Our annual Institute conference brought together Lion Street Firms for insights into the markets, products, and solutions driving life insurance and wealth planning in 2024. The meeting included ‘The Great Kennedy Debate,’ which featured two esteemed life and annuity leaders – John Kennedy (Lincoln Financial) and Kevin Kennedy (Pacific Life). It also featured key speakers like Marc Cadin (Finseca), Brooks Tingle (John Hancock), and Chuck Hollander (Red Flag Advantage).
Other highlights included perspectives from Lion Street subject matter experts and top Lion Street Firms as well as powerful strategies from Jason Dorsey (The Center for Generational Kinetics) on succession planning across generations.
See photos from the event on LinkedIn here.