Lion Street is the national network of elite firms and professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management, and financial planning solutions
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Top-tier clients want to work with the top-tier team.
Our network is comprised of only the most elite advisors and professionals, so clients can be confident they are partnering with the best in the industry.
We are among the largest life insurance distributors in the nation through our network of advisors and professionals. With a broad range of financial industry expertise, the professionals in our network work collaboratively to deliver custom financial solutions to the sophisticated clients they serve:
Lion Street Owner-Firms are a national network of over 175 elite independent firms who serve affluent clients and corporate and business markets.
Why Your Affluent Clients May Need Life Insurance Now More Than Ever
Life insurance can be a powerful solution to mitigate rising income tax obligations, especially with tax increases likely around the corner. Download our latest white paper for more details.
INN: How Split-Dollar Life Insurance Rescues Non-Profits
Lion Street’s Justin Gladieux, MBA, CEPA examines how non-profit organizations may be able to benefit by using split-dollar life insurance to mitigate the IRC § 4960 excise tax imposed on certain highly-compensated employees in this InsuranceNewsNet Magazine feature article.
Trusts & Estates 2021 Virtual Wealth Forum: “SECURE Act Update: Where Do We Go From Here”
Lion Street’s Vice President, Advanced Sales & Design, Michael Fontanini, MT, CFP®, CLU®, joins fellow presenters, Bruce Steiner and Denise Appleby to discuss the new rules brought about by the SECURE Act and provide practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Watch replay here.
Impact of Potentially Higher Estate Taxes and Repeal of Income Tax-Free Basis Step-up at Death
Two new bills introduced by Senate Democrats provide a glimpse of potential tax increases. Download this insightful one pager to see what the impact of the proposed legislation might mean for affluent clients.