As the bedrock of premium life insurance financing, you can rest assured that Succession Capital Alliance will be there, year after year, to support you and your client. We monitor your client’s life insurance plan to ensure expected performance, making changes when necessary to improve your client’s position. We promise a smooth process and unparalleled service; after all, our most valuable assets are our Advisors and their clients, and we take pride in delivering high-touch service.
Our unmatched lender and carrier relationships allow us to make all aspects of the design as competitive as possible. After the 2009 credit crisis, many financing programs left the marketplace; however, we continued to service our clients, and loans continued without deviation from the original design.