The Power of Two

Cascade Premium Funding has joined forces with the originator and biggest innovator in the premium financing industry, Succession Capital Alliance™, to establish the gold standard in advanced life insurance planning for your high-net-worth clients.

 

What Sets Us Apart

This affiliation gives you access to an extraordinarily effective program.

• A proven approval process that provides your client the Power of Choice℠
• Solid relationships with major carriers experienced with premium-financed business
• An unmatched lender network with preferential rates
• Innovative and successful case designs
• Comprehensive advisor support and service

With the power of Cascade Premium Funding and Succession Capital Alliance you leverage our relationships and a quarter-century of experience to help grow your practice to the next level.

Our Leadership

Meet the leaders of Cascade Premium Funding and Succession Capital Alliance who will help you capitalize on the wealth preservation, protection and growth potential that premium financing offers.

Cliff Layton
Founder and President
Cascade Premium Funding

Cliff has worked in the High Net Worth community for over 25 years primarily as a consultant to business start-ups, management teams, and IPO’s.
His expertise in understanding the unique challenges facing High Net Worth and Ultra High Net Worth business owners and individuals gives Cliff a specialized insight into identifying the optimal premium financing solution for each client.
As co-founder of Cascade Premium Funding, Cliff has assembled an outstanding team and network of highly skilled individuals unmatched in the premium financing space.
A native of the northwest, Cliff now calls San Diego home, where he and his wife take full advantage of the Southern California climate with family and friends.

Julian Movsesian
President and CEO
Succession Capital Alliance™

Julian started his career in the life insurance industry in 1986 when he joined Connecticut Mutual Life and was Rookie of the Year. Ten years later he created and introduced the concept of financed insurance, which he called the Capital Maximization Strategy℠ (CMS). Over the years CMS has been endorsed by 10 major life insurance carriers and continues to be nationally recognized as the largest and longest-running premium finance program in the insurance industry. He formed Succession Capital Alliance in 2004, which is the exclusive provider of the Capital Maximization Strategy℠. As a philanthropist, Julian and Succession Capital Alliance Foundation support charitable organizations that take care of abused, orphaned and disabled children.

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FOR IMMEDIATE RELEASE

Cascade Premium Funding and Succession Capital Alliance Form Marketing Affiliation

Newport Beach, California – Aug. 29, 2019 – Cascade Premium Funding is excited to announce a marketing affiliation with Succession Capital Alliance, one of the nation’s leading premium financing firms.

Cascade will assist CPAs and estate and tax attorneys with life insurance planning for their high-net-worth clients by utilizing Succession Capital Alliance’s Capital Maximization Strategy (CMS), the largest and longest-running premium financing program in the industry.

“We’re excited to be able to bring Succession Capital Alliance’s highly respected premium financing program to more professionals to help maximize the value of their clients’ insurance assets,” said Cascade Premium Funding’s founder and president, Cliff Layton.

Succession Capital Alliance president and CEO, Julian Movsesian, stated, “This affiliation creates an opportunity for more professionals in the High Net Worth space to experience the power of our CMS program in maximizing their clients’ life insurance portfolios.”

Mr. Layton added that the solutions offered are for clients who are considering life insurance for the first time and those who have a life insurance currently in place and want to improve their rate of return and cash flow through CMS proprietary designs.

About Cascade Premium Funding

Cascade Premium Funding is a premium financing firm that focuses on wealth preservation, protection and growth for high-net-worth and ultra-high-net-worth individuals and business owners. Based in San Diego, the company provides premium financing solutions to clients throughout the United States.

About Succession Capital Alliance

Succession Capital Alliance was founded in 2004 as a partnership between a Fortune 20 company and Julian Movsesian, who created the concept of financed insurance, which he called The Capital Maximization Strategy, in 1996. SCA’s collaboration with financial advisors has resulted in a financed premium portfolio that now exceeds $4 billion and more than $43 billion of life insurance.

Contact: Cliff Layton

cliff@cascadepremiumfunding.com

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