Succession Capital Alliance

Day 3 of SCA Forum 2025 brought our incredible time in Vegas to a powerful close yesterday. From high-impact panels to candid conversations and collaborative moments, the energy never slowed. As we head home, we take with us more than just insights—we carry renewed vision, stronger partnerships, and the shared momentum to shape what’s next. To every speaker, attendee, and leader who made this event unforgettable: thank you. Here’s to the close of SCA Forum 2025—and to the bold future ahead. #SCAForum2025 #WhereGreatIdeasHappen

Day 2 of SCA Forum 2025 was a powerhouse of insights, innovation, and collaboration. We witnessed groundbreaking sessions such as “Sell Dreams, Not Products: The Power of Persuasion” with Carmine Gallo and “The Next Renaissance” with Zack Kass, along with dynamic insights from Michael Rothman and Kristin Williams, JD, LLM in “Turning the Problem into the Solution” and our engaging “How the Watch Works” panel with Hector Martin, David O'Malley, Holly Snyder, and Dawn Behnke. As we head into Day 3, we carry forward this momentum—even as our President & CEO, Julian Movsesian, takes a brief pause to celebrate the arrival of his first grandchild. The spirit of innovation and unity that defined Day 2 remains with us, and we invite all our attendees to finish Day 3 with the same passion for groundbreaking success. Here’s to unity and an unforgettable conclusion to The SCA Forum 2025! Let’s make Day 3 count! #SCAForum2025 #WhereGreatIdeasHappen #IndustryInnovation #FinishStrong

A Night of Celebration and Unity at “Under the Lights” We wrapped up an unforgettable evening at Allegiant Stadium, Home of the Las Vegas Raiders, with our “Under the Lights” reception dinner. The vibrant energy, inspiring interactions, and enthusiastic participation of our attendees have set a high bar for this year's SCA Forum. As we continue with the rest of the event, we remain committed to uniting our industry and fostering groundbreaking ideas.

Day 1 of The SCA Forum 2025 in Las Vegas delivered unforgettable moments of insight and collaboration. It showcased the energy and innovative thinking that brought our community of industry leaders together. We’re excited for day 2 as we continue to spark conversations that drive our industry forward. Get ready for another day of groundbreaking discussions! #SCAForum2025 #WhereGreatIdeasHappen #PremiumFinancing #LifeInsurance #IndustryLeadership

Wow—what a start to The SCA Forum 2025! Day 1 at the Four Seasons Las Vegas kicked off with Julian Movsesian’s rebel mindset, Michael Rothman unpacking the $80 trillion wealth transfer, and Debra Jasper’s strategies for cutting through the noise. From David O'Malley’s inspiring journey to Penn Mutual’s success stories and Kristin Williams, JD, LLM’s COI vault tactics, it’s been a morning of bold ideas and actionable insights. #SCAForum2025 #PremiumFinancing #LifeInsurance

Doors opening in T-minus 15 minutes! Looking forward to welcoming you to the #SCAForum2025

Behind the Scenes: Uniting the Industry for an Unforgettable Experience Excitement is building for The SCA Forum 2025 in Las Vegas! Here’s a sneak peek of our custom event signage coming to life at our vendor’s facility. These unique elements are more than just visual accents—they represent the spirit of unity and innovation that is bringing our industry together for an unforgettable event. We are looking forward to setting the stage for groundbreaking discussions, collaboration, and the kind of energy where great ideas truly happen. #TheSCAForum #SCAForum2025 #UnifyingTheIndustry #PremiumFinancing #LifeInsurance

🎉 Happy Birthday, Michael Rothman! 🎉 Today we’re celebrating our remarkable Chief Distribution Officer—a true trailblazer who’s devoted half of his life to revolutionizing the premium financing industry. Michael’s innovative spirit and unwavering commitment continue to inspire our entire team at Succession Capital Alliance. Michael, your passion and dedication continue to inspire us all, and we’re incredibly grateful for the wisdom and fun you bring to our industry. And a special shoutout to Yolanda, Executive Assistant to the CDO, who swapped the traditional cake for cookies—proving that thinking outside the box can make any celebration even sweeter! Join us in wishing Michael a birthday filled with joy, laughter, and, of course, plenty of cookies. Here’s to many more years of groundbreaking achievements and delightful surprises! #HappyBirthday #TeamSCA #LifeInsurance #PremiumFinancing #CookiesOverCake

Experience the pinnacle of exclusivity at The SCA Forum. Succession Capital Alliance is hosting "Under the Lights," an exclusive dinner reception hosted on Coors Light Landing at Allegiant Stadium on March 30th from 6:00 PM to 9:30 PM, during The SCA Forum. This private event (powered by Coventry) is tailored for our select audience of advisors and industry professionals, offering a unique opportunity for deep connections and inspiring dialogue in a luxurious setting. **Registration closes today** This is your last chance to be part of an intimate evening where industry innovators come together to celebrate success and explore the future. Elevate your experience and join us for an evening that epitomizes high-end sophistication. 👉 Check your inbox and register today! If you have any questions, reach us at [info@successioncapital.com] and we will assist you in securing your spot. #TheSCAForum #LifeInsurance #PremiumFinancing #IndustryLeadership

🚀 Ready to Unlock the Future of AI at The SCA Forum Las Vegas? 🚀 Join us March 30th - April 2nd at the Four Seasons Hotel in Las Vegas for The SCA Forum – an unmissable event hosted by Succession Capital Alliance that’s set to revolutionize how we think about AI in our industry! We're thrilled to announce that Zack Kass will be taking the stage to navigate the exhilarating yet challenging landscape of AI innovation. In his session, Zack will: ✨ Break down the paradox of rapid technological advances versus practical, scalable solutions. ✨ Showcase how to transform challenges into actionable opportunities. ✨ Share forward-thinking strategies to future-proof your business in this AI-driven era. If you're looking to gain cutting-edge insights, connect with industry leaders, and be at the forefront of technological transformation, this is the event for you. Don’t miss your chance to be part of this dynamic conversation – secure your spot now! 👉 Check your inbox and register today! If you have any questions, reach us at [info@successioncapital.com] and we will assist you securing your spot. #TheSCAForum #LifeInsurance #PremiumFinancing #IndustryLeadership