MEDAL is pleased to announce the launch of its new Life and Financial Products Department, created to further strengthen the support provided to clients in the areas of life protection, retirement planning and financial solutions.
This new department represents an important step in MEDAL’s continued commitment to offering a comprehensive, personalised and client focused service. As clients’ financial needs become increasingly diverse, MEDAL recognises the importance of providing clear guidance and tailored solutions that help individuals and families make informed decisions aligned with their needs, objectives and long term aspirations.
With a dedicated focus on long term financial wellbeing, the department will provide support across a range of solutions, including life insurance, mortgage protection, retirement planning, PPR products and investment solutions adapted to different objectives, life stages and risk profiles.
José Viana has been appointed Head of Vie et Financial Products, leading the department with a strong focus on building long term relationships and delivering value through expert advice, clear guidance and client centric solutions.
With over nine years of experience in the financial services sector, including investment banking, financial risk and regulatory environments, José brings a strong technical background and a practical understanding of financial products, governance and client needs.
The launch of this new department further expands MEDAL’s service offering and reinforces its position as a trusted partner for clients living, working, retiring or investing in Portugal.
With this new area, MEDAL continues to expand its service offering, helping clients protect what matters most, plan for the future and make informed decisions with confidence.
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