EPISODE · Oct 11, 2019 · 24 MIN
010: Dramatically increase your target premium using Premium Financing - Michael Moore
from The Influential Advisor Podcast · host Million Dollar Producer Show
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 Support the show
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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 busines...
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010: Dramatically increase your target premium using Premium Financing - Michael Moore
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