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
Forming the foundation of Lion Street are the 175+ fiercely independent Firms who specialize in providing sophisticated life insurance-based and financial planning solutions to high-net-worth, high income and business clients.
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ASSETS UNDER MANAGEMENT
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.