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

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

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
William J McCoshen Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A
Tony Langenohl Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A
Gregory Hubbard Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A
AJ Wilson Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A
Brian Pleva Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A
Susan W Callanan Exclusive Duties N/A Authorized On 12/22/2016 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 334
Assembly Bill 334
Relating to: life insurance and annuity benefits.

Bill Text and History

For
Notification Date
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.
Assembly Bill 877
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

For
Notification Date
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.
Senate Bill 274
Senate Bill 274
Relating to: life insurance and annuity benefits.

Bill Text and History

2017 Wisconsin Act 192

For
Notification Date
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.
Senate Bill 763
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

For
Notification Date
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.

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

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.

the NAIC Life and Health Insurance Guaranty Association Model Act
Development, drafting or introduction of a proposal relating to
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.

Wisconsin Reading Corps program
Development, drafting or introduction of a proposal relating to
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.

NAIC Corporate Governance Annual Disclosure Model
Development, drafting or introduction of a proposal relating to
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.

unclaimed life insurance and annuity benefits
Development, drafting or introduction of a proposal relating to
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.

various changes regarding administrative rules and rule-making procedures
Development, drafting or introduction of a proposal relating to
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.

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
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.

Consolidation of state agencies.
Development, drafting or introduction of a proposal relating to
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.

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%
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.

Filed Statements of Lobbying Activity and Expenditures