Lis4cg Facilitates $1 Million Financed Premium

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.

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