Top Professionals under 40
Danielle Vidal, Vice President Premium Finance Group, is on a mission to debunk misconceptions about life insurance…
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2019 Fastest-Growing Advisors
The Thrive list recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.
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Future Planner
Our firm not only excels at providing clients with the best plans for their needs, but we pride ourselves on delivering…
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Number Smarts
We were one of a few original firms that became a significant player in our space when Premium Finance came into…
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Family Biz
Using an insurance policy as collateral with a bank and having the bank pay the insurance premiums via a loan has long…
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Superior Service
Working on Wall Street, I watched clients taking most of the risks — I wanted to create a platform where we could…
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Empire Building
Family businesses account for a staggering 50% of the GDP in the U.S., yet only 30% of family businesses…
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Premium Finance Group accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms…
