Broker Check

Planning with Purpose: Recent Insights from Michael DeFillipo

July 30, 2025

In the Spotlight: Michael DeFillipo’s Newest Tier One Interview

In his latest feature, “Tier One Interview: Michael DeFillipo”, published July 18, 2025, Jay Judas sits down with Michael DeFillipo, CLU®, ChFC®, of the 1847 Private Client Group, to explore his journey into the life insurance world, the drivers behind the boom in accumulation strategies, and how legacy-oriented planning can bring new life to misunderstood insurance policies. They also dive into analyzing policy redesign and share a surprisingly delightful rabbit-pie recommendation from Philadelphia’s culinary scene. Jay praises Michael’s rare ability to make complex planning concepts accessible, calling him “a top-notch writer” for his gift in distilling technical ideas for broader audiences. 

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