Archive for the ‘Family Office’ Category

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 $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 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 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.