Neil Chaffee

Neil Chaffee Email and Phone Number

Benefit Funding Consultant @
Neil Chaffee's Location
Wakefield, Rhode Island, United States, United States
About Neil Chaffee

Neil is a successful financial executive with a proven record of enhancing revenue and profitability for benefit funding organizations. His demonstrated skills include strategic planning, team building and leadership, project management, marketing, direct institutional sales, client development and compliance.Specialties: Post Employment Liabilities, Bank-Owned Life Insurance, Employer-Owned Life Insurance, Executive Benefits, Deferred Compensation, Insurance Regulation, Securities Compliance

Neil Chaffee's Current Company Details
Holcomb Bay Consulting, LLC

Holcomb Bay Consulting, Llc

Benefit Funding Consultant
Neil Chaffee Work Experience Details
  • Holcomb Bay Consulting, Llc
    Founding Member
    Holcomb Bay Consulting, Llc Jul 2016 - Present
    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.
  • The Newport Group
    Vice President
    The Newport Group Sep 2012 - May 2015
    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
  • Philadelphia Financial
    Vice President
    Philadelphia Financial Jul 2012 - Sep 2012
    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
  • Hartford Life Private Placement
    Managing Director
    Hartford Life Private Placement 1995 - 2012
    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.

Neil Chaffee Skills

Executive Compensation Insurance Employee Benefits Retirement Annuities Executive Pay Defined Benefit Fixed Annuities Financial Services Investments Asset Management Estate Planning Strategic Financial Planning Deferred Compensation Alternative Investments Life Insurance Mergers And Acquisitions Finance 401k Wealth Retirement Planning Financial Advisory Financial Planning Wealth Management 401 Retirement Savings Plans

Neil Chaffee Education Details

Frequently Asked Questions about Neil Chaffee

What company does Neil Chaffee work for?

Neil Chaffee works for Holcomb Bay Consulting, Llc

What is Neil Chaffee's role at the current company?

Neil Chaffee's current role is Benefit Funding Consultant.

What is Neil Chaffee's email address?

Neil Chaffee's email address is ne****@****ife.com

What is Neil Chaffee's direct phone number?

Neil Chaffee's direct phone number is +120131*****

What schools did Neil Chaffee attend?

Neil Chaffee attended Bryant University, University Of Massachusetts, Amherst.

What skills is Neil Chaffee known for?

Neil Chaffee has skills like Executive Compensation, Insurance, Employee Benefits, Retirement, Annuities, Executive Pay, Defined Benefit, Fixed Annuities, Financial Services, Investments, Asset Management, Estate Planning.

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