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[cs_content][cs_section parallax=”false” separator_top_type=”none” separator_top_height=”50px” separator_top_angle_point=”50″ separator_bottom_type=”none” separator_bottom_height=”50px” separator_bottom_angle_point=”50″ style=”margin: 0 0 0 0px;padding: 0 0px;”][cs_row inner_container=”true” marginless_columns=”false” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/1″ style=”padding: 0px;”][x_custom_headline level=”h1″ looks_like=”h1″ accent=”false” class=”cs-ta-center”]Life Insurance Expertise and Guidance[/x_custom_headline][cs_text class=”cs-ta-center lg-text”]Whether you are seeking estate planning, tax-deferred strategies or wealth accumulation, life insurance can be a useful financial resource to help you succeed.[/cs_text][cs_text class=”center-align left-align-md”]At Lion Street, we specialize in serving sophisticated financial clients who can afford to implement comprehensive solutions to maximize their wealth and financial goals. Below are some examples of the professions or financial characteristics of individuals with whom our Firms work.[/cs_text][/cs_column][/cs_row][cs_row inner_container=”true” marginless_columns=”false” class=”bull-n-txt” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/2″ style=”padding: 0px;”][x_feature_box title=”Ultra-High Net Worth Individuals” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][x_feature_box title=”C-Suite Executives” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][x_feature_box title=”Professional Athletes and Entertainers” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][x_feature_box title=”Foreign Nationals” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][/cs_column][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/2″ style=”padding: 0px;”][x_feature_box title=”Doctors and Lawyers” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][x_feature_box title=”Entrepreneurs” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][x_feature_box title=”Other Successful High Income Earners” title_color=”” text_color=”” graphic=”icon” graphic_size=”75px” graphic_shape=”square” graphic_color=”hsl(37, 43%, 56%)” graphic_bg_color=”” align_h=”left” align_v=”top” side_graphic_spacing=”0″ max_width=”none” graphic_icon=”angle-double-right” class=”checkbox-list no-content”][/x_feature_box][/cs_column][/cs_row][/cs_section][cs_section bg_color=”hsl(0, 0%, 94%)” parallax=”false” separator_top_type=”none” separator_top_height=”50px” separator_top_angle_point=”50″ separator_bottom_type=”none” separator_bottom_height=”50px” separator_bottom_angle_point=”50″ class=”skew-box” style=”margin: 0;padding: 40px 0px;”][cs_row inner_container=”true” marginless_columns=”false” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in” fade_animation_offset=”45px” fade_duration=”750″ type=”1/1″ style=”padding: 0px;”][x_custom_headline level=”h2″ looks_like=”h1″ accent=”false” class=”cs-ta-center”]Life Insurance as a Financial Instrument[/x_custom_headline][cs_text class=”cs-ta-center lg-text”]As your financial planning needs evolve, you want to take advantage of opportunities at every stage of your life. [/cs_text][/cs_column][/cs_row][cs_row inner_container=”true” marginless_columns=”false” style=”margin: 0px auto;padding: 0px;”][cs_column fade=”false” fade_animation=”in-from-top” fade_animation_offset=”45px” fade_duration=”750″ type=”1/3″ class=”cs-ta-right” style=”padding: 0px;”][cs_text class=”center-align right-align-md”]Life insurance as an asset class can help you maximize wealth transfer goals by using an uncorrelated asset to enhance the transfer of wealth. It can also be applied to help optimize wealth during your “peak earning” years, and as an enhanced, supplementary solution in retirement planning.[/cs_text][cs_text class=”lg-text center-align right-align-md white-box”]These are some of the ways we can assist you[/cs_text][x_icon type=”angle-double-right” icon_color=”hsl(37, 43%, 56%)” bg_color=”” icon_size=”75px” bg_size=”” bg_border_radius=”” class=”x-hide-sm x-hide-xs arrow-right white-box”][/cs_column][cs_column fade=”false” fade_animation=”in-from-top” fade_animation_offset=”45px” fade_duration=”750″ type=”2/3″ style=”padding: 0px;”][x_feature_list animation_offset=”85″ animation_delay_initial=”0″ animation_delay_between=”300″ class=”timeline-graphContent”][x_feature_box title=”Wealth Transfer and Estate Planning” title_color=”” text_color=”” graphic=”icon” graphic_size=”65px” graphic_shape=”circle” graphic_color=”#ffffff” graphic_bg_color=”hsl(37, 43%, 56%)” align_h=”left” align_v=”top” side_graphic_spacing=”20px” max_width=”none” child=”true” connector_width=”2px” connector_style=”dashed” connector_color=”hsl(0, 0%, 100%)” graphic_icon=”lock” graphic_animation=”flipInY”]The protection of your assets and wealth for current and future generations through comprehensive planning is an important priority in estate planning. Our volatile and shifting tax and legal environment means that having a planner who understands the impact on you and your family is critical. Our Firms have experience with large and complicated planning scenarios and will work with you to ensure the best possible outcomes.[/x_feature_box][x_feature_box title=”Wealth Accumulation and Retirement Distribution Planning” title_color=”” text_color=”” graphic=”icon” graphic_size=”65px” graphic_shape=”circle” graphic_color=”#ffffff” graphic_bg_color=”hsl(37, 43%, 56%)” align_h=”left” align_v=”top” side_graphic_spacing=”20px” max_width=”none” child=”true” connector_width=”2px” connector_style=”dashed” connector_color=”hsl(0, 0%, 100%)” graphic_icon=”diamond” graphic_animation=”flipInY”]If you are currently in your high income earning years, you want to optimize and secure your personal wealth to avoid any potential lifestyle changes in retirement. Having the right strategy in place can be the difference between continued accumulation of wealth into retirement and an unplanned shortfall. We have the expertise to truly maximize your financial growth opportunities.[/x_feature_box][x_feature_box title=”Specialized Expertise” title_color=”” text_color=”” graphic=”icon” graphic_size=”65px” graphic_shape=”circle” graphic_color=”#ffffff” graphic_bg_color=”hsl(37, 43%, 56%)” align_h=”left” align_v=”top” side_graphic_spacing=”20px” max_width=”none” child=”true” connector_width=”2px” connector_style=”dashed” connector_color=”hsl(0, 0%, 100%)” graphic_icon=”lightbulb-o” graphic_animation=”flipInY”]Our Firms also have expertise in these specialized life insurance strategies:

  • Premium Finance
  • Life Insurance for Foreign Nationals or Non-US residents
  • Private Placement Insurance and Annuities

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