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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

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

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

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

Specialty Markets Expertise:

Experience with Private Placements, Insurance for Foreign Nationals, and Premium Finance

Experienced Team
Lion Street has assembled a top team of advanced planning and case design experts to provide our network unparalleled advanced sales support to help deliver favorable outcomes for clients. Our skilled underwriting and new business teams help ensure clients are well-served.

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:

Other Carriers 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.