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

Contact
CO
Connie O'Connell
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Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

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
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.
Assembly Bill 420
Assembly Bill 420
Relating to: various miscellaneous changes to the insurance statutes and granting rule-making authority.

Bill Text and History

For
Notification Date
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.
Assembly Bill 517
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

None
Notification Date
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.
Assembly Bill 668
Assembly Bill 668
Relating to: rights under certain agreements or qualified financial contracts.

Bill Text and History

2015 Wisconsin Act 326

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

Bill Text and History

None
Notification Date
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.
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
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.
Senate Bill 287
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

For
Notification Date
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.
Senate Bill 537
Senate Bill 537
Relating to: rights under certain agreements or qualified financial contracts.

Bill Text and History

For
Notification Date
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.

Administrative Rulemaking Proceedings

2012 individual annuity reserving mortality table. SS 086-14
Agency Name
Insurance
Subject
2012 individual annuity reserving mortality table. SS 086-14
Scope Statement
Register Number: 705 (9/15/2014)
For
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.

Annuity benefit solicitation. SS 082-14
Agency Name
Insurance
Subject
Annuity benefit solicitation. SS 082-14
Scope Statement
Register Number: 705 (9/15/2014)
None
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.

Holding company reporting requirements for insurers and affecting small businesses.
Agency Name
Insurance
Subject
Holding company reporting requirements for insurers and affecting small businesses.
Scope Statement
Register Number: 695 (12/1/2013)
None
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.

Changes to the annual privacy notice requirement
Agency Name
Office of the Commissioner of Insurance (Ins)
Subject
Changes to the annual privacy notice requirement
Scope Statement
SS 105_16
For
Notification Date
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.

Topics Not Yet Assigned A Bill Or Rule Number

Legislation modifying Wisconsin's unfair inducement law.
Development, drafting or introduction of a proposal relating to
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.

Legislation related to Wisconsin's unclaimed property statutes.
Development, drafting or introduction of a proposal relating to
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.

Legislation or rules adopting the NAIC Corporate Governance Model.
Development, drafting or introduction of a proposal relating to
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.

An OCI technical bill, relating to regulation of insurance companies.
Development, drafting or introduction of a proposal relating to
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.

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.

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.

OCI Omnibus Technical bill
Development, drafting or introduction of a proposal relating to
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.

Legislation relating to taxation of insurance companies
Development, drafting or introduction of a proposal relating to
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.

INS 2.13 Disclosure requirements for life insurance and annuity contracts
Development, drafting or introduction of a proposal relating to
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.

NAIC Credit for Reinsurance Model Regulation
Development, drafting or introduction of a proposal relating to
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.

Draft legislation creating a long term care investment fund
Development, drafting or introduction of a proposal relating to
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.

Legislation creating a long-term care investment fund.
Development, drafting or introduction of a proposal relating to
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.

Changes to Wisconsin law regarding standard valuation provisions and standard nonforfeiture law
Development, drafting or introduction of a proposal relating to
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.

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

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.

Annuity Mortality Table
Development, drafting or introduction of a proposal relating to
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.

Proposals relating to reorganization of the Office of the Commissioner of Insurance
Development, drafting or introduction of a proposal relating to
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.

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%
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.)

Minor Efforts
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
14%
2015
July - December
1%
2016
January - June
3%
2016
July - December
4%
Total 6%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures