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PROTECTING THE WEALTH AND LEGACY OF HIGH-NET-WORTH CLIENTS IN PARTNERSHIP WITH
ADVISORY TEAMS.

Our Approach


EXPERIENCE AND COMMITMENT

$
60B



INSURANCE PLACED

$
6B



PREMIUM FUNDED

1996



INDUSTRY LEADER & CREATOR SINCE


YOUR STRATEGIC PARTNER IN PREMIUM FINANCING FOR LIFE INSURANCE

As the creators of premium financing for life insurance, Succession Capital
Alliance’s experienced team constructs flexible solutions, providing invaluable
expertise and designing tailored legacy plans for high-net-worth clients across
the nation.

LEARN MORE


YOU BUILT YOUR FORTUNE, SUCCESSION CAPITAL ALLIANCE PROTECTS AND MAXIMIZES IT

Life insurance can be an important tool to help protect your family and your
business for generations to come. Life insurance provides many benefits,
including a source of immediate liquidity when it’s needed most.

GET STARTED


CUSTOM SOLUTIONS THAT STAND THE TEST OF TIME

SCA’s proprietary and nationally recognized Capital Maximization Strategy℠ (CMS)
delivers a powerful, flexible, and efficient option for permanent life  premium
payments. The core of the Capital Maximization Strategy℠ is “the option of”
financing policy premiums through a customized loan.

DISCOVER SCA

INTEGRITY.     TRUST.     EXPERTISE.      SERVICE.      PARTNERSHIP.      

INTEGRITY.     TRUST.     EXPERTISE.      SERVICE.      PARTNERSHIP.      

INTEGRITY.     TRUST.     EXPERTISE.      SERVICE.      PARTNERSHIP.      

INTEGRITY.     TRUST.     EXPERTISE.      SERVICE.      PARTNERSHIP.      

INTEGRITY.     TRUST.     EXPERTISE.      SERVICE.      PARTNERSHIP.      


HARNESS THE POWER OF LIFE INSURANCE WITHOUT LIQUIDATING ASSETS

There’s no “one size fits all.” We work closely with you and your client’s other
advisors to develop a custom plan directed to your client’s specific capital,
income, business, tax, estate and charitable objectives.

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Learn more about the:


CAPITAL MAXIMIZATION STRATEGY℠ (CMS)


TRUSTED BY ADVISORY TEAMS & THEIR HIGH-NET-WORTH CLIENTS FROM COAST TO COAST


  

> “
> 
> Not only does SCA bring great value upfront in being the knowledge and the
> information and the ability to access lenders, but even more importantly is
> the infrastructure and commitment to servicing the cases, to reselling them
> each year, to making sure they’re performing appropriately. Being able to have
> and do business for someone who has that infrastructure is critical to the
> long-term success of that policy.
> 
> Dave O'MalleyChief Executive Officer, Penn Mutual

> “
> 
> Education and support of the advisor doing the premium financing is critically
> important. Working with a firm like Succession Capital, working with Julian
> Movsesian, that’s what gives us the comfort.
> 
> Dawn BehnkeExecutive Vice President, Pacific Life

> “
> 
> One of the reasons we enjoy working with Succession Capital: We know the high
> standards that are used and maintained in the selling of IUL and the promotion
> of premium financing opportunities. That is not always the case in our
> Industry.
> 
> Brooks TinglePresident & Chief Executive Officer, John Hancock


HAVE YOU HEARD THE NEWS?



FILTER

AllCapital Maximization StrategyEventsPremium Financing


AMERILIFE AND SUCCESSION CAPITAL ALLIANCE PARTNER TO EXPAND DISTRIBUTION
PLATFORM FOR ADVANCED LIFE INSURANCE SOLUTIONS


SUCCESSION CAPITAL ALLIANCE KICKS OFF NEW YEAR BY JOINING M FINANCIAL GROUP


SAIL TO SUCCESS – SCA UNVEILS 2024 ADVANCED PREMIUM FINANCE CONFERENCE SCHEDULE



READ MORE


DISCOVER SCA

Learn More



SUBMIT A CASE

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MAXIMIZE YOUR CLIENT’S LIFE INSURANCE ASSETS

CONTACT US

ADVISORS

FAQS

SCA FOUNDATION

SUBMIT A CASE

PHONE: (949) 794-1882

FAX: (949) 794-1886

INFO@SUCCESSIONCAPITAL.COM

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MAXIMIZE YOUR CLIENT’S LIFE INSURANCE ASSETS

CONTACT US

PHONE: (949) 794-1882

FAX: (949) 794-1886

INFO@SUCCESSIONCAPITAL.COM

LINKEDIN

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