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:
Julie Phillips

Contact
JP
Julie Phillips
600 State St, Ste A
Cedar Falls, IA 50613
(855) 360-3395 x8420
info@naifawisconsin.org
http://www.naifawisconsin.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 109
Assembly Bill 109
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

2023 Wisconsin Act 60

For
Notification Date
3/15/2023
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 578
Assembly Bill 578
Relating to: financial exploitation of vulnerable adults.

Bill Text and History

For
Notification Date
11/3/2023
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 115
Senate Bill 115
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)

Bill Text and History

For
Notification Date
3/9/2023
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 628
Senate Bill 628
Relating to: financial exploitation of vulnerable adults.

Bill Text and History

2023 Wisconsin Act 132

For
Notification Date
11/17/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

legislation creating a 401Kids savings program for children
Development, drafting or introduction of a proposal relating to
legislation creating a 401Kids savings program for children

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
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.

financial literacy instruction in schools
Development, drafting or introduction of a proposal relating to
financial literacy instruction in schools

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
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.

regulation of data privacy
Development, drafting or introduction of a proposal relating to
regulation of data privacy

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
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.

state retirement savings programs
Development, drafting or introduction of a proposal relating to
state retirement savings programs

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
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.

state information on long term care insurance
Development, drafting or introduction of a proposal relating to
state information on long term care insurance

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
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.

licensing of insurance agents, and reviews of licensing requirements
Development, drafting or introduction of a proposal relating to
licensing of insurance agents, and reviews of licensing requirements

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
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.

protection of seniors from financial exploitation
Development, drafting or introduction of a proposal relating to
protection of seniors from financial exploitation

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
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.

cybersecurity requirements
Development, drafting or introduction of a proposal relating to
cybersecurity requirements

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
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.

financial literacy and education programs
Development, drafting or introduction of a proposal relating to
financial literacy and education programs

Action Intended To Affect
Legislative matter

Notification Date
1/6/2023
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

NAIC model regulation on Suitability in Annuity Transactions
Development, drafting or introduction of a proposal relating to
NAIC model regulation on Suitability in Annuity Transactions

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/6/2023
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

  2023
January - June
2023
July - December
2024
January - June
Total
Total Lobbying Expenditures 2023
January - June
$21,000.00
2023
July - December
$27,000.00
2024
January - June
$21,000.00
Total $69,000.00
Total Hours Communicating 2023
January - June
5.00
2023
July - December
2.75
2024
January - June
1.00
Total 8.75
Total Hours Other 2023
January - June
34.50
2023
July - December
6.00
2024
January - June
4.25
Total 44.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
40%
2023
July - December
15%
2024
January - June
2024
July - December
Total 32%
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
40%
2023
July - December
15%
2024
January - June
2024
July - December
Total 32%
Relating to: financial exploitation of vulnerable adults.
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
20%
2024
January - June
25%
2024
July - December
Total 6%
Relating to: financial exploitation of vulnerable adults.
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
20%
2024
January - June
30%
2024
July - December
Total 7%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5%
2023
July - December
2024
January - June
2024
July - December
Total 4%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5%
2023
July - December
2024
January - June
2024
July - December
Total 4%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
10%
2024
January - June
15%
2024
July - December
Total 3%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
10%
2024
January - June
2024
July - December
Total 2%
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
2023
July - December
2024
January - June
25%
2024
July - December
Total 2%

Minor Efforts

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

Minor Efforts
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5%
2023
July - December
5%
2024
January - June
5%
2024
July - December
Total 5%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2023
January - June
2023
July - December
2024
January - June
2024
July - December
Total
2023
January - June
5%
2023
July - December
5%
2024
January - June
2024
July - December
Total 5%

Filed Statements of Lobbying Activity and Expenditures