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 […]
2018 will represent a Paradigm Shift in how Life Insurance and Premium Financing are viewed in the face of Tax Reform. SCA will be hosting, once again, two Advanced Premium Financing conferences in Las Vegas. Succession Capital Alliance started this trend back in 2009 by hosting its first Premium Financing Conference in Las Vegas by […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Big Brothers Big Sisters of Orange County held its 51st annual gourmet Dinner on Sept. 17 at the Balboa Bay Resort in Newport Beach.
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.