Elite Network.
Powerful Solutions.
Lion Street is a national network of elite firms and financial professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions. Click below to explore our network.
2020 Annual Report:
Report
Key Highlights
$500M+
TOTAL PREMIUM
$15B+
Assets Under Advisement
1,000+
Financial Professionals Across Network
Industry perspectives
Insights, analysis and fresh perspectives that give financial professionals and their clients a deeper understanding of planning solutions
WHITE PAPER
Why Your Affluent Clients May Need Life Insurance Now More Than Ever
Life insurance can be a powerful solution to mitigate rising income tax obligations, especially with tax increases likely around the corner. Download our latest white paper for more details.
ARTICLE
InsuranceNewsNet: How Split-Dollar Life Insurance Rescues Non-Profits
Lion Street’s Justin Gladieux, MBA, CEPA, Senior Vice President, Corporate & Business Solutions, examines how non-profit organizations may be able to benefit by using split-dollar life insurance to mitigate the IRC § 4960 excise tax imposed on certain highly-compensated employees in this InsuranceNewsNet Magazine feature article.
VIDEO
Trusts & Estates 2021 Virtual Wealth Forum: “SECURE Act Update: Where Do We Go From Here”
Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, discusses new rules brought about by the SECURE Act and provides practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Watch the replay here.
ANALYSIS
Impact of Potentially Higher Estate Taxes and Repeal of Income Tax-Free Basis Step-up at Death
Two new bills introduced by Senate Democrats provide a glimpse of potential tax increases. Download this insightful one pager to see what the impact of the proposed legislation might mean for affluent clients.
