Succession Capital Alliance
Insurance · 11 Employees
Phone Number: 19497941882
Email Address: info@successioncapital.com
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About
Succession Capital Alliance is the exclusive provider of the Capital Maximization Strategy (CMS) program. SCA was created as a joint venture between our CEO Julian Movsesian and a Fortune 20 company with a vision to redefine the way the industry thinks about and communicates the economic value of life insurance, and the ability to leverage its purchase in both estate and business planning applications for the high net worth client. SCA works closely with financial Advisors, including CPAs, Attorneys and Investment Managers to provide guidance and direction in the effective use of leverage when purchasing life insurance.
Year Founded
1996
Social Media
Linkedin
Industry
Insurance
HQ Location
4695 MacArthur Ct
Suite 400
Newport Beach, California 92660, US
Keywords
Traditional Life Insurance Premium FinancingAdvanced Life Insurance Design and UtilizationPremium Financing - Loan Design and Coordination with Advisorsand Discounting the Cash Flow necessary to purchase life insurance
Location
- 4695 MacArthur Ct Suite 400 Newport Beach, California 92660, US
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andywarhol@successioncapital.com
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awarhol@successioncapital.com
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andyw@successioncapital.com
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andy@successioncapital.com
last
warhol@successioncapital.com
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