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 615
Madison, WI 53703
(608) 251-1542
(608) 251-1996
coconnell@parrettoconnell.com
10 East Doty Street, Suite 615
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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| Connie O'Connell | Exclusive Duties N/A | Authorized On 1/5/2015 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
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
1/28/2016
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
The Wisconsin Council of Life Insurers supports adoption of Assembly Amendment 9 (sponsored by Representative Rodriguez ) to AB 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 Date1/28/2016
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
The Wisconsin Council of Life Insurers supports adoption of Assembly Amendment 9 (sponsored by Representative Rodriguez ) to AB 251.
Assembly Bill 420
Relating to: various miscellaneous changes to the insurance statutes and granting rule-making authority.
Bill Text and History
10/20/2015
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: various miscellaneous changes to the insurance statutes and granting rule-making authority.
Bill Text and History
For
Notification Date10/20/2015
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 517
Relating to: reporting crimes and other incidents that occur on school property, on school transportation, and at school sanctioned events and granting rule-making authority. (FE)
Bill Text and History
1/12/2016
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.
Relating to: reporting crimes and other incidents that occur on school property, on school transportation, and at school sanctioned events and granting rule-making authority. (FE)
Bill Text and History
None
Notification Date1/12/2016
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.
Assembly Bill 668
Relating to: rights under certain agreements or qualified financial contracts.
Bill Text and History
2015 Wisconsin Act 326
1/12/2016
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.
Relating to: rights under certain agreements or qualified financial contracts.
Bill Text and History
2015 Wisconsin Act 326
For
Notification Date1/12/2016
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.
Senate Bill 45
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
12/3/2015
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
None
Notification Date12/3/2015
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
1/28/2016
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
WCLI 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 Date1/28/2016
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
WCLI supports an exemption from this bill for OCI rules.
Senate Bill 287
Relating to: various miscellaneous changes to the insurance statutes and granting rule-making authority.
Bill Text and History
2015 Wisconsin Act 90
10/20/2015
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: various miscellaneous changes to the insurance statutes and granting rule-making authority.
Bill Text and History
2015 Wisconsin Act 90
For
Notification Date10/20/2015
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 537
Relating to: rights under certain agreements or qualified financial contracts.
Bill Text and History
1/12/2016
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.
Relating to: rights under certain agreements or qualified financial contracts.
Bill Text and History
For
Notification Date1/12/2016
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.
Administrative Rulemaking Proceedings
Agency Name
Insurance
Subject
2012 individual annuity reserving mortality table. SS 086-14
Scope Statement
Register Number: 705 (9/15/2014)
1/8/2015
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.
Insurance
Subject
2012 individual annuity reserving mortality table. SS 086-14
Scope Statement
Register Number: 705 (9/15/2014)
For
Notification Date1/8/2015
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.
Agency Name
Insurance
Subject
Annuity benefit solicitation. SS 082-14
Scope Statement
Register Number: 705 (9/15/2014)
1/8/2015
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.
Insurance
Subject
Annuity benefit solicitation. SS 082-14
Scope Statement
Register Number: 705 (9/15/2014)
None
Notification Date1/8/2015
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.
Agency Name
Insurance
Subject
Holding company reporting requirements for insurers and affecting small businesses.
Scope Statement
Register Number: 695 (12/1/2013)
1/8/2015
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.
Insurance
Subject
Holding company reporting requirements for insurers and affecting small businesses.
Scope Statement
Register Number: 695 (12/1/2013)
None
Notification Date1/8/2015
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.
Agency Name
Office of the Commissioner of Insurance (Ins)
Subject
Changes to the annual privacy notice requirement
Scope Statement
SS 105_16
11/17/2016
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.
Office of the Commissioner of Insurance (Ins)
Subject
Changes to the annual privacy notice requirement
Scope Statement
SS 105_16
For
Notification Date11/17/2016
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.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Legislation modifying Wisconsin's unfair inducement law.
Legislation modifying Wisconsin's unfair inducement law.
Action Intended To Affect
Legislative matter
Notification Date
7/15/2016
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.
Legislative matter
Notification Date
7/15/2016
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.
Development, drafting or introduction of a proposal relating to
Legislation related to Wisconsin's unclaimed property statutes.
Legislation related to Wisconsin's unclaimed property statutes.
Action Intended To Affect
Legislative matter
Notification Date
7/15/2016
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.
Legislative matter
Notification Date
7/15/2016
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.
Development, drafting or introduction of a proposal relating to
Legislation or rules adopting the NAIC Corporate Governance Model.
Legislation or rules adopting the NAIC Corporate Governance Model.
Action Intended To Affect
Both Legislative matter and rule
Notification Date
7/15/2016
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.
Both Legislative matter and rule
Notification Date
7/15/2016
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.
Development, drafting or introduction of a proposal relating to
An OCI technical bill, relating to regulation of insurance companies.
An OCI technical bill, relating to regulation of insurance companies.
Action Intended To Affect
Rule (by a state agency)
Notification Date
9/11/2015
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.
Rule (by a state agency)
Notification Date
9/11/2015
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.
Legislation adopting National Association of Insurance Commissioners Insurer Receivership Model Act Section 711 regarding the qualified financial contracts of insurers.
Development, drafting or introduction of a proposal relating to
Legislation adopting National Association of Insurance Commissioners Insurer Receivership Model Act Section 711 regarding the qualified financial contracts of insurers.
Legislation adopting National Association of Insurance Commissioners Insurer Receivership Model Act Section 711 regarding the qualified financial contracts of insurers.
Action Intended To Affect
Legislative matter
Notification Date
9/11/2015
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
9/11/2015
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
OCI Omnibus Technical bill
OCI Omnibus Technical bill
Action Intended To Affect
Both Legislative matter and rule
Notification Date
7/21/2015
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.
Both Legislative matter and rule
Notification Date
7/21/2015
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
Legislation relating to taxation of insurance companies
Legislation relating to taxation of insurance companies
Action Intended To Affect
Legislative matter
Notification Date
1/26/2015
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
1/26/2015
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
INS 2.13 Disclosure requirements for life insurance and annuity contracts
INS 2.13 Disclosure requirements for life insurance and annuity contracts
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/26/2015
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.
Rule (by a state agency)
Notification Date
1/26/2015
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
NAIC Credit for Reinsurance Model Regulation
NAIC Credit for Reinsurance Model Regulation
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/26/2015
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.
Rule (by a state agency)
Notification Date
1/26/2015
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
Draft legislation creating a long term care investment fund
Draft legislation creating a long term care investment fund
Action Intended To Affect
Legislative matter
Notification Date
1/26/2015
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
1/26/2015
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
Legislation creating a long-term care investment fund.
Legislation creating a long-term care investment fund.
Action Intended To Affect
Legislative matter
Notification Date
1/8/2015
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
1/8/2015
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
Changes to Wisconsin law regarding standard valuation provisions and standard nonforfeiture law
Changes to Wisconsin law regarding standard valuation provisions and standard nonforfeiture law
Action Intended To Affect
Legislative matter
Notification Date
1/8/2015
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
1/8/2015
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 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
1/7/2015
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.
Both Legislative matter and rule
Notification Date
1/7/2015
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
Annuity Mortality Table
Annuity Mortality Table
Action Intended To Affect
Rule (by a state agency)
Notification Date
1/7/2015
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.
Rule (by a state agency)
Notification Date
1/7/2015
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
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
1/7/2015
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
1/7/2015
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.
Total Lobbying Effort
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2015 January - June $27,502.86 |
2015 July - December $25,736.00 |
2016 January - June $22,850.00 |
2016 July - December $3,265.87 |
Total $79,354.73 |
| Total Hours Communicating | 2015 January - June 22.80 |
2015 July - December 20.10 |
2016 January - June 16.90 |
2016 July - December 5.00 |
Total 64.80 |
| Total Hours Other | 2015 January - June 48.80 |
2015 July - December 59.50 |
2016 January - June 51.30 |
2016 July - December 13.40 |
Total 173.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
Relating to: various miscellaneous changes to the insurance statutes and granting rule-making authority.
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 1% |
2016 January - June |
2016 July - December |
Total < 1% |
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 12% |
2016 January - June |
2016 July - December |
Total 4% |
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June 1% |
2016 July - December |
Total < 1% |
Relating to: rights under certain agreements or qualified financial contracts.
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June 3% |
2016 July - December |
Total < 1% |
Relating to: rights under certain agreements or qualified financial contracts.
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June 23% |
2016 July - December |
Total 7% |
Relating to: various changes regarding administrative rules and rule-making procedures; time limits for emergency rules; and making an appropriation. (FE)
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December |
2016 January - June 57% |
2016 July - December 17% |
Total 18% |
Budget Bill Subjects
No budget bill subjects found.
Administrative Rulemaking Proceedings
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 2% |
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 9% |
2015 July - December |
2016 January - June |
2016 July - December 3% |
Total 3% |
| 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 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 3% |
Total < 1% |
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 1% |
2015 July - December |
2016 January - June 11% |
2016 July - December |
Total 3% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 3% |
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 4% |
2015 July - December |
2016 January - June 2% |
2016 July - December 4% |
Total 2% |
| 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 2% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 11% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 3% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June 41% |
2015 July - December |
2016 January - June |
2016 July - December |
Total 12% |
Legislation adopting National Association of Insurance Commissioners Insurer Receivership Model Act Section 711 regarding the qualified financial contracts of insurers.
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 13% |
2016 January - June |
2016 July - December |
Total 4% |
| 2015 January - June |
2015 July - December |
2016 January - June |
2016 July - December |
Total |
|---|---|---|---|---|
| 2015 January - June |
2015 July - December 73% |
2016 January - June |
2016 July - December |
Total 24% |
| 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 3% |
Total < 1% |
| 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 1% |
| 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 51% |
Total 4% |
Minor Efforts
(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)
Other Matters
No other matters found.