At Succession US, we specialize in providing high-net-worth individuals with tailored, tax-advantaged insurance policies. Our innovative program utilizes life settlements and strategic insurance acquisitions to enhance estate planning and cash flow solutions. With a focus on confidentiality and financial efficiency, we empower our clients to secure their legacies while optimizing their financial strategies. Discover how our expertise can help you navigate the complexities of wealth management with confidence.
Laura has been an insurance specialist for over 35 years. Laura has been awarded the Top Canadian Female Producer title with major insurers for the past 20 years and is Top of the Table at Million Dollar Round Table.*
Mr. Comiskey founded Succession America, Inc. and Succession Global Inc. (Canada) with the simple objective: “Provide better solutions, a better value proposition, and more alternatives” to high net worth individuals, their families, and their businesses.
John is a dedicated estate planning advisor known for her expertise in legacy preservation. His compassionate approach fosters strong client relationships.
Working with Succession US has transformed my approach to estate planning. Their tax-advantaged insurance policies have not only protected my wealth but also provided me with peace of mind knowing that my family is secure. The team is knowledgeable and attentive, always ready to answer my questions and guide me through the process. I feel confident that I made the right choice by partnering with them. I highly recommend their services to anyone looking to optimize their financial legacy.
As a high-net-worth individual, I was overwhelmed by the complexities of estate planning and tax implications. Succession US helped demystify the process for me. Their tailored solutions, particularly in life settlements, have provided me with cash flow benefits and tax advantages I never thought possible. The confidentiality they offer is also a huge plus. I now feel empowered to make informed decisions about my financial future, and I can't thank them enough for their expertise and support.
Navigating the world of high-net-worth insurance policies can be daunting, but Succession US made it a breeze. Their innovative strategies for insurance acquisition not only met my needs but exceeded my expectations. I appreciate their focus on confidentiality and efficiency, which is hard to find. The team is professional and truly cares about their clients. I am thrilled with the results and feel more secure in my financial future. I highly recommend their services to anyone looking for reliable estate planning options.
Our process simplified
Expert strategies for your financial legacy
Initial consultation
Kickstart your estate planning with a personalized consultation.
Tax-advantaged life insurance
Strategic insurance acquisitions
Laura FitzsimmonsPartner
Shawn ComiskyPartner
John JohnsonEstate Planning Advisor
