Business
In this episode we interviewed Michael Moore, Owner of CDP Insurance Services.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 yearsKey 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 alongYou can connect with Michael at:https://www.cdpinsurance.com/(949) 923-7260The 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 - https://www.linkedin.com/in/paulgmcmanus/ Website: https://milliondollarproducershow.com/ Support the show