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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August 26

Duration 02:00PM - 05:00PM

Invest: Tampa Bay 6th Edition Leadership Summit

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Duration 08:00AM - 11:00AM

Invest: San Antonio 4th Edition Leadership Summit

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November 20

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February 12

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Invest: Philadelphia 6th Edition Launch Conference

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.