Chad Neifer

Energizer
DISC Type : I

Founder at inForce Insights

Greater Cleveland, United States

Overview

Chad Neifer is a nationally recognized life insurance expert and the founder of inForce Insights, a consulting firm specializing in proactive policy management. He is renowned for his large case expertise and creative planning solutions. He holds CFP and ChFC certifications and graduated with honors from Ohio University.


He is known as one of the countrys foremost experts in structuring and managing complex, large-case life insurance plans.

Personality Overview

Believer

Enthusiastic

Relationship Oriented

They are people oriented, friendly and like creating new connections.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Inforce Policy Management
He founded inForce Insights and co-founded Proformex to provide technology and consulting for the ongoing management of life insurance policies as critical assets.
Large Case Design
Recognized nationally for his expertise in designing creative and effective life insurance solutions for the most complex and high-value cases.
Insurance Data Integration
As a former SVP at Proformex, he led initiatives for carrier data integration, focusing on improving how advisors and trustees access and manage policy information.

Media Appearances

Webcast featuring Chad Neifer of inForce Insights. Featured in Facebook (Proformex)

See Now

Work History

7-2019
Founder at inForce Insights
4-2014
Sr. VP Key Accounts and Integration at Proformex
9-2004 - 4-2014
Vice President Insurance Sales at ValMark Financial Group
10-2001 - 9-2004
Advanced Sales Marketing Specialist at Crump Life Insurance Services
6-1999 - 10-2001
Agency Support Director at Transamerica

Education

2003 - 2005
Masters of Financial Services from The American College of Financial Services
1993 - 1997
Bachelor of Business Administration - BBA from Ohio University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Cleveland, United States Job Level : Leadership Designation : Founder at inForce Insights
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Chad

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Chad take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Chad

Personality Compatibility


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