Northwestern Mutual
Registered Principal Details
Business Or Interest:
For more than 160 years, Northwestern Mutual has helped its policyowners and clients achieve financial security. The company offers insurance, investment products and advisory services to help people in the areas of financial protection, wealth accumulation, and estate preservation and distribution. Whether clients seek personal financial security or security for their business or estate, Northwestern Mutual offers an array of solutions, including permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services, mutual funds and advisory services.
Lobbying Interests:
Legislation regarding our products and services including permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities.
CEO Name:
John Schlifske
Director - Marketplace Policy & Operations
For more than 160 years, Northwestern Mutual has helped its policyowners and clients achieve financial security. The company offers insurance, investment products and advisory services to help people in the areas of financial protection, wealth accumulation, and estate preservation and distribution. Whether clients seek personal financial security or security for their business or estate, Northwestern Mutual offers an array of solutions, including permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services, mutual funds and advisory services.
Lobbying Interests:
Legislation regarding our products and services including permanent and term life insurance, disability income insurance, long term care insurance, annuities, trust services, mutual funds and other securities.
CEO Name:
John Schlifske
Director - Marketplace Policy & Operations
Contact
SWC
Susan W. Callanan
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-8417
(414) 625-8417
susancallanan@northwesternmutual.com
http://www.northwesternmutual.com
720 E Wisconsin Ave
Milwaukee, WI 53202
(414) 665-8417
(414) 625-8417
susancallanan@northwesternmutual.com
http://www.northwesternmutual.com
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 334
Relating to: life insurance and annuity benefits.
Bill Text and History
6/13/2017
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: life insurance and annuity benefits.
Bill Text and History
For
Notification Date6/13/2017
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 877
Relating to: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE...
Bill Text and History
2017 Wisconsin Act 313
2/2/2018
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: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE...
Bill Text and History
2017 Wisconsin Act 313
For
Notification Date2/2/2018
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 274
Relating to: life insurance and annuity benefits.
Bill Text and History
2017 Wisconsin Act 192
6/13/2017
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: life insurance and annuity benefits.
Bill Text and History
2017 Wisconsin Act 192
For
Notification Date6/13/2017
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 763
Relating to: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE...
Bill Text and History
2/12/2018
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: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE...
Bill Text and History
For
Notification Date2/12/2018
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 NAIC Insurance Data Security Model Law
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to NAIC Insurance Data Security Model Law
Development, drafting or introduction of a proposal relating to NAIC Insurance Data Security Model Law
Action Intended To Affect
Legislative matter
Notification Date
7/18/2018
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
7/18/2018
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
the NAIC Life and Health Insurance Guaranty Association Model Act
the NAIC Life and Health Insurance Guaranty Association Model Act
Action Intended To Affect
Both Legislative matter and rule
Notification Date
11/21/2017
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
11/21/2017
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
Wisconsin Reading Corps program
Wisconsin Reading Corps program
Action Intended To Affect
Legislative matter
Notification Date
1/19/2017
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
1/19/2017
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 Corporate Governance Annual Disclosure Model
NAIC Corporate Governance Annual Disclosure Model
Action Intended To Affect
Both Legislative matter and rule
Notification Date
1/19/2017
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
1/19/2017
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
unclaimed life insurance and annuity benefits
unclaimed life insurance and annuity benefits
Action Intended To Affect
Legislative matter
Notification Date
1/19/2017
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
1/19/2017
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
various changes regarding administrative rules and rule-making procedures
various changes regarding administrative rules and rule-making procedures
Action Intended To Affect
Legislative matter
Notification Date
1/19/2017
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
1/19/2017
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
Legislative matter
Notification Date
12/22/2016
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
12/22/2016
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
Consolidation of state agencies.
Consolidation of state agencies.
Action Intended To Affect
Legislative matter
Notification Date
12/22/2016
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
12/22/2016
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.
Total Lobbying Effort
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2017 January - June $50,459.42 |
2017 July - December $49,977.65 |
2018 January - June $47,448.54 |
2018 July - December $47,030.27 |
Total $194,915.89 |
| Total Hours Communicating | 2017 January - June 45.00 |
2017 July - December 39.25 |
2018 January - June 29.25 |
2018 July - December 18.75 |
Total 132.25 |
| Total Hours Other | 2017 January - June 38.75 |
2017 July - December 40.75 |
2018 January - June 28.75 |
2018 July - December 42.75 |
Total 151.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
Relating to: life insurance and annuity benefits.
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 10% |
2017 July - December 25% |
2018 January - June |
2018 July - December |
Total 10% |
Relating to: life insurance and annuity benefits.
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June |
2017 July - December 20% |
2018 January - June 5% |
2018 July - December |
Total 7% |
Relating to: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE)
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June |
2017 July - December |
2018 January - June 5% |
2018 July - December |
Total 1% |
Relating to: disclosures to the commissioner of insurance and other changes to the insurance laws, extending the time limit for emergency rule procedures, providing an exemption from emergency rule-making procedures, and granting rule-making authority. (FE)
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June |
2017 July - December |
2018 January - June 35% |
2018 July - December |
Total 7% |
Budget Bill Subjects
No budget bill subjects found.
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 5% |
2017 July - December 30% |
2018 January - June 15% |
2018 July - December 15% |
Total 16% |
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 15% |
2017 July - December |
2018 January - June |
2018 July - December |
Total 4% |
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 20% |
2017 July - December |
2018 January - June |
2018 July - December |
Total 6% |
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June 50% |
2017 July - December 15% |
2018 January - June 20% |
2018 July - December 20% |
Total 27% |
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June |
2017 July - December 10% |
2018 January - June 20% |
2018 July - December 30% |
Total 13% |
Development, drafting or introduction of a proposal relating to NAIC Insurance Data Security Model Law
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December |
Total |
|---|---|---|---|---|
| 2017 January - June |
2017 July - December |
2018 January - June |
2018 July - December 35% |
Total 8% |
Minor Efforts
No minor efforts found.
Other Matters
No other matters found.