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The Power of Lion Street

CORPORATE & BUSINESS SOLUTIONS

Working with the right combination of thoughtful planning and powerful resources can have a significant impact on your bottom line.

Lion Street’s Corporate & Business Solutions (C&BS) platform enables us to take a personalized, consultative approach to supporting those in pursuit of opportunities that help corporations and business owners achieve key objectives and protect highly valued assets. Our core disciplines center around the following 5 key areas of focus:

Business Succession Planning:

Help your business prepare for liquidity events, succession planning, and the transition of their biggest asset

Business Succession Planning:

Help your business prepare for liquidity events, succession planning, and the transition of their biggest asset

After Tax Planning:

Strategies for individual ownership through corporate sponsorship

After Tax Planning:

Strategies for individual ownership through corporate sponsorship

Comp & Retention Strategies:

Recruit, reward and retain your best employees with more than qualified plans

Comp & Retention Strategies:

Recruit, reward and retain your best employees with more than qualified plans

Asset Strategies:

COLI, BOLI and ICOLI present tax-efficient investment strategies for large companies

Asset Strategies:

COLI, BOLI and ICOLI present tax-efficient investment strategies for large companies

Business Protection:

Protect your business from death and disability with multi-life focused plans for protection

Business Protection:

Protect your business from death and disability with multi-life focused plans for protection

We have several different resources to help support our clients including:

Experienced Team – Lion Street’s in-house team of experts have extensive experience helping corporations and business owner achieve success.

Lion Street Business Alliance: A network of independent Lion Street Owner Firms that specialize in business-owned and sponsored insurance, nonqualified deferred compensation and other corporate-owned products. These professionals are subject-matter experts in their fields and offer specialized capabilities to deliver sophisticated corporate and business solutions and point-of-sale support.

Carrier Partnerships: Lion Street has established relationships and programs with industry-leading life insurance carriers that have the products and resources best suited for corporate and business opportunities. The top carriers for our corporate and business solutions platform are:

Other carriers include:

  • Lincoln
  • Principal
  • Minnesota Life
  • New York Life

Whether your next step involves collaborating with one or more of the specialists on our Lion Street Business Alliance platform, leveraging the experience of our team, or working with a select carrier partner with turnkey solutions, Lion Street’s Corporate & Business Solutions team is your premier guide.