Experienced Life Insurance Advisors
Our Life Insurance platform is designed to support our advisors as they work with clients to meet their insurance planning needs.
No Proprietary Products
Lion Street professionals do not sell proprietary products, which means they are not influenced by a preconceived solution.
Lion Street professionals have developed proficiency in their fields and can independently provide clients with the best possible strategies and products available.
Solutions Clients Need
Lion Street professionals are problem-solvers as opposed to product-pushers.
Life insurance is a powerful tool that can be designed to address and support many financial goals.
The power behind the most successful strategies lies in working with someone who understands you and your unique situation, and can identify and access the right products and strategies.
These are just some of the ways we can assist you
Wealth Transfer and Estate Planning
The protection of your assets and wealth for current and future generations through comprehensive wealth transfer and estate planning
Accumulation and Distribution Planning
Wealth accumulation and retirement distribution planning to optimize and secure your personal wealth
Additional specialized expertise in life insurance strategies
- Premium Finance
- Life Insurance for Foreign Nationals or Non-US residents
- Private Placement Insurance and Annuities
National Carrier Relationships
Our carrier relationships are second to none, offering the choice and diversity of product offerings that lets a Lion Street advisor select the strategy and solution that works for your goals.
Lion Street Life Insurance Carrier Portfolio
We are in the top five of national distributors for many of our carrier partners, providing powerful pricing leverage and valuable resource support for our firms.
National Life Group
New York Life