Our Lion Street Partnership
A Powerful Team for Powerful Results
What could you accomplish with a national network of insurance carrier relationships and financial specialists behind you? As it turns out, just about anything you need to.
It takes a robust and dynamic team to deliver the very best results when it comes to your executive benefits and insurance policies. As an independent firm supported by Lion Street, AEIS delivers advantageous access to a nationwide platform of top insurance carriers and all the products and services they offer. As a result, we have the ability to execute the complex planning requirements of our clients.
Experience & Expertise
In addition to the influential relationships between service providers, Lion Street also gives us access to an elite network of firms specializing in life insurance solutions for high-net-worth individuals, family offices, business owners, and corporate clients. That peer network ensures we are always up to date with the best practices and proprietary technology solutions at the industry's cutting edge. With over 190 Firms representing 260+ independent advisors, Lion Street provides us with a powerful peer network for sharing best practices. This open channel for idea exchange ensures that we stay plugged in to the most advanced strategies in the marketplace by leveraging the specialized practices of fellow Lion Street Firms across the nation. Accordingly, we can offer our clients the most competitive solutions, products, and strategies available.
What Can You Accomplish with An AEIS & Lion Street Partnership?
Focused on ethical solutions for the advanced planning market, here are just a few of the additional benefits you can expect when working with AEIS supported by the power of Lion Street.
Benefits
✓ Estate Planning and Wealth Transfer for the Ultra Affluent
✓ Executive Benefits Consulting
✓ Business Insurance Planning (including Key Person and Buy-Sell)
✓ Protection Products (including annuities, disability, and long-term care)
A National Support System
Lion Street gives your business access to an exclusive network of elite firms, their experience, and their resources, all across the nation. When working together, Lion Street Firms can provide you with the best strategies and products available, not preconceived options.
AEIS is proud to be a firm of Lion Street, Inc., a leading national life insurance firm owned by fiercely independent advisors. We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. Through Lion Street, we are supported by a team of advisors with established industry relationships. Our clients benefit from the strategic alliances the Lion Street team has built with independent firms consulting in the areas of trusts and estates, product analytics and proprietary analysis.
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