Wisconsin Council of Life Insurers

Registered Principal Details

Business Or Interest:
Life insurance.

Lobbying Interests:
WI Stats. 600 - 655 and insurance rules.

CEO Name:
Brian Pleva
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Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Connie O'Connell Exclusive Duties N/A Authorized On 1/18/2017 Withdrawn On N/A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 384
Assembly Bill 384
Relating to: the expiration of administrative rules. (FE)

Bill Text and History

Against
Notification Date
11/28/2017
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 773
Assembly Bill 773
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audit...

Bill Text and History

2017 Wisconsin Act 235

For
Notification Date
1/17/2018
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.
Assembly Bill 822
Assembly Bill 822
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts;...

Bill Text and History

2017 Wisconsin Act 340

Other
Notification Date
1/24/2018
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.
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
1/31/2018
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 295
Senate Bill 295
Relating to: the expiration of administrative rules. (FE)

Bill Text and History

Against
Notification Date
11/28/2017
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 645
Senate Bill 645
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audit...

Bill Text and History

For
Notification Date
1/17/2018
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 686
Senate Bill 686
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts;...

Bill Text and History

Other
Notification Date
1/24/2018
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 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
2/6/2018
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.

Administrative Rulemaking Proceedings

Changes to the annual privacy notice requirement
Agency Name
Office of the Commissioner of Insurance (Ins)

Subject
Changes to the annual privacy notice requirement

SS 105_16
For
Notification Date
1/20/2017
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.

Credit for reinsurance
Agency Name
Office of the Commissioner of Insurance (Ins)

Subject
Credit for reinsurance

SS 004_15
None
Notification Date
1/20/2017
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.

Reporting requirements for new officers and directors of domestic insurers, providing electronic means of filing a complaint, obtaining insurance forms, and providing CPA work papers, updating/potentially eliminating list of insurance forms; eliminating fo...
Agency Name
Office of the Commissioner of Insurance (Ins)

Subject
Reporting requirements for new officers and directors of domestic insurers, providing electronic means of filing a complaint, obtaining insurance forms, and providing CPA work papers, updating/potentially eliminating list of insurance forms; eliminating fo...

SS 069_15
None
Notification Date
1/20/2017
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.

The definitions of investment terms and permissible scope of foreign investments by insurers
Agency Name
Office of the Commissioner of Insurance (Ins)

Subject
The definitions of investment terms and permissible scope of foreign investments by insurers

SS 052_15
None
Notification Date
1/20/2017
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.

Topics Not Yet Assigned A Bill Or Rule Number

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
6/4/2018
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.

16.515 Request for financial examiner positions in the Office of the Commissioner of Insurance
Development, drafting or introduction of a proposal relating to
16.515 Request for financial examiner positions in the Office of the Commissioner of Insurance

Action Intended To Affect
Legislative matter

Notification Date
4/12/2018
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.

Implementation of the 2013 Individual Disability Income Valuation Table and the 2012 Long Term Disability Valuation Table
Development, drafting or introduction of a proposal relating to
Implementation of the 2013 Individual Disability Income Valuation Table and the 2012 Long Term Disability Valuation Table

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/18/2018
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.

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

Action Intended To Affect
Legislative matter

Notification Date
1/20/2017
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.

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
1/20/2017
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.

Legislation making various technical changes to insurance statutes.
Development, drafting or introduction of a proposal relating to
Legislation making various technical changes to insurance statutes.

Action Intended To Affect
Legislative matter

Notification Date
1/20/2017
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.

Legislation regarding unclaimed life insurance benefits.
Development, drafting or introduction of a proposal relating to
Legislation regarding unclaimed life insurance benefits.

Action Intended To Affect
Legislative matter

Notification Date
1/20/2017
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.

Legislation regarding changes to the administrative rules and rule making process.
Development, drafting or introduction of a proposal relating to
Legislation regarding changes to the administrative rules and rule making process.

Action Intended To Affect
Legislative matter

Notification Date
1/20/2017
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.

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
1/18/2017
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.

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
1/18/2017
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 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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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 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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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
Rule (by a state agency)

Notification Date
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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.

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
1/18/2017
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.

Total Lobbying Effort

  2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
Total Lobbying Expenditures 2017
January - June
$26,855.09
2017
July - December
$12,658.25
2018
January - June
$23,332.62
2018
July - December
$8,408.69
Total $71,254.65
Total Hours Communicating 2017
January - June
28.40
2017
July - December
9.80
2018
January - June
14.50
2018
July - December
3.50
Total 56.20
Total Hours Other 2017
January - June
58.20
2017
July - December
25.80
2018
January - June
47.10
2018
July - December
17.60
Total 148.70

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
3 %
2017
July - December
23 %
2018
January - June
1 %
2018
July - December
Total 6 %
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
17 %
2018
January - June
2018
July - December
Total 3 %
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audits related to unclaimed property; interest rates for overdue insurance claims; and providing a penalty. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
1 %
2018
July - December
Total < 1%
Relating to: the expiration of administrative rules. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
2 %
2018
July - December
Total < 1%
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts; capital of state banks; security provided by public depositories; insurance company liquidation proceedings; and modifying an administrative rule of the Department of Workforce Development related to an exemption from overtime pay requirements for outside salespersons.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
3 %
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
5 %
2018
July - December
Total 1 %
Relating to: confidentiality of financial institution information maintained by the Department of Financial Institutions; periodic examinations of financial institutions; savings bank loan limitations; interest on residential mortgage loan escrow accounts; capital of state banks; security provided by public depositories; insurance company liquidation proceedings; and modifying an administrative rule of the Department of Workforce Development related to an exemption from overtime pay requirements for outside salespersons.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
7 %
2018
July - December
Total 2 %
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audits related to unclaimed property; interest rates for overdue insurance claims; and providing a penalty. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
10 %
2018
July - December
Total 3 %
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
27 %
2018
July - December
Total 8 %

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1 %
2017
July - December
2018
January - June
2018
July - December
Total < 1%
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
3 %
2017
July - December
4 %
2018
January - June
2018
July - December
Total 2 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
5 %
2017
July - December
2018
January - June
2018
July - December
Total 2 %

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
3 %
2017
July - December
2018
January - June
2018
July - December
Total 1 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
3 %
2017
July - December
43 %
2018
January - June
7 %
2018
July - December
27 %
Total 14 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
3 %
2017
July - December
1 %
2018
January - June
2018
July - December
Total 1 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
8 %
2017
July - December
2018
January - June
2018
July - December
Total 3 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
70 %
2017
July - December
2018
January - June
2018
July - December
Total 30 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
6 %
2018
January - June
2018
July - December
Total 1 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
6 %
2018
July - December
Total 2 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
12 %
2018
July - December
4 %
Total 4 %
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
19 %
2018
July - December
68 %
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
1 %
Total < 1%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
6 %
2018
January - June
2018
July - December
Total 1 %

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures