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AmeriLife and Succession Capital Alliance Partner to Expand Distribution Platform for Advanced Life Insurance Solutions

By Advos

TL;DR

AmeriLife's partnership with Succession Capital Alliance will provide a unique advantage in serving high-net-worth clients in the life insurance market.

Succession Capital Alliance's Capital Maximization Strategy finances policy premiums through custom loans tailored to each client's unique circumstances.

The partnership will expand distribution channels and provide advanced life, tax, estate, and succession planning solutions, benefiting financial professionals and their high-net-worth clients.

Succession Capital Alliance, known for its proprietary Capital Maximization Strategy, has helped place over $60 billion of life insurance and $6 billion of financed life premium since inception.

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AmeriLife and Succession Capital Alliance Partner to Expand Distribution Platform for Advanced Life Insurance Solutions

AmeriLife Group, LLC ("AmeriLife"), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, has announced a strategic partnership with Succession Capital Alliance (SCA) to broaden the distribution platform for advanced life insurance solutions.

SCA, known for its Capital Maximization Strategy, offers unique financing options tailored to high-net-worth clients to optimize the value of their life insurance assets. By teaming up with AmeriLife, SCA gains access to a vast wealth distribution network and shared services, enabling them to expand market opportunities and accelerate growth.

Julian Movsesian, president and CEO of SCA, expressed enthusiasm about the partnership, highlighting the ability to leverage AmeriLife's technology and analytical capabilities to enhance their distribution channels. This collaboration signifies a significant milestone for both companies in advancing wealth protection and providing comprehensive planning solutions for financial professionals.

Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group, emphasized the impact of the partnership on growing and sustaining wealth firms, stating that SCA's offerings will elevate the life insurance business and broaden protection solutions for agents and their clients.

With a focus on innovative strategies and leveraging technology, AmeriLife and Succession Capital Alliance are poised to revolutionize the distribution of advanced life insurance solutions, offering a holistic approach to wealth protection and financial planning.

About Succession Capital Alliance

Succession Capital Alliance is a leading provider of advanced life insurance planning for high-net-worth clients, specializing in maximizing the performance of life insurance assets through Premium Financing. For more information, visit SuccessionCapital.com.

About AmeriLife

AmeriLife is dedicated to providing insurance and retirement solutions that enhance the lives of pre-retirees and retirees across the United States. With a strong network of insurance agents and financial professionals, AmeriLife has been a trusted partner for over 50 years. For more information, visit AmeriLife.com.

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Advos

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