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SERVICES AND BENEFITS

Succession Capital Alliance consultants are widely respected within the financial services industry as experts in the field of life insurance premium financing, and serve as consultants to insurance professionals, attorneys, CPAs, and financial advisors on the proper placement and funding of life insurance within the client’s overall financial plan.

Succession Capital Alliance will review, package, and customize an individual solution based on each client’s needs and resources. SCA consultants are experts in advanced insurance strategies utilizing premium financing.

CONCEPTS AND STRATEGIES

1035 Exchange Alternative - Recapture existing cash surrender values and have them work more effectively outside the policy

Split Dollar Exchange program - Terminate an existing Split Dollar arrangement while continuing to provide estate liquidity within an ILIT.

Proprietary Concept for Business, Estate Planning, and Asset Protection - Clients must have a minimum net worth of $25 million

OUR VALUE ADVANTAGE

Experience
We have experience in every aspect of life insurance premium financing – communication, design, implementation, and review.

Knowledge
Knowing when and how to use premium financing is a strength we demonstrate with every case. When coupled with our knowledge of life insurance products, designs, and strategies, we set ourselves apart as experts in the industry.

National Recognition
We are nationally recognized as experts by experts in the insurance, business, and estate planning fields.

Disciplined and Focused
Our focus is Life Insurance. It's that simple.

Strategic Partner
As a catalyst or as a member of an advisory team, our experience, knowledge, recognition, and disciple are valuable assets that complement our involvement with a client.

CASE STUDIES

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