Lion Street provides multi-life insurance solutions for companies and business owners seeking to attract and retain key top talent. In an ever-changing environment the challenges you face in building competitive compensation and executive benefits programs are becoming increasingly more complex. Lion Street Advisor-Owners, whose clients include businesses of all types, will work with you to satisfy the unique financial objectives of business owners, key executives, directors, and shareholders.

Through the Lion Street Multi-life platform, our Advisor-Owners are backed by a powerful offering that includes the Multi-life Design Center (MLDC). This proprietary support system provides access to carrier product suites, strategic alliances, proprietary enrollment technology and other critical resources.

Lion Street is also taking the industry lead by delivering Ovation. This secure, robust online portal offers 24 x 7 access and is specifically designed for the enrollment, communication and seamless implementation of supplemental retirement plans.

These resources, combined with a national network of specialized firms and innovative strategies, allow Lion Street Advisor-Owners to bring new dimension to corporate and executive solutions.

Products and Services:

  • Multi-life Insurance Solutions
  • Non-qualified Deferred Compensation
  • Retirement Plans
  • Executive Benefits
  • Bonus and Incentive Plans
  • Ownership Succession
  • Taxation Strategies