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| Lobbyist Name | Exclusive Duties | Authorized On | Withdrawn On |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| George Ermert | Exclusive Duties No | Authorized On 3/31/2025 | Withdrawn On N/A |
Lobbying Interests
Topics Not Yet Assigned A Bill Or Rule Number
Development, drafting or introduction of a proposal relating to
Matters related to state-run savings programs
Matters related to state-run savings programs
Action Intended To Affect
Both Legislative matter and rule
Notification Date
12/1/2025
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
12/1/2025
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
| 2025 January - June |
Total | |
|---|---|---|
| Total Lobbying Expenditures | 2025 January - June $22,999.98 |
Total $22,999.98 |
| Total Hours Communicating | 2025 January - June 0.00 |
Total 0.00 |
| Total Hours Other | 2025 January - June 0.00 |
Total 0.00 |
Percent Allocation of Lobbying Effort
Legislative Bills/Resolutions
No legislative bills/resolutions found.
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
No topics found.
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