Michael welcomes 2023 as his 26th year in the life insurance business. Michael started his career with a small brokerage agency in Tustin, CA as an application processing agent. After several years there he moved on to CPS Insurance and managed their underwriting department which was responsible for handling over ten thousand life insurance applications annually. As his experience and knowledge with insurance continued to grow, he accepted a position at First Financial Resources where he worked diligently to rebuild and maintain the company’s elite position in the financial services industry. In 2007 Michael was hired by a subsidiary of AIG (AI Credit) to help build their financed life portfolio.
In 2009 that portfolio was acquired by Wintrust under First Insurance Funding. As Vice President of Sales, he was a leader in creating a loan portfolio of over $300M in financed premiums. In the summer of 2015, Michael worked for a short time with a small firm out of Phoenix before establishing his own business operating as CDP Insurance Services, Inc. CDP is a boutique firm specializing in leveraged insurance strategies.
Learn more: https://www.cdpinsurance.com