In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.

Episode Sponsor:
More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

Key Facts We Discussed

  • Michael started out in a small brokerage firm at the beginning of his career
  • He eventually became the West Coast Sales Vice President of Wintrust before starting his own business
  • Michael has worked in the life insurance business for 23 years and the premium finance business for 15 years

Key Questions We Asked

  • Who are the ideal clients for premium finance?
  • What are the problems that premium finance can solve?
  • What is Michael’s role in the premium finance interaction and transaction?
  • How is premium finance beneficial for the client, the agent, and Michael?
  • How should agents go about finding these ultra-high net worth clients?
  • What advice does Michael have for agents?

Key Tools

  • CDP Insurance provides educational materials and Michael is always available to as a resource to their clients
  • Start with a center of influence such as a CPA or attorney
  • Know what you are talking about
  • Don’t try to elephant hunt, but rather keep premium finance in your back pocket if the right client comes along

You can connect with Michael at:

https://www.cdpinsurance.com/

(949) 923-7260

The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.

This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.

Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.

Connect with Paul G. McManus at:

LinkedIn
Website

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