Professional

Jeff works hard to build a relationship with his clients that is based on trust and integrity, always striving to provide them with the same level of ethical service that he would expect for himself.  Today he manages a comprehensive business by focusing on holistic planning for clients, including both their personal and business needs.

Designations and Certifications

  • CLU - Chartered Life Underwriter: This is the insurance profession's oldest standard of excellence for financial service professionals who incorporate the security of life insurance and risk managment into their practice.

  • ChFC - Chartered Financial Consultant: The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, and much more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

  • CLTC - Certification for Long-Term Care: This designation is awarded to financial service professionals who are committed to helping clients understand the importance of planning for long-term care needs for themselves and family members.

  • Securities Registrations - Series 6, 7, 63, 66

  • Life, Health, Long Term Care, and Variable Licenses 

Awards and Recognitions

  • Million Dollar Round Table (1995-2003, 2005, 2007-2018)

  • Northwestern Mutual Financial Security Award Top 50, Lives Leader, and Life Impact Award Recipient

Group DI Specialist, Long Term Care Specialist

Jeff started his career as an insurance broker in our industry and joined Northwestern Mutual in 1990. In 1991, Jeff was the leading first year advisor in the organization, and in 1993, he was the leader among all advisors that had been working with the organization for less than four years. On a company level, Jeff has earned the Bronze (1991), Silver (1992), and Gold (1993) awards. He has been a member of the 100 Lives Club and a consistent qualifying member of Million Dollar Round Table (MDRT). Over the years, Jeff has developed expertise in the area of Disability Income and Long Term Care. Jeff has served as a field advisor to the home office in the specialty product lines of Group Disability, Individual Disability and Long Term Care. He has also served on several committees and has been a mentor to new associates as they begin their career. 

Jeff is a recipient of the NAIFA's longest-standing award, the National Quality Award, which recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.  

 

Imlay & Holder Wealth

Jeffrey A Imlay, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Imlay & Holder Wealth

 

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