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