Institute 2026: Intelligence on the Latest Markets, Products and Solutions Driving Life Insurance and Wealth Planning Solutions for HNW Clients

Lion Street’s Institute 2026 brought together more than 350 attendees from across our national network for two days of collaboration, insight, and strategic planning.

Institute is designed to give Lion Street Firms a deeper understanding of the latest markets, products, and solutions driving life insurance and wealth planning opportunities for high net worth and corporate clients. The conference featured influential keynote speakers such as leading economic analyst and CNBC commentator Steve Grasso, along with generational dynamics and AI adoption expert, Jason Dorsey. Focused breakout sessions helped Lion Street Firms refine their strategies and set their compass for the year ahead.

During the meeting, over 10 Growth Groups convened where firm leaders shared case studies, exchanged best practices, and engaged in peer discussions on building and sustaining successful practices.