Succession Capital Alliance
InsuranceView the employees at
Succession Capital Alliance-
Michael Rothman Chief Distribution Officer at Succession Capital Alliance
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Newport Beach, California, United States
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Rising Star
Mark D. Graham VP Strategic Partnerships Division-
Greater Houston
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Rising Star
Jacquelyn Garcia Executive Assistant to the CDO at Succession Capital Alliance-
Irvine, California, United States
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Top 10%
Overview
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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