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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January 14

Duration 08:00AM - 11:00AM

Invest: New Jersey 6th Edition Leadership Summit

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February 4

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Invest: Palm Beach 6th Edition Leadership Summit

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February 12

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Invest: Philadelphia 6th Edition Leadership Summit

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February 26

Duration 08:00AM - 11:00AM

Invest: Pittsburgh 3rd Edition Leadership Summit

About caa

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 conferences and events.