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Our Credibility

Our Credibility

Succession Capital Alliance is a nationally recognized leader in advanced life insurance planning for high net worth clients.  Financial professionals leverage our expertise to establish a competitive edge.

  • We advise attorneys, CPAs and financial advisors in client life insurance portfolio review.
  • We consult for top life insurance carriers regarding premium financing design and implementation.
  • We train producers and their broker general agencies to better understand and implement premium financing for clients.