Lis4cg Facilitates $26 Million of Life Insurance

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.

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