Succession Capital Alliance Email Format
InsuranceCalifornia, United States11-50 Employees
Succession Capital Alliance is a California-based firm operating in the insurance sector, focusing on sophisticated life insurance planning. It serves financial advisors and their high-net-worth clients, helping them structure and optimize life insurance arrangements. The company aims to improve the performance of life insurance assets through premium-based approaches that create leverage within client portfolios, guided by a Capital Maximization Strategy. Its client base comprises professional advisors serving high-net-worth individuals who seek structured life insurance solutions. The firm is based in Newport Beach, California, and operates in the professional services and insurance space, concentrating on asset optimization through structured life insurance arrangements. In May 2024, Finseca announced a strategic partnership with Succession Capital Alliance.