- Jeffrey A. Pfleger - Managing Principal
- James M. Pfleger, CLU - Managing Principal
- Spencer David, JD
- Manuel Vidal
- Manuel Alejandro Vidal
- Danielle Vidal
- Erenia San Luis - Individual Life Insurance
- Sylvia Petillon - Executive Benefits
- Maria Salome Aguero
- John Morse
- Vivian Aguero
Manuel Vidal
Manuel (Manny) began his career in banking where as a Vice President at Citigroup he successfully introduced financial products throughout Latin America. Over the last twenty years, he has been a top insurance advisor and producer for several important U.S. and international insurance companies. While at AXA-Equitable Life Insurance, Manny was consistently ranked among AXA's top 10 producers nationwide and earned frequent recognitions such as induction into the AXA Advisors Hall of Fame in 1995. Manny then joined John Hancock where as Managing Director he established the #1 Life Insurance Premium Finance platform in the country in terms of sales.
In 2005, after realizing there was a need for funding large insurance policies for high net worth individuals as well as multinational corporations abroad, Manny joined forces with Pfleger Financial. In 2006, he successfully closed the largest International Corporate Owned Life Insurance (COLI) sale ever made with a leading offshore insurer.
Manny received his Bachelors in Business at Florida State University. While at Citibank, he attended the Wharton School of Business where he completed studies in Foreign Market Entry Strategies. Manny speaks English, Spanish and Portuguese. Manny is a superb resource for companies as well as high net worth individuals who are seeking advice on domestic and international life insurance opportunities and products.
Pfleger News
Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state. Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc. Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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