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Not only does SCA bring great value upfront in being the knowledge and the information and the ability to access lenders, but even more importantly is the infrastructure and commitment to servicing the cases, to reselling them each year, to making sure they’re performing appropriately. Being able to have and do business for someone who has that infrastructure is critical to the long-term success of that policy.

Dave O'MalleyChief Executive Officer, Penn Mutual

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Education and support of the advisor doing the premium financing is critically important. Working with a firm like Succession Capital, working with Julian Movsesian, that’s what gives us the comfort.

Dawn BehnkeExecutive Vice President, Pacific Life

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One of the reasons we enjoy working with Succession Capital: We know the high standards that are used and maintained in the selling of IUL and the promotion of premium financing opportunities. That is not always the case in our Industry.

Brooks TinglePresident & Chief Executive Officer, John Hancock