Lis4cg Blog

Lis4cg Faciliates $548,650 Financed Premium

April 20th, 2016

Los Angeles, CA – April 25, 2016 – Lis4cg facilitated a $548,650 financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $548,650 tranche brings aggregate funding under the borrowing facility to $2,432,791. Since inception, The Trustee has preserved $2.2 million trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Facilitates $1 Million Financed Premium

April 19th, 2016

Los Angeles, CA – April 6, 2016 – Lis4cg facilitated a $1 million financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. Participating insurance agents are Encore Wealth Planning and Schechter Wealth. The Trustee preserved $948,510 of trust capital as a result of financing the initial premiums in lieu of the traditional method of paying premiums out-of-pocket. From policy inception, the Trustee has preserved $1,924,082 of trust capital as a result of financing $1,999,399 of premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Facilitates $1 Million Financed Premium

August 15th, 2015

Los Angeles, CA – August 15, 2015 – Lis4cg facilitated a $1 million financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $1 million tranche brings aggregate funding under the borrowing facility to $8,685,493. Since inception, The Trustee has preserved $3,117,200 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Facilitates $962,000 Financed Premium

August 12th, 2015

Los Angeles, CA – August 1, 2015 – Lis4cg facilitated a $962,000 financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $962,000 tranche brings aggregate funding under the borrowing facility to $3,682,803. Since inception, The Trustee has preserved $3,323,309 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Provides Coaching Services

August 8th, 2015

Los Angeles, CA – August 8, 2015 – Lis4cg has partnered with Mindy Mortlock to provide expert business coaching services to financial professionals. Balancing work, family, and personal goals while maintaining a competitive and profitable business is a challenge for nearly all professional financial professionals. Mindy’s business you coaching approach is proven to BUMP financial professionals, entrepreneurs, and personal partnerships to success quickly and efficiently. Mindy has empowered dozens of CEOs, non-profits, and entrepreneurs to identify and link the core of who they are – as an individual or as a business – to their value proposition and key resources, resulting in improved revenues up to 400% and alleviation of hidden stressors to success.

Lis4cg Facilitates $548,650 Financed Premium

May 1st, 2015

Los Angeles, CA – April 23, 2015 – Lis4cg facilitated a $548,650 financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $548,650 tranche brings aggregate funding under the borrowing facility to $1,884,175. Since inception, The Trustee has preserved $566,328 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Facilitates $26 Million of Life Insurance

April 19th, 2015

Petaluma, CA – April 17, 2015 – Lis4cg facilitated two $13 million life policies, totaling $26 million, for a Michigan family office. The policies were underwritten by Penn Mutual and Pacific Life. The insurance broker of record is Succession Capital Alliance. Participating insurance agents are Encore Wealth Planning and Schechter Wealth.

Lis4cg Facilitates $1 Million Financed Premium

April 18th, 2015

Petaluma, CA – April 17, 2015 – Lis4cg facilitated a $1 million financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. Participating insurance agents are Encore Wealth Planning and Schechter Wealth. The Trustee preserved $976,174 of trust capital as a result of financing the initial premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Facilitates $591,996 Non-Financed Premium

September 4th, 2014

Los Angeles, CA – September 3, 2014 – Lis4cg facilitated a $591,996 bolt-on non-financed premium. The insurance broker of record is Succession Capital Alliance. This tranche brings aggregate policy funding to $3,312,353 including $2,720,357 in financed premiums through First Insurance Funding Corp. Since inception, The Trustee has preserved $3,111,034 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Partners with Succession Capital Alliance

August 17th, 2014

Los Angeles, CA – August 17, 2014 – Lis4cg announces a partnership with Succession Capital Alliance to deliver the “power of choice” in life insurance policy financing. Succession Capital Alliance is an advisory firm that works with financial professionals to help clients achieve optimal customization in life insurance financing through its proprietary Capital Maximization Strategy. Capital Maximization Strategy was created in 1996 by Succession Capital Alliance’s CEO, Julian Movsesian. As the first traditional premium financing program in the country, Capital Maximization Strategy is known as the “gold standard” of the insurance industry, placing over $30 billion of life insurance protection with a financed premium portfolio exceeding $3.1 billion. Utilizing proprietary, proven strategies to add value to permanent life insurance for high net worth clients, Capital Maximization Strategy is recognized as the country’s most advantageous and reputable program by financial professionals, attorney and life insurance carriers.

Lis4cg Facilitates $1 Million Financed Premium

August 15th, 2014

Los Angeles, CA – August 15, 2014 – Lis4cg facilitated a $1 million financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $1 million tranche brings aggregate funding under the borrowing facility to $7,540,272. Since inception, The Trustee has preserved $2,727,550 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Supports Toastmasters International

August 12th, 2014

Los Angeles, CA – August 12, 2014 – Promoting the concept that professional growth is a perpetual endeavor, Rick Weinstein, President of Lis4cg recently joined Joseph P. Rinnert Toastmasters Club in West Los Angeles. Toastmasters International’s mission is to empower individuals to become more effective communicators and leaders. Rick was recently elected Club Secretary for the fiscal year ending June 30, 2015. Joseph P. Rinnert Toastmasters Club was formed in 1939 is one of the more intimate clubs of the district, where your communication, listening and leadership skills are immediately put to work in a relaxed and fun environment.  Its members come from all walks of life, including students, corporate professionals, and entrepreneurs, to name a few.  In support of a diverse culture in Southern California, the club is open to the public.

Lis4cg Facilitates $962,000 Financed Premium

August 1st, 2014

Los Angeles, CA – August 1, 2014 – Lis4cg facilitated a $962,000 financed premium funded through First Insurance Funding Corporation. The insurance broker of record is Succession Capital Alliance. The $962,000 tranche brings aggregate funding under the borrowing facility to $2,720,357. Since inception, The Trustee has preserved $3,111,034 of trust capital as a result of financing premiums in lieu of the traditional method of paying premiums out-of-pocket.

Lis4cg Excels At Excel

July 14th, 2014

Los Angeles, CA – July 14, 2014 – Lis4cg focuses in three areas. First, we facilitate life insurance policies that benefit family office structures and charitable tax exempt organizations. Second, we help mid-size family offices. Third, we help the small business owner secure seed capital.

Lis4cg recently completed an accounting project on behalf of a Northern California family office that invests primarily in commercial real estate. The project involved creating  a medley of financial worksheets that (1) allocate cash distributions and property values across multiple entities and (2) auto-populates personal financial statements. Lis4cg used Excel to drive the solution and to generate significant productivity gains for the property manager and accounting department.

Lis4cg Facilitates $10 Million Policy

May 5th, 2014

Los Angeles, CA – May 5, 2014 – Lis4cg focuses in three areas. First, we facilitate life insurance policies that benefit family office structures and charitable tax exempt organizations. Second, we help mid-size family offices. Third, we help the small business owner secure seed capital.

Lis4cg recently facilitated a $10 million life policy for an Ohio family office. Since 2010, when Lis4cg first teamed with this family office, Lis4cg has facilitated $20 million of insurance. The trustee implemented the current tranche after empowering Lis4cg to scrutinize proposals from two competing brokers. The policy was implemented through Succession Capital Alliance of Newport Beach, CA.

Lis4cg Reorganization

April 28th, 2014

Lis4cg has reorganized to create clear separation between its for profit and nonprofit initiatives. Lis4cg commenced operations on January 2, 2008 as a for profit proprietorship doing business as Life Insurance Services for Charitable Giving. Effective May 31, 2012, Life Insurance Services for Charitable Giving was reorganized as a nonprofit corporation in the State of California. Effective February 28, 2014, Life Insurance Services for Charitable Giving was renamed Lis4cg Foundation. Effective April 28, 2014, Lis4cg was formed as a for profit corporation in the State of California.

As a for profit corporation, Lis4cg focuses in three areas. First, we facilitate life insurance policies that benefit family office structures and charitable tax exempt organizations. Second, we provide analytics to mid-size family offices. Third, we help the small business owner secure seed capital.

Lis4cg Facilitates $20 Million Policy

October 13th, 2013

Los Angeles, CA – October 13, 2013 – Lis4cg focuses in three areas. First, we facilitate life insurance policies that benefit family office structures and charitable tax exempt organizations. Second, we help mid-size family offices. Third, we help the small business owner secure seed capital.

Lis4cg recently facilitated a $20 million life policy for a California based family office. Since 2006, when Lis4cg first teamed with this family office, Lis4cg has facilitated $40 million of insurance. The trustee implemented the current tranche after empowering Lis4cg to scrutinize proposals from five agents and three brokers. The policy was implemented through Succession Capital Alliance of Newport Beach, CA.