Chad Neifer

Chad Neifer Email and Phone Number

Founder of inForce Insights @ inForce Insights
Chad Neifer's Location
Greater Cleveland, United States, United States
About Chad Neifer

Chad Neifer is recognized as one of the foremost life insurance planning experts in the country. He is renowned for his large case expertise and creative planning solutions that have given expert insights to agents, trustees, insureds, and other advisors. He currently manages inForce Insights, a consulting firm he founded.Mr. Neifer graduated with honors from Ohio University with a Bachelor of Arts in both Finance and Business Economics. He began his career with CNA Life where he quickly became a leading consultant, recruiter, and industry trainer. In 2001, he took a position with BISYS-Potomac as an advanced market specialist where he gained a thorough understanding of the brokerage business and advanced insurance planning concepts.Mr. Neifer then joined ValMark Securities as the Vice President of Insurance Services. During his time at ValMark, he worked as the conduit between agents and carriers he gained both a unique perspective on the products in the marketplace and unparalleled experience in crafting solutions for a wide variety of clients.After ValMark, Mr. Neifer put his efforts into growing his own business, founding the premier life insurance policy management software in the United States, Proformex. They help advisors and agents manage over $125B of inforce life insurance.inForce Insights, his latest endeavor, is a consulting firm founded in order to help fiduciaries and clients manage and understand the life insurance products they own and the options they have. Visit inforceinsights.com for more info.Check the background of your financial professional on FINRA's Broker Check. https://brokercheck.finra.orgSecurities offered through FIRST HEARTLAND CAPITAL, INC. Member FINRA/SIPC https://www.finra.org/#/ https://www.sipc.org/Advisory Services offered through FIRST HEARTLAND CONSULTANTS, INC.inForce Insights is not affiliated with FIRST HEARTLAND CAPITAL, INC.

Chad Neifer's Current Company Details
inForce Insights

Inforce Insights

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Founder of inForce Insights
Chad Neifer Work Experience Details
  • Inforce Insights
    Founder
    Inforce Insights Jul 2019 - Present
  • Proformex
    Sr. Vp Key Accounts And Integration
    Proformex Apr 2014 - Present
    Cleveland, Ohio, Us
    • Assists with global strategy of Proformex• Creates SaaS product design requirements• Leads carrier change of the Inforce Life Insurance Data to End User• Proformex representative on industry committee for change to data integration and format • Institutional partners representative for policy management• Customer leader on optimal SaaS product utilization
  • Valmark Financial Group
    Vice President Insurance Sales
    Valmark Financial Group Sep 2004 - Apr 2014
    Akron, Ohio, Us
    • Managed and developed case designs for top end life insurance agents using advanced sales techniques and proprietary concepts• Worked with high level field force that generated $160+ million of target premium• Manager of proprietary concept illustration team• Developed marketing materials to support various strategies• Manager of illustrations team with eight direct reports
  • Crump Life Insurance Services
    Advanced Sales Marketing Specialist
    Crump Life Insurance Services Oct 2001 - Sep 2004
    Harrisburg, Pennsylvania, Us
    • Managed and developed case designs for top end life insurance agents using advanced sales techniques and proprietary concepts• Worked with high level field force that generated $160+ million of target premium• Manager of proprietary concept illustration team• Developed marketing materials to support various strategies• Manager of illustrations team with eight direct reports
  • Transamerica
    Agency Support Director
    Transamerica Jun 1999 - Oct 2001
    Baltimore, Maryland, Us
    • Managed development of new business and day-to-day operations of 100+ general agencies, banks and broker dealers in a 10-state territory producing in excess of $130 million in life target premium• Worked with upper level management in corporate planning and development of business strategies for the territory• Contracted and developed new business solutions for new and existing GAs, BDs and banks• Developed and implemented VUL product launch for territory• Liaison between distribution and home office for problem resolution

Chad Neifer Skills

Customer Service Finance Sales Investments Microsoft Office

Chad Neifer Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Services
  • Ohio University
    Ohio University
    Finance And Economics

Frequently Asked Questions about Chad Neifer

What company does Chad Neifer work for?

Chad Neifer works for Inforce Insights

What is Chad Neifer's role at the current company?

Chad Neifer's current role is Founder of inForce Insights.

What schools did Chad Neifer attend?

Chad Neifer attended The American College Of Financial Services, Ohio University.

What skills is Chad Neifer known for?

Chad Neifer has skills like Customer Service, Finance, Sales, Investments, Microsoft Office.

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