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:

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