Engage with a True Partner

Sophisticated clients expect the highest level of teamwork to meet and exceed their goals. To implement large life insurance and wealth planning solutions, you need guidance from multiple trusted advisors.

Lion Street Firms offer you the objectivity, professionalism, resources, and collaborative mindset you need to help you create better outcomes for your clients.

Enterprise Highlights


greater average life insurance face amount than the industry average*


cases per year with annual premium $100K+


of annual premium across 25K+ policies

As of 2023. *Source: ACLI Life Insurance Fact Book

Types of Advisors We Partner With

Our Firms work as trusted partners to:

  • Tax and Legal Professionals
  • Financial Institutions and RIAs
  • Family Offices
  • Trustees and Other Fiduciaries
  • CFOs and Business Managers
  • Other Financial Service Professionals

Access Sophisticated Solutions

Lion Street Firms have a long history of delivering successful outcomes for clients who need sophisticated solutions in a variety of categories. We can help you with:

  • Wealth Transfer/Estate Planning
  • Life Insurance Strategies/Analysis
  • Charitable Giving
  • Business Succession Planning
  • Corporate and Business Insurance
  • Executive Benefit and Retention Strategies
  • Specialty Life Insurance Expertise in Private Placement, Premium Financing, Foreign Nationals, and
    Life Settlements

Why Our Firms are Different

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.

Find a Lion Street Firm