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
VIDEO
Asset Class Approach to Integrating Life Insurance into Wealth Transfer Plans
Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, walks through how life insurance can be valued and assessed in a portfolio management context, with the goal of giving you a new perspective on how life insurance can be viewed through this new lens and the benefits it can provide to clients.
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.
PRESENTATION
Tax-Free Savings Inside a Life Insurance Policy: Rethinking Conventional Wisdom
Watch this informative presentation delivered for the CPA Academy which discusses how cash value life insurance can act as an “unlimited Roth alternative” for affluent taxpayers to provide valuable death benefit protection and grow wealth tax-efficiently to access during life. Also included is a detailed analysis of the effect of policy changes on cash value accumulation compared to the taxes on a traditional investment portfolio.
