Creatively adapting to individual client needs

Manuel Vidal founded Premium Finance Group to address the gap high-net-worth individuals were experiencing in large insurance policy funding. In a conversation with Invest:Insights, he discussed how his organization has adapted and innovated its model to better serve clients given the current state of the market. He also touched upon adapting the advice given to clients as interest rates begin to climb.

 

UPCOMING Events

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September 2

Duration 08:30AM - 12:00PM

Invest: Greater Orlando 4th Edition Leadership Summit + Report Launch!

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Duration 09:00AM - 07:00PM

Invest: Miami 11th Edition Leadership Summit + Report Launch!

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Invest: Charlotte 6th Edition Leadership Summit + Report Launch!

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caa is an integrated media company that connects the dots in the markets it covers, providing business intelligence to businesses, executives, investors, and entrepreneurs across its digital and print platforms. It produces annual economic reports and engaging content on important US metro regions, while forging strategic connections through its leadership summits.