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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 – Turnkey Solutions: 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:

  • Dye & Eskin
  • Great West
  • Lincoln
  • Minnesota Life
  • New York Life
  • Pacific Life
  • Principal

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.