Michael Reina

On April 1, 2022, the Austin Business Journal recognized Lion Street by naming the company to two of its top financial service companies in the city list.

• Lion Street ranked #2 broker-dealer in Austin
• Lion Street ranked #10 RIA in Austin

Combination of Lion Street’s strong support of financial advisors and Integrity’s omnichannel insurtech platform will provide even more holistic solutions for American consumers

DALLAS – JANUARY 25, 2022 – Integrity Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in life, health and wealth solutions, today announced it has acquired Lion Street, an elite national network of agencies and professionals providing life insurance, wealth management and financial planning solutions to high-net-worth clients. As part of the acquisition, Bob Carter, Founder and CEO of Lion Street, and Jim Cahill, President of Lion Street, will become Managing Partners in Integrity. Financial terms of the transaction were not disclosed.

“Bob and Jim are two of the most well-respected visionaries in the industry, which is why I’m honored that they’ve chosen to partner with Integrity,” shared Bryan W. Adams, Co-Founder and CEO of Integrity. “The Lion Street team has the ability to conceptualize and deliver solutions that financial and insurance professionals need for success, which made them quick to recognize the scale of resources that Integrity offers their clients. With decades of experience and leadership, they will be an incredible asset to our Integrity partner network. Lion Street embodies all we’re building at Integrity, and I look forward to the transformative milestones we’ll reach together.”

Under the leadership of industry veteran Bob Carter, a group of financial firms came together in 2010 to build a network of like-minded peers. Recognizing that sophisticated financial professionals would benefit from a group that could collaborate, share resources and expand partnerships with national insurance providers, Carter created Lion Street — a multi-faceted, elite distribution network. In addition to distributing life insurance, Lion Street includes a full-service broker dealer, a registered investment advisor (RIA) and the Lion Street Private Client Group, which designs and advises on personalized wealth management solutions for high-net-worth individuals and business owners. Today, the nationwide network is comprised of more than 750 financial professionals with over $15 billion in assets under advisement and who place in excess of $150 million of target life premium annually.

“From the moment we met with Integrity, we felt an immediate synergy,” explained Bob Carter, Founder and CEO of Lion Street. “Lion Street stands as the firm behind many of the very best financial services firms in the country, and Integrity’s omnichannel platform makes them a clear leader in the insurtech space. Our goals and vision are unshakably aligned, which makes this partnership a powerful catalyst for change that will benefit our stakeholders in the industry. As insurance and financial services have become increasingly interwoven and sophisticated, Integrity’s network and resources will enable us to capitalize on new opportunities. Partnership and co-ownership have been foundational to our model since the beginning — we are thrilled that Integrity’s approach is the same.”

Through this strategic partnership, Integrity and Lion Street will help more Americans prepare for the good days ahead by leveraging Integrity’s extensive partner network. This collaborative group of industry leaders and icons works together to optimize insurance and financial processes, and create innovative solutions that help protect the life, health and wealth of American consumers.

“Just like Integrity, we understand the power and tremendous results that come when the finest professionals in the industry collaborate,” said Jim Cahill, President of Lion Street. “With access to Integrity’s technology, resources and diverse network of partners, Lion Street advisors will be able to grow their businesses in an exponential way. This partnership will give us the capabilities we need to expand on our mission to recruit great life insurance professionals and help them grow their firms, which is what we do best. This is one of the most exciting days in Lion Street’s history, and we are eager to make an even bigger difference for our firms with Integrity.”

Lion Street will scale its technology resources by utilizing Integrity’s omnichannel insurtech platform. In addition, Lion Street can maintain its focus on crafting effective solutions for clients by accessing Integrity’s business infrastructure of shared services, which include IT, human resources, legal and compliance, as well as access to a world-class advertising and marketing firm.

Additionally, all Lion Street employees will be eligible for meaningful company ownership through the Integrity Employee Ownership Plan.

For more information about Lion Street’s partnership with Integrity, view a video at www.integritymarketing.com/LionStreet.

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About Integrity Marketing Group
Integrity, headquartered in Dallas, Texas, is an omnichannel insurtech leader of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its partner network, Integrity helps millions of Americans protect their life, health and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s cutting-edge technology helps streamline the insurance and financial planning experience for all stakeholders. In addition, Integrity develops products with carrier partners and markets them through its distribution network of agencies, brokerages and RIAs throughout the nation. Integrity’s nearly 5,500 employees work with more than 420,000 agents and advisors who serve over 10 million clients annually. In 2021, Integrity helped carriers place more than $7 billion in new sales and oversaw more than $20 billion of assets under management and advisement through its RIA and broker-dealer platforms. For more information, visit www.integritymarketing.com.

About Lion Street
Lion Street is a high-net-worth and business insurance market authority with expertise in sophisticated life insurance, wealth management and financial planning solutions. Based in Austin, Texas, Lion Street provides its elite network of independent firms and financial planning experts access to the financial products, intellectual capital and specialized resources needed to serve affluent clientele. Lion Street is strongly committed to building a highly collaborative network of financial professionals. To learn more about Lion Street, please visit www.lionstreet.com.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC.

Media Contact:
Rachel Aird, Public Relations Director
ThomasARTS
press@thomasarts.com
801-706-7005

Partnership Inquiries:
Eric Pederson, Vice President of Business Development
Integrity Marketing Group
partnership@integritymarketing.com
866-650-1857

On October 19, 2021, Forbes released its 2021 list of America’s Top Financial Security Professionals.

32,000 financial professionals were nominated. Of the 250 who made the list, 19 are Lion Street Owners.

The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

See the full Forbes list here: forbes.com/top-financial-security-professionals

The Lion Street Owners who made the list are:

• Michael Berry, Addicus
• Mark P. Braaten, MarkBRAATEN
• Chris Daniels, Passerelle Partners
• John Dovich, MAI Capital Management
• Hunter Ewing, High Ground Company
• Ken Fink, Tamar Fink
• Tyler Horning, TDC Life
• Sam Jacobs, Manor House Capital
• Jonathan Krueger, LionsGate Advisors
• Bryan Krupin, Krupin Partners, LLC
• Mark Murphy, Northeast Private Client Group
• Grant Monson, Alterra Advisors
• Melvin Pope III, Financial Partners of North Florida
• Jason Prathe, Legacy Capital
• Ron Rubin, RFG Wealth Management
• Rod Sager, IPS Advisors
• Steven Schwartz, TDC Investment Advisory
• Adam Sherman, 1847Financial
• David Simkowitz, SimkowitzCo

In September 2021, Lion Street Owners gathered for the annual Lion Street Indaba meeting. More than 30 Lion Street Owners shared noteworthy case studies and their best ideas with fellow Owners in a vibrant program covering a range of topics, leaving attendees energized and motivated for a successful year ahead.

The formal agenda can be viewed here. In addition, speakers and presentation titles can be seen below:

• Tyler Horning, TDC Life
  Split Dollar to the Rescue of Nonprofit Employers From the New Excise Tax
• Mark Crites, Crites Insurance Group
  Using the Corporate Checkbook to Fund ILIT Premiums Through Loan Regime Split Dollar
• Michael Kentor & Marla McClain, The Kentor Company
  IRA Conversion to ILIT – Like a Roth IRA Outside the Taxable Estate
• Brian Sak, Granite Harbor Group
  Taxes: Pay Them Now, Later or Never? – Yes!
• George Hester, Jason Hester & Chris Tipton, Navitas Wealth Advisors
  Dynamics of Building a Generational Firm: Past, Present, and Future
• Eric Caisse, Csenge Advisory Group
  Staying the Course: Providing Consistency in Uncertain Times
• Matt Davis & Jake Davis, Oakmont Insurance Group
  Driving Sales Through Your Mission
• Scott Richardson, IZALE Financial Group
  BOLI Conversations in a Low Rate Environment and Other Solutions for Executives
• Bob Carter, Lion Street
  Shareholder Update / Report to Owners
• Stephen Miles & Michael Berry, Addicus Risk Management
  The “Mayo Clinic” Firm of the Future
• Hunter Ewing & Bo Wilkins, High Ground Company
  Beyond Selling: Strategies to Establish a Brand
• George Papanier, AXG Advisors
  Efficiently Building Your Backoffice
• Kari Gillenwater, Lion Street
  Finding and Hiring Advisors to Scale Your Firm: The Lion Street Adding Producers Playbook
• Ken Cady, IZALE Financial Group; Jonathan Krueger, LionsGate Advisors; Marla McClain, The Kentor Company
  Making Annuities Part of Your Practice
• Chris Kristian & Gary Terry, The Westport Group; Bill Payne, PRW Wealth Management
  High Limit Disability Coverage for Your Business Clients
• Steven Price, Solenture
  Group Benefit Gaps Create Insurance Sales Opportunities
• Randy Perkins, Westview Insurance Services
  Owners Only Session: The Power of a Good Story
• Tiffany Hyde, Lion Street
  Underwriter Insider: Carrier Programs and Premium Finance Guidelines
• Todd Mezrah, Mezrah Consulting
  Closing Large Case NQDC Utilizing COLI
• Matt Halvorson, Halvorson Company
  Leveraging Policy Reviews & Dead Money with Premium Finance
• Brian Batson, Krupin Partners
  Just Your “Standard” Term Replacement
• Marc Schechter, Schechter Wealth Strategies
  Smack Dab in Front of Us: Three Lightning Quick Case Studies
• Michael Hamrick, Resilient Risk Management; Coby Harper, TriStar Strategic Group
  SERP Funding with COLI and Premium Financing
• Michael Fontanini, Lion Street
  Tax Reform, Product Innovations and Creative Designs: Sales Ideas for the Rest of 2021 and Beyond

Austin Business Journal released its annual list of top privately held companies in Austin based on revenue. Lion Street ranks as the 24th largest based on 2020 revenue.

See Austin Business Journal’s full list here: www.bizjournals.com/austin/subscriber-only/2021/08/27/the-list-austin-based-private-companies.html

In July 2021, the top advisors to high-net-worth families and businesses gathered in Las Vegas for Lion Street’s Trusted Advisors Conference.

Attendees can access the conference presentations by clicking each topic on the formal agenda, located here. (Document password sent to attendees via email on July 15, 2021.)

During the Trusted Advisors Conference, Lion Street Firms and their invited guests heard directly from industry experts on a wide range of topics, as follows:

• Christopher E. Erblich, Office Managing Partner, Husch Blackwell
  What Got Us Here Won’t Get Us There: New Administration and Congress Has Changed the Landscape for Our Clients
• Ed Slott, Founder and CEO, Ed Slott and Company
  The New Era of Wealth Transfer Planning for IRAs and Defined Contribution Plans – Effective Strategies That Can Be Used to Protect the Largest IRAs
• Bob Carter, Founder and CEO, Lion Street
  The Firm Behind the Firms
• Justin Gladieux Senior Vice President – Firm Development, Lion Street
  Beyond the Estate Plan – Modern Retirement Planning Strategies for Business Owners and Their Key Executives
• Paul S. Lee, Chief Tax Strategist, Northern Trust
  Top Tax and Estate Planning Techniques Today (COVID-19, Covfefe, and Congress)
• Ken J. Kies, Managing Director, The Federal Policy Group, LLC
  Chaos on Federal Tax and Budget Policy
• Jay C. Judas, CEO, Life Insurance Strategies Group
  Getting Reacquainted With PPLI & PPVA in an Increasingly Taxed World
• Michael Fontanini, VP, Advanced Planning and Design, Lion Street
  Life Insurance Techniques That Can Help Control the Damage and Withstand the Test of Tax Reform
• Marvin E. Blum, Attorney and CPA, The Blum Firm, P.C.
  The Final Wrap Up: Putting a Bow on Your Estate Plan With a Red File