Succession Capital Alliance
www.successioncapital.comSuccession 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.
Read moreSuccession 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.
Read moreCountry
State
California
City (Headquarters)
Newport Beach
Employees
11-50
Founded
1996
Estimated Revenue
$1,000,000 to $5,000,000
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Regional Vice President
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Technologies
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