Creatively adapting to individual client needs

Creatively adapting to individual client needs

2022-07-13T03:17:29-04:00June 1st, 2022|Finance, Invest:Insights, Invest:Insights Miami, Miami, Video|

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.