Lis4cg Facilitates $20 Million Policy

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.

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