SCA-CMS PREMIUM FINANCE PROGRAM

For individuals who can benefit from a life insurance financing strategy, Succession Capital Alliance exclusively employs the Capital Maximization Strategy (CMS) program.  At its core, CMS is a funding strategy that enables clients to finance their insurance premiums, leveraging the lender’s capital and retaining the use of their own assets for other investment opportunities.  The dual leveraging and arbitrage opportunity is a concept most high net worth individuals are already familiar with, making it an economically friendly method for life insurance funding.

CMS is the longest running and most successful premium finance program in existence.  The CMS loan has funded multi-billions in face amount.  It is endorsed and utilized by ten of the most respected life insurance carriers in the industry.

MESSAGE FROM CEO

As a result of the recent enactment of the Tax Relief Act our design team has been working diligently to create wealth transfer strategies that incorporate the newly increased life time gift exemption of $5,000,000. There are a number of planning techniques ... READ MORE

WORK WITH US

Partnering with SCA gives Advisors exclusive access to an extraordinarily effective program that exists nowhere else in the industry. More

CONTACT US

Succession Capital Alliance
4695 MacArthur Court, Suite 400
Newport Beach, CA 92660

(949) 794-1882 Phone  |  (949) 794-1886 Fax
info@successioncapital.com