The Power of Lion Street
Individual Life
Lion Street is a market authority in the high-net-worth, high-income and business-owner space and aims to have a seat at the table for every major life insurance transaction. Our capabilities include:
Wealth Transfer and Estate Planning:
Protection of assets and wealth for current and future generations through comprehensive wealth transfer and estate planning
Retirement Accumulation and Income Strategies:
Strategies to use life insurance for wealth accumulation and retirement distribution planning to optimize and secure personal wealth
Charitable Giving:
Determining the most appropriate strategies and proper planning for clients to maximize the impact of their charitable gifts
Specialty Markets Expertise:
Experience with Private Placements, Insurance for Foreign Nationals, and Premium Finance
National Carrier Relationships
Lion Street firms and professionals benefit from access to all major life insurance carriers with direct access to dedicated teams for the highest level of attention and influence. Our open architecture life insurance platform has no proprietary products which allows our network freedom in insurance carrier choice. We believe our carrier relationships are second to none, offering the choice and diversity of product offerings that lets our network select the strategy and solution that works for our clients’ goals.
Lion Street’s top carrier partners include:
- Allianz
- AIG
- American General
- Brighthouse Financial
- Equitable
- Mass Mutual
- Minnesota Life
- Mutual of Omaha
- National Life Group
- New York Life
- Principal
- Protective
- Transamerica
- Zurich
- And many others
The power behind the most successful strategies is working with someone who understands you and your unique situation and can identify and access the right products and solutions. Our life insurance platform is designed to support our network as they work with clients to meet their planning needs.