Succession Capital Alliance

Q: What is Succession Capital Alliance's company size?

Succession capital alliance has 11 - 50 people working.

Insurance

Specialities :

Traditional life insurance premium financing

Advanced life insurance design and utilization

Premium financing - loan design and coordination with advisors

And discounting the cash flow necessary to purchase life insurance

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Succession Capital Alliance, headquartered in Newport Beach, California, is the gold standard in advanced life insurance planning for advisors and their high-net-worth clients. With a singular focus on maximizing the performance of life insurance assets through Premium Financing, SCA leverages the Capital Maximization Strategy to provide leverage within a clients portfolio. For additional information, please visit SuccessionCapital.com

Contact Information

Newport Beach , California , United States

info@successioncapital.com

successioncapital.com

Succession Capital Alliance Org Chart

Employees

Total Employees:
16

Top Contacts:
1

C-Level 0	VP - Level1
Director-	Manager-
Others15

Employees Working At Succession Capital Alliance

Danielle Williamson

Chief Operating Officer

Jacquelyn Garcia

Executive Assistant to Chief Executive Officer

Kyle Castner

Vice President

Alexandra Jorczak

Director of Client Solutions

Kyle Castner

Vice President

Succession Capital Alliance Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Chatham, NJ	communication, integrity, financial, e, clu
Build & Release	Chatham, NJ	communication, integrity, financial, e, clu
Digital Transformation	Chatham, NJ	communication, integrity, financial, e, clu
Embedded Design	Chatham, NJ	communication, integrity, financial, e, clu
Support	Chatham, NJ	communication, integrity, financial, e, clu

Trigger

Tech Stack Used By Succession Capital Alliance

A quick view of products employed by Succession Capital Alliance

Salesforce

List of technologies used by Succession Capital Alliance

Communication

Financial

Languages Used By Succession Capital Alliance

Clu E

OS Used By Succession Capital Alliance

Integrity

Jobs at Succession Capital Alliance

Hiring 2024-11-09 00:28:25

AVP Business Development

Chatham, NJ

Assistant Vice President, Business DevelopmentLocation: Chatham NJ, Scottsdale AZ or Newport Beac...

Frequently Asked Questions About Succession Capital Alliance

What does Succession capital alliance do?+

What are Succession capital alliance's specialties? +

Traditional life insurance premium financing,advanced life insurance design and utilization,premium financing - loan design and coordination with advisors,and discounting the cash flow necessary to purchase life insurance