Through our elite national network, we connect high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management, and financial planning solutions.
Our elite network
Top-tier clients want to work with the top-tier team.
We are among the largest life insurance distributors in the nation through
our premier Independent Firms and Private Client Group, who serve
institutions and RIAs.
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.
With a broad range of financial industry expertise, the professionals in our network are able to work collaboratively with each other to
deliver custom financial solutions to the sophisticated clients they serve.
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.
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.
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.
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.