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 and 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 and 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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| George Ermert | Exclusive Duties No | Authorized On 12/27/2018 | Withdrawn On N/A |
| William McClenahan | Exclusive Duties No | Authorized On 12/27/2018 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
Assembly Bill 482
Relating to: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
Bill Text and History
9/30/2019
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: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
Bill Text and History
For
Notification Date9/30/2019
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 550
Relating to: various changes to insurance laws.
Bill Text and History
10/22/2019
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: various changes to insurance laws.
Bill Text and History
For
Notification Date10/22/2019
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 819
Relating to: imposing requirements related to insurance data cybersecurity and granting rule-making authority. (FE)
Bill Text and History
2/4/2020
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: imposing requirements related to insurance data cybersecurity and granting rule-making authority. (FE)
Bill Text and History
For
Notification Date2/4/2020
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 428
Relating to: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
Bill Text and History
9/26/2019
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: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
Bill Text and History
For
Notification Date9/26/2019
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 482
Relating to: various changes to insurance laws.
Bill Text and History
2019 Wisconsin Act 66
10/10/2019
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: various changes to insurance laws.
Bill Text and History
2019 Wisconsin Act 66
For
Notification Date10/10/2019
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 784
Relating to: imposing requirements related to insurance data cybersecurity and granting rule-making authority. (FE)
Bill Text and History
2/7/2020
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: imposing requirements related to insurance data cybersecurity and granting rule-making authority. (FE)
Bill Text and History
For
Notification Date2/7/2020
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
Employee Trust Funds
Employee Trust Funds
Notification Date
3/4/2019
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 opposes the creation of a second state pension system (for non-government workers). People already have many options to save for retirement. The problem is that people are not saving, not that they do not have ways to save or invest.
3/4/2019
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 opposes the creation of a second state pension system (for non-government workers). People already have many options to save for retirement. The problem is that people are not saving, not that they do not have ways to save or invest.
Biennial budget bill treatment of matter relating to
Financial Institutions
Financial Institutions
Notification Date
2/22/2021
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.
2/22/2021
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.
Biennial budget bill treatment of matter relating to
Insurance: Departmentwide
Insurance: Departmentwide
Notification Date
4/25/2019
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
Increasing the license fees for nonresident insurance agents would lead to increases by other states on WI businesses, due to regulatory retaliation laws.
4/25/2019
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
Increasing the license fees for nonresident insurance agents would lead to increases by other states on WI businesses, due to regulatory retaliation laws.
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
NAIC model regulation on Suitability in Annuity Transactions
NAIC model regulation on Suitability in Annuity Transactions
Action Intended To Affect
Both Legislative matter and rule
Notification Date
7/16/2020
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
7/16/2020
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 policy regarding inflation protection requirements for long term care insurance
state policy regarding inflation protection requirements for long term care insurance
Action Intended To Affect
Both Legislative matter and rule
Notification Date
5/12/2020
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
5/12/2020
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 flexibility during COVID-19 emergency
licensing flexibility during COVID-19 emergency
Action Intended To Affect
Both Legislative matter and rule
Notification Date
4/17/2020
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
4/17/2020
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
balanced billing
balanced billing
Action Intended To Affect
Both Legislative matter and rule
Notification Date
12/28/2018
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
12/28/2018
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
association health plans
association health plans
Action Intended To Affect
Both Legislative matter and rule
Notification Date
12/28/2018
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
12/28/2018
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
financial literacy and education programs
financial literacy and education programs
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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 retirement system for non-public employees
state retirement system for non-public employees
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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 licensing of financial services professionals
state licensing of financial services professionals
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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
savings plans for long term care
savings plans for long term care
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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 information on long term care insurance
state information on long term care insurance
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
12/27/2018
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
cybersecurity requirements
cybersecurity requirements
Action Intended To Affect
Legislative matter
Notification Date
12/27/2018
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
12/27/2018
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.
Total Lobbying Effort
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total | |
|---|---|---|---|---|---|
| Total Lobbying Expenditures | 2019 January - June $24,000.00 |
2019 July - December $24,000.00 |
2020 January - June $24,000.00 |
2020 July - December $24,000.00 |
Total $96,000.00 |
| Total Hours Communicating | 2019 January - June 21.40 |
2019 July - December 21.30 |
2020 January - June 9.40 |
2020 July - December 3.20 |
Total 55.30 |
| Total Hours Other | 2019 January - June 97.10 |
2019 July - December 62.70 |
2020 January - June 92.00 |
2020 July - December 75.70 |
Total 327.50 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
Relating to: various changes to insurance laws.
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December 10% |
2020 January - June |
2020 July - December |
Total 2% |
Relating to: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December 15% |
2020 January - June |
2020 July - December |
Total 3% |
Relating to: financial exploitation of vulnerable adults with securities accounts, violations of the Wisconsin Uniform Securities Law, granting rule-making authority, and providing a penalty.
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June 20% |
2020 July - December |
Total 5% |
Relating to: imposing requirements related to insurance data cybersecurity and granting rule-making authority. (FE)
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June 25% |
2020 July - December |
Total 7% |
Budget Bill Subjects
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 10% |
2019 July - December |
2020 January - June |
2020 July - December |
Total 3% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 25% |
2019 July - December |
2020 January - June |
2020 July - December |
Total 8% |
Administrative Rulemaking Proceedings
No administrative rulemaking proceedings found.
Topics Not Yet Assigned A Bill Or Rule Number
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 5% |
2019 July - December |
2020 January - June |
2020 July - December |
Total 2% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 5% |
2019 July - December 40% |
2020 January - June |
2020 July - December |
Total 10% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 5% |
2019 July - December |
2020 January - June |
2020 July - December |
Total 2% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 5% |
2019 July - December |
2020 January - June 10% |
2020 July - December |
Total 4% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 10% |
2019 July - December |
2020 January - June |
2020 July - December |
Total 3% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June 35% |
2019 July - December 15% |
2020 January - June |
2020 July - December 30% |
Total 20% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June 10% |
2020 July - December |
Total 3% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June 10% |
2020 July - December 10% |
Total 5% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December 10% |
Total 2% |
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December |
Total |
|---|---|---|---|---|
| 2019 January - June |
2019 July - December |
2020 January - June |
2020 July - December 30% |
Total 6% |
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