Succession Capital Alliance

www.successioncapital.com

Succession Capital Alliance is the exclusive provider of the Capital Maximization Strategy (CMS) program. SCA was created as a joint venture between our CEO Julian Movsesian and a Fortune 20 company with a vision to redefine the way the industry thinks about and communicates the economic value of life insurance, and the ability to leverage its purchase in both estate and business planning applications for the high net worth client. SCA works closely with financial Advisors, including CPAs, Attorneys and Investment Managers to provide guidance and direction in the effective use of leverage when purchasing life insurance.

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Succession Capital Alliance is the exclusive provider of the Capital Maximization Strategy (CMS) program. SCA was created as a joint venture between our CEO Julian Movsesian and a Fortune 20 company with a vision to redefine the way the industry thinks about and communicates the economic value of life insurance, and the ability to leverage its purchase in both estate and business planning applications for the high net worth client. SCA works closely with financial Advisors, including CPAs, Attorneys and Investment Managers to provide guidance and direction in the effective use of leverage when purchasing life insurance.

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Country

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State

California

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City (Headquarters)

Newport Beach

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Regional Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Regional Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****

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