Our Mission

We empower elite life and wealth firms to achieve a new level of growth and profitability.

Not just any firm can join Lion Street. Because we serve elite, highly successful clients, we hold our Firm owners to a higher standard.

To those who join Lion Street, we become “The Firm behind the Firm.” Our team of experts help Firm owners amplify their businesses through new market opportunities, new products, new financial professionals, and collaboration with other trusted advisors.

Enterprise Highlights

#1

Distribution Partner
With Multiple Partner
Carriers

45+

Gen I/Gen 2
Firms

16+

Corporate &
Executive
Benefit Firms

100+

Firms Providing
Wealth
Management

As of 2025

Brian Sak

For Lion Street Firm Owner, Brian Sak, interdependence has strengthened his ability to grow his practice. Brian shares how the insights from fellow Firm Owners in his Growth Group have created solutions for both his day-to-day and strategic business objectives.

What Makes a Lion Street Firm?

Lion Street Firms are driven by a unique set of values. To join our exclusive network, your firm must:

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Be, or want to be, fiercely independent. You built the value, so we believe you deserve to reap the benefit.

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Be willing to share ideas and contribute to the Lion Street community.

Have a proven track record of success, plus a strong desire to build on that success and grow.

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Operate with a strong ethical framework.

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Always place your clients’ interests and goals first.

Our Four Pillars

We’ve structured Lion Street around four pillars of support that help our Firms achieve greater growth and profitability.

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National Network

We have the scale to provide unparalleled access and influence for every firm.

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Firm Building

We provide deep resources to grow your business to the next level.

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Integrated Platform

We provide services to improve your efficiency and increase coordination.

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Collaborative Culture

Our firms actively share their best ideas and practices, supported by our life and wealth experts.

The Power of Scale

Lion Street’s network of elite, independent Firms create an unparalleled scale, providing greater access and influence.

Lion Street Firms benefit from:

  • Industry access, influence, and a seat at the table
  • Extensive carrier partnerships
  • A culture of growth
  • A “business family” that is unique in our industry

Firm Builders

Lion Street is the only producer group in the industry that provides firm-building consultants backed by resources to spur organic revenue growth and commercial value.

Each Firm Builder partners with a dedicated cohort of Lion Street Firms to help them unlock incremental revenue growth by:

  • Developing revenue growth plans
  • Introducing new markets and new product lines
  • Enhancing carrier relationships
  • Leveraging our integrated platform
  • Providing tools to:
    • Grow Trusted Advisor relationships
    • Support new producer development
    • Implement operational efficiencies