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
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
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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |
|---|---|---|---|
| George Ermert | Exclusive Duties No | Authorized On 1/6/2023 | Withdrawn On N/A |
| Jeremey J Shepherd | Exclusive Duties No | Authorized On 2/10/2023 | Withdrawn On N/A |
Lobbying Interests
Legislative Bills/Resolutions
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
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.
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 Date3/15/2023
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
Relating to: financial exploitation of vulnerable adults.
Bill Text and History
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.
Relating to: financial exploitation of vulnerable adults.
Bill Text and History
For
Notification Date11/3/2023
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
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
Bill Text and History
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.
Relating to: requiring one-half credit of personal financial literacy for high school graduation. (FE)
Bill Text and History
For
Notification Date3/9/2023
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
Relating to: financial exploitation of vulnerable adults.
Bill Text and History
2023 Wisconsin Act 132
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.
Relating to: financial exploitation of vulnerable adults.
Bill Text and History
2023 Wisconsin Act 132
For
Notification Date11/17/2023
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
Development, drafting or introduction of a proposal relating to
legislation creating a 401Kids savings program for children
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.
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.
Development, drafting or introduction of a proposal relating to
financial literacy instruction in schools
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.
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.
Development, drafting or introduction of a proposal relating to
regulation of data privacy
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.
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.
Development, drafting or introduction of a proposal relating to
state retirement savings programs
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.
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.
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
1/6/2023
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.
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.
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
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.
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.
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
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.
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.
Development, drafting or introduction of a proposal relating to
cybersecurity requirements
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.
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.
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
1/6/2023
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.
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.
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
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.
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.)
Other Matters
Includes time spent on:
- Gubernatorial nominations
- Matters on which the organization made no lobbying communication