Julian Movsesian is the President and Founder of Capital Management Strategies℠, Inc. (CMS Inc.) and CEO of Succession Capital Alliance™ (SCA). In 1985 Julian began his life insurance career when he joined Connecticut Mutual Life, which later merged with MassMutual Life. From that very first year in the business, he consistently ranked as one of the top producers in the company often at national levels.
In 1996, all while being one of the leading agents in the industry, Julian introduced his most exciting endeavor, the creation of the financed insurance concept, The Capital Maximization Strategy (CMS). Over the years CMS has been endorsed by 10 major insurance carriers, and continues to be nationally recognized as the largest and longest running premium finance program in the insurance industry. For more than 2 decades CMS has benefited affluent clients, businesses and families.
Emerging from an inventive partnership between CMS Inc. and a Fortune 20 company, Succession Capital Alliance™ (SCA) was formed in 2004 to address a void in the understanding and communication of life insurance within the insurance industry. Today, Advisors throughout the country utilize SCA for their high-net-worth clients for estate and succession planning purposes. This collaboration has resulted in the placement of more than $52 billion of life insurance coverage, with a financed premium portfolio that now exceeds $5 billion.
Julian’s skills as an innovator in the insurance industry are recognized nationally. He is invited frequently to be a guest speaker at national conferences for leading insurance companies. He has received numerous awards and honors. Julian and Succession Capital were presented the Reinventing Company of the Year award from Associated Corporate Growth (ACG) for having reshaped the landscape of the life insurance industry in how the affluent purchase life insurance policies for estate, business, and retirement planning purposes. Recently, Julian made the Orange County Business Journal's OC 500 list, which highlights Orange County's most influential individuals.
As a philanthropist, Julian and Succession Capital Alliance Foundation give back to the community by supporting various charitable organizations that support children through education and direction to encourage them to reach their full potential. Julian was recently honored by Childhelp with their Philanthropic Award and by Big Brothers Big Sisters with their Man of the Year award.
