Succession Capital Alliance (SCA) is widely recognized as one of the largest and most successful estate planning firms in the country. Over the last 15 years, SCA has advised clients both on how to best protect their businesses and on the most cost effective means of transferring their wealth whether to charity or to family members.
Through innovative and unique strategies, SCA is able to obtain large life insurance policies for their clients while discounting clients cash commitment to the policies by up to 80 percent. This favorable structure is achieved through SCA’s distinctive loan products that allow clients to pay their premiums via SCA’s CMS program, versus paying the premiums out of pocket.
SCA and its CMS program is the only program endorsed and cobranded by the top 10 major life insurance carriers and, to date, has successfully placed over 26 billion dollars of life insurance.
Our Services Include
- Advanced Estate Planning
- Business Succession Planning
- Asset Protection
- Personal Life Insurance
- Retirement Planning
- Charitable Planning
- Analysis of Existing Policies