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Submitted URL: http://www.successioncapital.com/
Effective URL: https://successioncapital.com/
Submission: On July 19 via api from US — Scanned from DE
Effective URL: https://successioncapital.com/
Submission: On July 19 via api from US — Scanned from DE
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Manage Cookie Consent To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions. Functional Functional Always active The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Preferences Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Statistics Statistics The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. Marketing Marketing The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. Manage options Manage services Manage {vendor_count} vendors Read more about these purposes Accept Deny View preferences Save preferences View preferences Privacy Policy {title} Skip to main content Close Search Menu * Home * Approach * Discover SCA * Insights * Connect * Submit a Case 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. Play Video 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 Get Started 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 LINKEDIN MAXIMIZE YOUR CLIENT’S LIFE INSURANCE ASSETS CONTACT US PHONE: (949) 794-1882 FAX: (949) 794-1886 INFO@SUCCESSIONCAPITAL.COM LINKEDIN © Succession Capital Alliance 2024. Privacy Policy. Terms & Conditions. Site Credit. * Home * Approach * Discover SCA * Insights * Connect * Submit a Case Close Menu Manage consent