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We work as Advisors to Advisors

Premium financing is a simple idea, but complex in practice. It requires access to sophisticated lenders and carriers, intimate understanding of lending markets—and unique communication skills for client presentations.

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Premium Financing

Partnering with us gives you the support of an experienced team and exclusive access to an effective program that exists nowhere else in the industry

  • A proven approval process that provides your client the Power of Choice℠
  • Solid relationships with major carriers experienced with premium-financed business
  • Unmatched lender network with preferential rates
  • Innovative and successful case designs
  • Comprehensive advisor support and service

We work as Advisors to Advisors. 

We work as Advisors to Advisors. 

We work as Advisors to Advisors. 

We work as Advisors to Advisors. 

We work as Advisors to Advisors. 

With Succession Capital Alliance you leverage our relationships and quarter-century of experience to help grow your practice to the next level.

Truly successful life insurance planning is an art backed by years of experience.

There’s no “one size fits all” solution: each client requires a unique plan reflecting their unique capital, income, business, tax, estate and charitable objectives. We work closely with you and your client’s other advisors to integrate the Capital Maximization Strategy℠ into a custom plan directed to specific ends.

If you already have a specific client in mind, fill out our Client/Prospect Analyzer to give us a running start on the case.