Lion Street Firms are both industry thought leaders and the market authority for high-net-worth, high-income, and business-owner clients. Our experts bring innovative ideas, strategies, and practical solutions that help solve complex planning problems.

Because of our deep expertise with advanced planning and large case designs, our Firms can partner with you to implement sophisticated life insurance and wealth planning solutions to produce better financial outcomes.

High-Net-Worth Strategies
Our Firms lead the way in strategies such as:

• Mitigating estate and income taxes and maximizing wealth transfer
• Increasing the income from a retirement portfolio and maximizing its legacy value
• Maximizing the profitability of a business through rewarding and retaining key employees
• Ensuring the desired transition of a private business from one generation or owner to another
• Enhancing the legacy impact of philanthropic gifts

Our entire network of independent Firms is supported by Lion Street’s dedicated, in-house experts in advanced case design, planning, and underwriting.

At Lion Street, collaboration and trust are foundational to our services. Our network of independent Firms is committed to creating value through openness and the sharing of ideas with one another and with those who advise elite clients.

As part of this commitment, Lion Street hosts, sponsors, or presents at multiple thought leadership events, including:

• Trusted Advisor Conference — An annual Lion Street event in which Lion Street Firms and their invited guests hear directly from industry experts on a wide range of insurance and financial topics.
• Heckerling Institute on Estate Planning — One of the nation’s premier educational conferences for estate planning leaders.
• Lion Street subject matter experts have presented for many advisor associations and organizations, including AICPA, CPA Academy, and Leimberg Information Services, Inc.

Our open architecture model is foundational to the way we operate. It enables all our Firms to provide high quality products and resources without the bias of proprietary products or technology. As a result, our elite clients enjoy access to a wider range of carriers, strategic partners, and technology platforms.

In addition, the deep relationships that Lion Street and its parent company, Integrity, have with insurance carriers, professional organizations, and service providers ensure our Firms receive dedicated resources, access to decision makers, and some of the best underwriting decisions in the industry.

Our selection standards for Lion Street Firms are among the highest in the industry, and we hold our Firms to high standards of professionalism, conduct, and ethics.

To join the Lion Street network, a firm must commit to fully and accurately disclosing all information and analysis to their clients so they can make the most informed and appropriate decisions possible.

Those who are selected are then required to invest their own capital in Lion Street and commit to the highest degree of integrity in all client dealings — potential, current, or previous.