Our approach brings a full-service partnership to the life insurance lending industry.
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We commit 100% of our team’s intellectual capital to every transaction to ensure the best outcomes for our partners.
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Not only do we team up with advisors for the long-term, but we also do our utmost to set up their clients for long-term success.

Jessica has extensive experience in the life insurance industry and has a unique perspective on premium financing. She has been working in the life insurance industry for the past decade, gaining valuable insights and knowledge along the way. Early on in her career, she had a fascinating encounter that shaped her understanding of Premium Finance policies. A close friend approached her with the intention of purchasing a substantial Premium Finance Life Insurance policy for his estate taxes, however, he was not happy after learning about the sizable interest payments involved.

This experience prompted Jessica to delve further into the benefits of financing life insurance policies. She began exploring alternative routes to help clients manage their policies more efficiently, discovering this method, introduced to her by Jason Montgomery, where the client pays ZERO premium. This innovative approach eliminates the burden of premium payments, however, it is only available to individuals with a high net worth and meet certain financial standards set by the financial institution providing the service. These requirements may vary based on the policy, insurer, and the specific terms and conditions of the premium finance arrangement.

Outside of her professional life, Jessica resides in the vibrant city of Miami Beach, Florida, with her devoted boyfriend, Eric, and her beloved Yorkshire Terrier, Cookie. While she enjoys the sunshine and energetic atmosphere of Miami Beach, her roots can be traced back to New Jersey, where her parents still reside. Jessica is very close with her family and her sister has made her home Arizona where she now lives with her fiancée.

Ciara E. Lister, Esq., and her law firm, Lister Law, P.A., play a key role as a strategic partner to Leverage Capital Partners, offering expertise in trust drafting and insurance guidance. Her involvement is crucial for high-net-worth clients in the financing process. With a strong legal background, both Nevada and Florida Bar Memberships, an insurance license, and a focus on holistic legal and financial solutions, Ciara brings a wealth of experience in estate, contractual, and financial planning. This partnership with Leverage Capital enriches our client services, combining her legal acumen, estate planning prowess, and commitment to comprehensive client service, ensuring effective wealth management and security for our clients.