Closing Out Summer In Style!


Advocate Capital Inc. Jamaican Me Crazy BingoBoy, it is hard to be believe Labor Day Weekend is already here…the un-official end of summer for 2014!  As a show of appreciation to all of our hardworking associates (even those remote employees), the  Business Development Team hosted our first annual Jamaican-Me-Crazy Bingo lunch for all employees.  We enjoyed a lunch of savory Jamaican jerk chicken and traditional sides while we spun the Bingo wheel for cash and gift card prizes.  As a company we grew 17% in the last 12 months, and the business development team is poised to deliver our busiest August in company history.  We could not accomplish any of this if not for the hard work and dedication of our Nashville employees.  They all live and deliver our mission and value proposition of helping our customers get even better results for their clients.


View more photos from the lunch in our Facebook and Google+ albums.


On behalf of everyone at Advocate Capital, we wish you a glorious long weekend full of rest and relaxation with your family and friends.  We are looking forward to autumn, football, and finishing the year strong.


Jeff Glueck

Vice President – Business Development


Choulos and Client Receive Policy Limits on the Brink of Trial


Advocate Capital, Inc. client George ChoulosCongratulations to longtime colleague George Choulos and his client on this outstanding settlement.   Defendants repeatedly denied liability, had offered -0- up until the week before trial, and then accepted plaintiff’s statutory policy limits offer.  Rounding out the plaintiff’s team was Scott Righthand, also located in San Francisco.


The motorcycle-automobile accident that is the subject of this litigation occurred in 2007 in Gilroy, California.  The plaintiff was riding his Harley Davidson motorcycle in the northbound lane of travel.  The defendant driver was operating his Mercedes automobile ahead of the plaintiff, also in the northbound lane of travel.  Defendant admitted that he was unfamiliar with the area, en route to a party, and recognized the party house AFTER he had already passed it.  Suddenly and without warning, the defendant made an unsafe, last-minute U-turn.  The plaintiff was faced with an emergency situation and in an attempt to possibly avoid the collision, he chose to veer left into the southbound lane of travel.  Unfortunately, the motorcycle collided with the Mercedes causing catastrophic injuries to the plaintiff.  The defense hotly contested liability on the basis that the plaintiff was following too closely until the very end when Plaintiffs’ team of experts convinced them they were likely to lose at trial.


The plaintiff was rendered a paraplegic and suffered permanent brain damage.  Plaintiff incurred out-of-pocket medical expenses in excess of $1.9M.  He was unable to return to work and it is believed that he will never be able to maintain gainful employment.  Future medical expenses are estimated at $11MM+.


Mr. Choulos is a partner at Choulos, Choulos & Wyle.  While handling all types of catastrophic injury cases, the firm is renowned for its experience in handling motorcycle and bicycle accidents, as well as pedestrian accidents and brain injury claims.  Clearly, this expertise and experience made a huge difference in this case with the defendant denying liability all the way up to trial.  To read more about motorcycle case results and ALL case results by the firm, click here.


Advocate Capital, Inc. is thrilled to support the important work done by trial lawyers around the country and in particular, those like Choulos, Choulos & Wyle who have the experience and wherewithal to fight for injured citizens even when justice is 7 years in the making.


Donna A. Jones

Senior Vice President


Labor Day Holiday


Advocate Capital Inc. labor day office hoursIn observance of the Labor Day holiday, our offices will be closed on Monday, September 1st.  All payments, fundings and other transactions received on this day will be processed promptly on Tuesday, September 2nd.


Should you have any questions regarding the processing of any transaction, please feel free to contact our Accounting Team at 1-615-577-5448 or by email to this address:


Thank you for being our valued customer. The entire ACI Team wishes a safe holiday to all of our customers, staff and their families.



Vice President, Finance and Administration


Advocate Capital, Inc. Extends Special Referral Promotion Deadline


Advocate Capital Inc celebrates 15th AnniversaryAs you may have read in a recent press release, Advocate Capital, Inc. launched a special promotion increasing referral bonuses by 50% for a limited time. The deadline for this promotion has now been extended to November 1, 2014.


This means for all referrals received from outside the company by the new November 1 deadline that become our clients by December 31, 2015, we will pay the referring party a $1,500 bonus.


This special promotion celebrates Advocate Capital’s 15th year of standing behind trial attorneys by showing appreciation for our referral sources. Referrals from our existing customers and friends in the industry remain our leading source for new clients.


Details about the Advocate Capital, Inc. referral bonus promotion are available at or by calling 1-877-894-9724.


Tina Burns

Vice President


CAALA Annual Las Vegas Convention



2014 CAALA Vegas

Will you be attending the Consumer Attorneys Association of Los Angeles’ Annual Las Vegas Convention at the Wynn Las Vegas on August 28-31?


Donna Jones and Lisa Wagner will be representing Advocate Capital, Inc. at booth #233 throughout the convention. Stop by and discover how our case expense funding product can help you get even better results for your clients.


CAALA Vegas Convention is “the largest convention of trial attorneys in the nation.” This convention, hosted at the Wynn Las Vegas, features networking events, over 100 exhibitors and education sessions presented by top trial lawyers, jurists and legal consultants from across the country. Attendees can earn up to 20 hours of MCLE in just one weekend in Vegas!


Don’t forget to visit our booth and enter our raffle for a chance to win a Pebble Steel Smartwatch!


We hope to see you there.


Tina Burns

Vice President


We’re Growing!


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Advocate Capital, Inc. is growing!  In our efforts to continue our high level of customer service, we are currently recruiting for a new Accounting Specialist to add to our Accounting Team.  If you or someone you know in the Nashville market is interested, please submit your resume for consideration!


Click here to view the job posting.



Vice President, Finance and Administration


Photo Credit: © oneo2 /

Celebrating 15 Years with Sid Gilreath


2014 marks Advocate Capital, Inc.’s 15th year of standing behind trial attorneys. To celebrate our anniversary, President and CEO Michael J. Swanson recently interviewed our first customer who is still a customer, Attorney Sid Gilreath of Gilreath & Associates, PLLC, about his experience with Advocate Capital over the past 15 years.



New “Dark Posts” for Facebook Pages


New Dark Posts for Facebook, Advocate Capital, Inc. reportsFacebook has released a new form of posting for Pages that allows managers more control of targeting. Unpublished posts, or “dark posts,” can improve your page’s ability to test content, according to a recent article by advertising professional Emily Wilson.


Ms. Wilson states that in the past Facebook would only “allow Page Managers to limit their posts to specific groups of fans” with targeted posts, but the new “unpublished posts give Page Managers total control over who sees what message.” This new form of posting is unique because you can create posts strictly for promotion purposes targeting a specific population without them showing up on your Page.


Remember moderation is crucial for any form of advertising. “Promoting unpublished posts that have nothing to do with what your Page offers, what your product does, or what your brand is about are misleading and will only result in your losing fans and Edgerank,” adds Ms. Wilson.


Be sure to read Ms. Wilson’s complete article, “Unpublished Posts: Using “Dark Posts” On Facebook To Test Content” to learn how to get started.


Tina Burns

Vice President


Free CLE Webinar: “Proposed Changes to the Federal Rules of Civil Procedure”


Photo credit: <a href="" target="_blank">Billaday</a>

This month’s free webinar from Public Justice is Monday, August 25th, at 2:00 p.m. ET / 11:00 a.m. PT.


This webinar will focus on the proposed changes to the rules of discovery. Presenters Stuart Ollanik of Ollanik Law, LLC, Beth Terrell of Terrell Marshall Daubt & Willie, PLLC, and John Vail of John Vail Law, PLLC will help participants understand “what is changing, and what lawyers need to do to best represent their clients in the face of a changing discovery landscape.”


During this webinar, you will learn how to:


  • Use changes in the case management process to get more discovery at less expense.
  • Keep the historic changes to Rule 26 – the heart of the discovery rules – from barring the doors to justice for our clients.
  • Show judges that “proportionality” and “cost-shifting” language should not be used to make the injured party bear the defendant’s discovery costs.
  • Use a new tool to uncover stonewalling.
  • Navigate the new sanctions standard.


This is a special non-Speaker Series webinar. Registration is open to the public. Don’t miss out! (Register Online)


Click here for more details.


CLE Credit Provided

*CLE credit can be applied to AK, AK, AZ, CA, CO, FL, ME, MN, NJ, NY, ND, OH, OR, TX, and WI. States with no CLE Credit: CT, DC, MD, MA, MA, MI, SD.


Tina Burns

Vice President

Photo Credit: Bill Selak via photopin cc

Appreciate Your Employees!


Appreciate your employees, Advocate Capital, Inc. recently reported the current economy shows the strongest demand for U.S. workers since 2001.  It is taking longer for employers to fill vacant positions with high quality candidates.  Due to the large number of open positions, some employers are experiencing a higher rate of turnover as existing employees pursue other opportunities.


What is your firm doing to retain your best talent?  In addition to paying a competitive wage, here are a few suggestions made by Human Resources Expert, Susan M. Heathfield:


  • Clearly communicate expectations.
  • Use your employees’ talents and skills.
  • Treat employees fairly and equally.
  • Invest in your employees through training.
  • Provide employees with the tools needed to complete their jobs.
  • Express appreciation through rewards and recognition.


Click here to read the full Bloomberg article or here to read Ms. Heathfield’s complete article.


Kelly A. O’Leary, CPA, CGMA, MBA, CITP, CIA, CFE

Vice President, Finance and Administration


Case Expense Financing at a Net Cost of Less Than 1%*

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