NAIFA-Wisconsin, Inc
Registered Principal Details
                                    Business Or Interest:
Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors, as well as their clients. This may include budget/tax areas relating to these industries. Long-term care, health insurance, retirement planning are additional issues that would be of interest to us.
CEO Name:
Amanda Smith
Executive Director
                            
                            Insurance Agents and Financial Advisors registered in the state of Wisconsin.
Lobbying Interests:
Legislation & regulations affecting Insurance and Financial Services industries, as well as, those affecting insurance agents and financial advisors, as well as their clients. This may include budget/tax areas relating to these industries. Long-term care, health insurance, retirement planning are additional issues that would be of interest to us.
CEO Name:
Amanda Smith
Executive Director
                                Contact
                                
                                    
                                        
                                        
                                
                            
                        AS
                                            Amanda Smith
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x304
(703) 621-3795
info@naifawisconsin.org
http://www.naifawisconsin.org
                                        
                                    600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x304
(703) 621-3795
info@naifawisconsin.org
http://www.naifawisconsin.org
Authorized Lobbyists
| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On | 
|---|
Lobbying Interests
Legislative Bills/Resolutions
                                                                Assembly Bill 176
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
5/9/2017
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: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
Bill Text and History
        
 For
                                                                                                Notification Date5/9/2017
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 280
Relating to: incorporating financial literacy into the curriculum of public schools.
Bill Text and History
2017 Wisconsin Act 94
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
4/25/2017
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.
Comments
NAIFA members see the impacts that financial decisions can have on people for years to come. We need to educate students about topics like budgeting, saving, insurance, investing and debt to help them develop good financial habits early.
                                                                                        
                                                                                    
                                                                                
                                                                        
                                                            
                                                        Relating to: incorporating financial literacy into the curriculum of public schools.
Bill Text and History
2017 Wisconsin Act 94
        
 For
                                                                                                Notification Date4/25/2017
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.
Comments
NAIFA members see the impacts that financial decisions can have on people for years to come. We need to educate students about topics like budgeting, saving, insurance, investing and debt to help them develop good financial habits early.
                                                                Assembly Bill 334
Relating to: life insurance and annuity benefits.
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
10/4/2017
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 Date10/4/2017
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 369
Relating to: review of and reports concerning occupational licenses. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
9/1/2017
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: review of and reports concerning occupational licenses. (FE)
Bill Text and History
        
 Other
                                                                                                Notification Date9/1/2017
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
Relating to: the expiration of administrative rules. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
12/22/2017
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: the expiration of administrative rules. (FE)
Bill Text and History
        
 Against
                                                                                                Notification Date12/22/2017
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 403
Relating to: the creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
7/14/2017
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: the creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
        
 Against
                                                                                                Notification Date7/14/2017
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 596
Relating to: long-term care investment accounts and making appropriations. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
11/10/2017
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: long-term care investment accounts and making appropriations. (FE)
Bill Text and History
        
 Against
                                                                                                Notification Date11/10/2017
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 744
Relating to: insurance policy renewal in an affiliate and the use and contents of certificates of insurance.
Bill Text and History
2017 Wisconsin Act 241
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
1/25/2018
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: insurance policy renewal in an affiliate and the use and contents of certificates of insurance.
Bill Text and History
2017 Wisconsin Act 241
        
 For
                                                                                                Notification Date1/25/2018
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 817
Relating to: omission of cause and manner of death on copies of death certificates. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
1/10/2018
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: omission of cause and manner of death on copies of death certificates. (FE)
Bill Text and History
        
 Other
                                                                                                Notification Date1/10/2018
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 885
Relating to: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
2/13/2018
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: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
        
 For
                                                                                                Notification Date2/13/2018
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 121
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
6/5/2017
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: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
Bill Text and History
        
 For
                                                                                                Notification Date6/5/2017
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 212
Relating to: incorporating financial literacy into the curriculum of public schools.
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
4/24/2017
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: incorporating financial literacy into the curriculum of public schools.
Bill Text and History
        
 For
                                                                                                Notification Date4/24/2017
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 274
Relating to: life insurance and annuity benefits.
Bill Text and History
2017 Wisconsin Act 192
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
10/4/2017
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 Date10/4/2017
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 302
Relating to: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
7/14/2017
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: creation of a private retirement security plan and making appropriations. (FE)
Bill Text and History
        
 Against
                                                                                                Notification Date7/14/2017
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 770
Relating to: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
2017 Wisconsin Act 138
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
2/13/2018
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: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
2017 Wisconsin Act 138
        
 For
                                                                                                Notification Date2/13/2018
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 770
Relating to: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
2017 Wisconsin Act 138
                                                                        
                                                                                
                                                                                    
                                                                                        
                                                                                        
                                                                                            
2/13/2018
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: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (FE)
Bill Text and History
2017 Wisconsin Act 138
        
 For
                                                                                                Notification Date2/13/2018
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.
Budget Bill Subjects
                                                                Biennial budget bill treatment of matter relating to
Safety and Professional Services: Regulation of Professions
                                                                    
                                                                            
                                                                                
                                                                                    
                                                                                    
                                                                            
                                                                    
                                                            
                                                        Safety and Professional Services: Regulation of Professions
                                                                                            Notification Date
9/1/2017
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.
                                                                                        
                                                                                                                                                                                                                                                                    
                                                                                9/1/2017
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
                                                                Development, drafting or introduction of a proposal relating to
cybersecurity requirements
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        cybersecurity requirements
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
10/4/2018
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.
                                                                                                                                                                
                                                                            Legislative matter
Notification Date
10/4/2018
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.
                                                                Development, drafting or introduction of a proposal relating to
continuing education credit for participation in professional insurance organizations
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        continuing education credit for participation in professional insurance organizations
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
7/25/2018
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
7/25/2018
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
protection of seniors from financial exploitation
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        protection of seniors from financial exploitation
                                                                                    Action Intended To Affect
Both Legislative matter and rule
Notification Date
5/21/2018
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.
                                                                                                                                                                
                                                                            Both Legislative matter and rule
Notification Date
5/21/2018
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
support allowing extensions of transitional health insurance plans
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        support allowing extensions of transitional health insurance plans
                                                                                    Action Intended To Affect
Rule (by a state agency)
Notification Date
4/30/2018
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.
                                                                                                                                                                
                                                                            Rule (by a state agency)
Notification Date
4/30/2018
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
reinsurance of ACA health insurance
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        reinsurance of ACA health insurance
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/26/2018
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
1/26/2018
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
state adoption of federal tax code changes
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        state adoption of federal tax code changes
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/25/2018
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
1/25/2018
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
tax deductions for payments on the student loans of others
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        tax deductions for payments on the student loans of others
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/25/2018
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
1/25/2018
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
Ways and Means study of state tax exemptions
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        Ways and Means study of state tax exemptions
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/25/2018
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
1/25/2018
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
indication of cause of death on death certificates
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        indication of cause of death on death certificates
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
12/19/2017
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
12/19/2017
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
consistency of license renewals and review course requirements
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        consistency of license renewals and review course requirements
                                                                                    Action Intended To Affect
Both Legislative matter and rule
Notification Date
2/24/2017
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
2/24/2017
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
licensing of insurance agents, and reviews of licensing requirements
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        licensing of insurance agents, and reviews of licensing requirements
                                                                                    Action Intended To Affect
Both Legislative matter and rule
Notification Date
2/9/2017
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
2/9/2017
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
state information on long term care insurance
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        state information on long term care insurance
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/27/2017
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
1/27/2017
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
savings plans for long term care
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        savings plans for long term care
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/27/2017
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
1/27/2017
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
state licensing of financial services professionals
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        state licensing of financial services professionals
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/27/2017
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
1/27/2017
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
penalties for incorrect information on license applications
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        penalties for incorrect information on license applications
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/23/2017
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
1/23/2017
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
civil suits against financial advisors
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        civil suits against financial advisors
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/23/2017
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
1/23/2017
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
state retirement system for non-public employees
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        state retirement system for non-public employees
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/6/2017
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
1/6/2017
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
financial literacy and education programs
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        financial literacy and education programs
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/6/2017
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
1/6/2017
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
tax treatment of long term care insurance premiums and retirement accounts
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        tax treatment of long term care insurance premiums and retirement accounts
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/6/2017
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
1/6/2017
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
life insurer use of death master file
                                                                
                                                                    
                                                                        
                                                                            
                                                                            
                                                                          
                                                                
                                                                            
                                                        life insurer use of death master file
                                                                                    Action Intended To Affect
Legislative matter
Notification Date
1/6/2017
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
1/6/2017
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 $24,000.00 | 2017 July - December $24,000.00 | 2018 January - June $24,000.00 | 2018 July - December $24,000.00 | Total $96,000.00 | 
| Total Hours Communicating | 2017 January - June 30.05 | 2017 July - December 19.20 | 2018 January - June 13.50 | 2018 July - December 7.80 | Total 70.55 | 
| Total Hours Other | 2017 January - June 87.55 | 2017 July - December 69.10 | 2018 January - June 93.40 | 2018 July - December 66.00 | Total 316.05 | 
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
                                                             Relating to: incorporating financial literacy into the curriculum of public schools. 
                                                            
                                                                
                                                                    
                                                        
                                                    | 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June 45% | 2017 July - December 35% | 2018 January - June | 2018 July - December | Total 22% | 
                                                             Relating to: review of and reports concerning occupational licenses. (FE) 
                                                            
                                                                
                                                                    
                                                        
                                                    | 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June | 2017 July - December 5% | 2018 January - June | 2018 July - December | Total 1% | 
                                                             Relating to: omission of cause and manner of death on copies of death certificates. (FE) 
                                                            
                                                                
                                                                    
                                                        
                                                    | 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June | 2017 July - December 5% | 2018 January - June 5% | 2018 July - December | Total 2% | 
                                                             Relating to: creation of a private retirement security plan and making appropriations. (FE) 
                                                            
                                                                
                                                                    
                                                        
                                                    | 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June | 2017 July - December 5% | 2018 January - June | 2018 July - December | Total 1% | 
                                                             Relating to: long-term care investment accounts and making appropriations. (FE) 
                                                            
                                                                
                                                                    
                                                        
                                                    | 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June | 2017 July - December 10% | 2018 January - June 10% | 2018 July - December | Total 5% | 
                                                             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 | 2018 January - June 5% | 2018 July - December | Total 1% | 
                                                             Relating to: the creation of a private retirement security plan and making appropriations. (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: insurance policy renewal in an affiliate and the use and contents of certificates of insurance. 
                                                            
                                                                
                                                                    
                                                        
                                                    | 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: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (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: Wisconsin Healthcare Stability Plan, reinsurance of health carriers, reallocating savings from health insurer fee, providing an exemption from emergency rule procedures, granting rule-making authority, and making appropriations. (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: life insurance and annuity benefits. 
                                                            
                                                                
                                                                    
                                                        
                                                    | 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% | 
Budget Bill Subjects
| 2017 January - June | 2017 July - December | 2018 January - June | 2018 July - December | Total | 
|---|---|---|---|---|
| 2017 January - June | 2017 July - December 10% | 2018 January - June | 2018 July - December | Total 2% | 
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 | 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 5% | 2018 January - June 10% | 2018 July - December 5% | Total 6% | 
| 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 5% | 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% | 
| 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% | 
| 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 5% | 
| 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% | 
| 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% | 
| 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 5% | Total 4% | 
| 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 5% | Total < 1% | 
| 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 5% | Total < 1% | 
| 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 5% | Total < 1% | 
| 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 10% | Total 2% | 
| 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 20% | Total 4% | 
Minor Efforts
(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)
Other Matters
Includes time spent on:
- Gubernatorial nominations
- Matters on which the organization made no lobbying communication