Succession Capital Alliance Goes To the Next Level With Addition of Executive Vice President Advanced Tax Planning
Succession Capital Alliance Goes To the Next Level With Addition of Executive Vice President Advanced Tax Planning
11/14/23, 4:28 PM
Location
newport beachIndustry
insurance
Position
executive vice president of advanced tax planning
Succession Capital Alliance , the leading provider of advanced life insurance solutions for high-net-worth clients, is thrilled to announce the appointment of Kristin Williams, Esq., as Executive Vice President, Advanced Tax Planning. Having nearly 20 years of experience in the insurance industry, a JD and LLM in taxation, Williams brings a skillset in advanced underwriting and case design solutions for SCA's affluent clientele. With a unique blend of expertise and leadership, she will also provide technical support to the SCA team.
The appointment of Kristin Williams as Executive Vice President marks a significant milestone in SCA's ongoing commitment to providing customized insurance solutions serving the HNW market.
Company Info
Location
newport beach, california, united states
Additional Info
Succession Capital, headquartered in Newport Beach, CA, 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 client's portfolio.