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.
  • 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 Licenses - Series 6, 7, 63, 66
  • Life, Health, Long Term Care, and Variable Licenses 

Awards and Recongnitions

  • Million Dollar Round Table (1995-2003, 2005, 2007-2018)
  • Northwestern Mutual Financial Security Award Top 50, Lives Leader, and Life Impact Award Recipient

Industry Experience

  • Northwestern Mutual, 1990-Present
  • Great West Life, 1984-1989

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. 

 

 

 

Awards and Recognition

 

Million Dollar Round Table Provisional Member 1994

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1995-2002

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2003-2005, 2008, 2010-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 1992-1996, 2000-2008, 2010

Award recognizing persistency and performance

Jeffrey A Imlay, CLU®, CLTC®

Wealth Management Advisor

 

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