News and Events

News and Events

STEP Conference – Newport Beach, California – February 15-16, 2018
Feb 15, 2018 - Feb 16, 2018

  EMERGING TOPICS “Life Insurance Premium Financing” The Society of Trust and Estate Practitioners will be holding its 7th Annual Institute on Tax, Estate Planning, and the Economy at the Islands Hotel located in Newport Beach, California.  As a platform speaker Julian will be presenting the Power of Choice using Intelligent Leverage with Life Insurance […]

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Advanced Premium Finance Conferences – Sponsored by Penn Mutual and Pacific Life
Feb 26, 2016 - Feb 26, 2016

Four Seasons Hotel – Las Vegas, February 26 – 28, Penn Mutual Four Seasons Hotel – Las Vegas, March 22 – 24, Pacific Life This year, SCA hosted two back to back Advanced Premium Finance Conferences. We were excited to host over 200+ advisers, CPA’s, and attorneys to discuss the SCA process for providing maximum […]

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Philanthropy – SCA’s CEO named Childhelp Founder’s Man of the Year
Jan 15, 2017

January 14 , 2017 §  On January 14, 2017 Julian Movsesian, MBA, was awarded the “Childhelp Founders Man of the Year Award” at a gathering of philanthropic leaders in the community.  Julian and Succession Capital Alliance Foundation participate regularly in causes that promote a productive future for children. §  Julian stated, “Children come into the […]

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Succession Capital Alliance Honored for Reinventing the Industry of Life Insurance
May 13, 2016

Succession Capital Alliance has been awarded the Reinventing Company of the Year award from the Orange County Chapter of the Association for Corporate Growth (ACG). This coveted award recognizes how the strategies offered by Succession Capital Alliance have reshaped the landscape in how the affluent purchase large life insurance policies for estate, business, and retirement […]

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The Advanced Premium Financing Conference – Helping Producers Achieve Increased Success Through Premium Financing
May 13, 2016 - May 15, 2016

Four Seasons Hotel – Las Vegas, May 13th thru 15th, 2016 As the leader in the advanced application of life insurance using premium financing, we are excited to host our 2016 Premium Financing Conference. Truly successful life insurance planning is an art, and must be customized for each client to achieve his or her unique […]

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More Similar Than You Think – A White Paper on Premium Financing By: Dean J. De Marco
Feb 15, 2016

Over the past two decades of navigating the world of life insurance premium financing I continue to recognize a divide between the advisor of the high net-worth client and the client. This divide may exist because of a minimal understanding of the lending facility that is used to borrow premiums to purchase a life insurance […]

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Capitalizing on the Unprecedented Opportunities available using IUL, Whole Life, and Premium Financing as Interest Rates Rise
Jan 20, 2016

Mark your calendar to participate in our next Advanced Premium Financing webinar on Wednesday, February 10th at 11:00 am (Pacific Time). Now that interest rates have increased, what does that mean for your clients and life insurance sales?  The fact is that an increasing interest rate environment represents a huge opportunity when applying Intelligent Leverage […]

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Philanthropy – SCA helps Big Brothers Big Sisters of Orange County Break Record
Oct 13, 2015

Big Brothers Big Sisters of Orange County held its 51st annual gourmet Dinner on Sept. 17 at the Balboa Bay Resort in Newport Beach.

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The Fed is Your Friend – Financed Life Insurance is the Bargain of the Century!
Oct 07, 2015

We’ve all heard the expression – Don’t Fight the Fed. We just received a gift from Janet Yellen, Chairperson of the Federal Reserve, announcing that interest rates will not be increased at this time. How can you take advantage of this opportunity? Financed life insurance using Intelligent Leverage™. This strategy is custom designed allowing the affluent to borrow capital at today’s low rates, and in turn use this capital to pay premiums for a life insurance policy.

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Light a Candle
Sep 07, 2015

“It is better to light a candle than to curse the darkness,” according to a Chinese proverb that is also attributed to Eleanor Roosevelt. Wherever the quote came from, the point is clear: When problems arise, successful people seek solutions. - by Julian Movsesian, MBA

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