 3% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December 15% |
Total 4% |
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