Deals & People September 24, 2012

Newport Appoints Leader of Bank and Financial Institution Services

Neil Chaffee will fill Newport Group’s newly created position of vice president, leading the marketing and business development of the firm’s financial institution areas.
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Chaffee will lead marketing and business development for services including bank-owned life insurance (BOLI) and corporate-owned life insurance (iCOLI). He will also facilitate the development of the BOLI and iCOLI strategic position, product strategy and service model.  

Chaffee has 27 years of experience in insurance and financial services, as well as a background in BOLI product delivery and nonqualified executive benefit plans. 

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Most recently, he served as managing director of institutional markets with Hartford Life Private Placement in New Jersey, where he was responsible for overseeing the development and distribution of institutionally priced life insurance and annuity products in corporate and trust-owned markets. Previously, Chaffee worked at the Hartford subsidiary International Corporate Marketing Group and Phoenix Home Life. 

Chaffee earned a bachelor’s degree in sociology from the University of Massachusetts Amherst and an MBA in finance from Bryant University. He is a member of the Association of Advance Life Underwriters (AALU) and holds FINRA Series 6, 26 and 63 securities registrations and insurance licenses in 50 jurisdictions.  

Products September 24, 2012

Putnam Rolls Out ‘Tech Tips’ Blog

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.
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Putnam created a library of tips on navigating the range of current technology—including apps, mobile devices and social media—to help advisers better understand, adapt and fully leverage these resources for practice-building. The firm’s site, at www.advisortechtips.com, offers vignettes on optimizing the use of iPads, merchandising apps and strengthening a LinkedIn presence. Topics are designed to shorten the learning curve for advisers.

“There have never been more resources available to the financial adviser community to help them comprehensively serve their clients and build their practices,” said William T. Connolly, head of global distribution, Putnam Investments. “At the same time, we recognize that advisers have incredible demands on their time and energy—and could benefit from quick, easy-to-access, ongoing education on highly useful elements of mobile technology, software and social media.”  

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  • Practice-building topics on the site include:
  • 10 apps for advisers;
  • Five ways to optimize a LinkedIn profile;
  • Comparing Funds on FundVisualizer;
  • Twitter as a Listening Tool;
  • Using LinkedIn to prospect; and
  • Using an infographic with a client.   

In conjunction with the blog, Putnam has developed a LinkedIn group, “Advisor Tech Tips,” which provides a forum for information and discussions on technology and social media as growing aspects of practice management. Putnam’s Advisor Tech Tips has a link to join the LinkedIn group.

 

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