Michael Defillipo, Clu, Chfc Email and Phone Number
Michael Defillipo, Clu, Chfc work email
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Michael Defillipo, Clu, Chfc personal email
Michael works with clients and their advisors in the design, implementation and ongoing management of insurance and financial products.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise.While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637, www.htk.com. 1847 Private Client Group and 1847Financial is unaffiliated with HTK.5502355RG_Mar25
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Partner1847 Private Client Group Apr 2018 - PresentConshohocken, Pennsylvania, Us1847 Private Client Group integrates sophisticated asset management and advanced life insurance strategies to deliver coordinated solutions for affluent clients nationwide.
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Financial Advisor1847Financial Aug 2016 - PresentConshohocken, Pa, UsThe views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate.Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at mdefillipo@1847Financial.com. -
Regional Vice President Of SalesPareto Captive Services, Llc Oct 2014 - Jul 2016Philadelphia, Pennsylvania, UsWe serve as the management team of the group captive, representing the interests of the group. We offer employers with between 50 and 500 employees access to existing group captives and we create new group captives for groups of employers. We assist the group captive choose a policy issuing carrier, negotiate the reinsurance agreement, and underwrite new and renewal members. We work with the employers to develop and execute a multi-year business plan and provide management reports and tools to measure progress of the plan. -
PrincipalJkj Financial Services Mar 2004 - Aug 2014
Michael Defillipo, Clu, Chfc Skills
Michael Defillipo, Clu, Chfc Education Details
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Swarthmore CollegeBiology -
Swarthmore CollegeGeneral
Frequently Asked Questions about Michael Defillipo, Clu, Chfc
What company does Michael Defillipo, Clu, Chfc work for?
Michael Defillipo, Clu, Chfc works for 1847 Private Client Group
What is Michael Defillipo, Clu, Chfc's role at the current company?
Michael Defillipo, Clu, Chfc's current role is Partner at 1847 Private Client Group.
What is Michael Defillipo, Clu, Chfc's email address?
Michael Defillipo, Clu, Chfc's email address is md****@****ial.com
What schools did Michael Defillipo, Clu, Chfc attend?
Michael Defillipo, Clu, Chfc attended Swarthmore College, Swarthmore College.
What skills is Michael Defillipo, Clu, Chfc known for?
Michael Defillipo, Clu, Chfc has skills like Insurance, Life Insurance, Management, Financial Services, Risk Management, Finance, Investments, Securities, Financial Modeling, Estate Planning, Retirement, Employee Benefits.
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