Neil Chaffee Email & Phone Number

Isle La Motte, Vt

Holcomb Bay Consulting, LLC is a management consulting firm drawing on Neil’s broad experience in the creation, marketing and maintenance of benefit funding mechanisms. This experience and knowledge is equally valuable to purchasers, owners, sellers and manufacturers of these structures.

Orlando, Florida Area

Neil led the marketing and business development of Newport's bank and financial institution services area. He worked closely with Newport's Consulting, Financial Services, Investments, Communications, Legal and other areas with the following responsibilities:- BOLI/ICOLI distribution and intermediary development- National strategic alliance development- BOLI/ICOLI mid and large case sales support- BOLI product and service development- Coordination of functional and service areas to support BOLI service delivery- Facilitation of cross sales of Newport's broad suite of products and services- Fostering carrier relationships

Florham Park, Nj

Philadelphia Financial, now Lombard International, headquartered in Philadelphia, Pennsylvania, is a leader in the high net worth private placement insurance market. Since 1996, the firm has guided high net worth investors and alternative investment managers seeking strategies to preserve capital and facilitate wealth transfer. Neil was responsible for the management and distribution of private placement variable life insurance and annuity products designed for corporations, trusts, and high net worth individuals. He was the primary liaison with distribution and consulting partners. Neil’s activities included the following:- Supporting clients and their advisors on complex product and plan issues- Delivering on-site client and adviser support- Directing internal sales support and client relationship management- Directing product management and development- Working with counsel on legal, tax and regulatory issues- Monitoring legislative and regulatory developments- Developing and managing investment manager relations

Florham Park, Nj

Over 17 years, Neil held a succession of increasingly responsible positions for this wholly-owned subsidiary of The Hartford. When HLPP was sold for a healthy profit in 2012, Neil was co-managing the company, directing sales, marketing, client relations, investment reporting, product development and actuarial services. During his 17-year tenure, Neil was instrumental in the following accomplishments:- Growing assets under administration from $1 Billion to over $35 Billion.- Guaranteeing the compliance of these sophisticated funding programs amid an ever-changing array of securities and financial institution regulations, tax and accounting rules and 50 different state insurance statutes.- Creating a non-qualified deferred compensation administration capability that eventually managed over 50 executive benefit plans for large corporations.- Overhauling the servicing of corporate variable life and annuity programs linking over 60 major corporate clients with more than 20 different asset managers representing a broad cross section of investment strategies- Participating on the Hartford team that orchestrated the sale of HLPP to Philadelphia Financial and facilitating the transition to the new ownership group.

Mba, Finance

Ba, Sociology, Graduated Cum Laude

Activities and Societies: Youth Advocate