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

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

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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Jeremey J Shepherd Exclusive Duties N/A Authorized On 12/10/2014 Withdrawn On N/A
William McClenahan Exclusive Duties N/A Authorized On 12/10/2014 Withdrawn On N/A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
Assembly Bill 70
Relating to: creation of a private retirement security plan and making appropriations. (FE)

Bill Text and History

Against
Notification Date
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.
Assembly Bill 248
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

None
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.
Assembly Bill 251
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

Other
Notification Date
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
Assembly Bill 361
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

Against
Notification Date
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.
Senate Bill 45
Senate Bill 45
Relating to: creation of a private retirement security plan and making appropriations. (FE)

Bill Text and History

Against
Notification Date
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.
Senate Bill 168
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

Other
Notification Date
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
Senate Bill 278
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

Against
Notification Date
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.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
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.

Topics Not Yet Assigned A Bill Or Rule Number

life insurer use of death master file
Development, drafting or introduction of a proposal relating to
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.

tax treatment of long term care insurance premiums and retirement accounts
Development, drafting or introduction of a proposal relating to
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.

financial literacy and education programs
Development, drafting or introduction of a proposal relating to
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.

state retirement system for non-public employees
Development, drafting or introduction of a proposal relating to
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.

potential merger of the Commissioner of Insurance with other state agencies
Development, drafting or introduction of a proposal relating to
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.

Medicaid eligibillity
Development, drafting or introduction of a proposal relating to
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.

long term care partnership program
Development, drafting or introduction of a proposal relating to
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.

long term care savings accounts
Development, drafting or introduction of a proposal relating to
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.

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.)

Minor Efforts
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
10%
2016
January - June
2016
July - December
20%
Total 7%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
25%
2016
January - June
5%
2016
July - December
15%
Total 11%

Filed Statements of Lobbying Activity and Expenditures