Lion Street

With uncertainty around future tax laws, proactive estate planning has never been more critical. Lion Street’s Head of Advanced Planning and Design, Michael Fontanini, MT, CFP?, AEP?, CLU?, and his team break down key considerations, strategic insights, and why taking action now is essential in this evolving landscape. Swipe to explore the insights below! For more detail on this topic, click here to download the full flip book: https://lnkd.in/gNQKVV2W #EstatePlanning #LifeInsurance

Drawing upon?his?experience as both a financial advisor and in distribution,?Walker Person?possesses a deep understanding of the challenges and opportunities our Firms may face. He provides strategic guidance and fosters a collaborative environment within the Lion Street network, enabling our Firms to connect, learn, and achieve shared success.?Walker?is a valuable asset to the Lion Street team, demonstrating exceptional dedication and expertise that consistently drive positive outcomes within our community. #FinancialServices #LifeInsurance #EmployeeFeature

Last week, I traveled to Austin to attend a biannual Lion Street meeting. It was great to spend time with my peers and share insights on what we see out in life insurance world as well as best practices for our industry. Lion Street is a key part of the Summit Legacy offering and as I was heading back home, I realized that many folks might not understand that relationship and how our invitation only affiliation with Lion Street enhances the client experience we offer. So I made the video below. As I like to say, while I am a proud Georgian, the reach of Summit Legacy is truly national. One reason why is Lion Street.

As a Firm Builder at Lion Street, David Herrig prioritizes a Firm-centric approach. He believes in deeply understanding each Firm's unique culture, motivations, and challenges, fostering genuine relationships to guide them towards success. With over 30 years of experience in the industry including experience working with distribution at other insurance companies and being a student of the business in understanding planning concepts and product designs, he brings invaluable expertise to our team.? ? Learn more about David’s approach in this insightful interview with Jay Judas, CEO of Life Insurance Strategies Group: https://lnkd.in/ewvpZ382. #LifeInsurance #EmployeeFeature #FirmBuilding

We enjoyed hosting several Lion Street Growth Groups in our new office headquarters last week. Since the beginning of Lion Street, our Growth Groups have been built around Lion Street Owners coming together to share their ideas and plans for exponentially growing their business with each other.?This collaboration in smaller groups extends the sense of community and shared purpose that defines Lion Street. #LifeInsurance #FinancialPlanning #GrowthGroups

We were honored to have hosted NFL legend Peyton Manning at this year's Lion Street Institute. During a captivating fireside chat moderated by Jessica L. DiLella, CLU?, CLTC? and Royce Imhoff, Manning shared inspiring stories and valuable insights on leadership, resilience, and the importance of giving back, leaving a lasting impact on all in attendance. Thank you to the Nationwide team and partnership for making this happen! #LionStreetInstitute #Institute2025 #LifeInsurance #WealthPlanning

Our annual Institute conference brought together Lion Street Firms for invaluable insights into the markets, products, and solutions shaping life insurance and wealth planning in 2025. ? This year's highlights included a compelling Owners Panel featuring top Lion Street Owners - Jake Davis, Ron Rubin, Matthew Friedson, and George Hester - along with powerful keynote sessions from legendary quarterback Peyton Manning, longevity and muscle health expert Dr. Gabrielle Lyon, and global entrepreneur Jeff Hoffman. ? With expert perspectives on industry trends, emerging opportunities and leadership, this year’s Institute provided Firms with strategies and tools needed to drive success in the year ahead. #LionStreetInstitute #LifeInsurance #WealthPlanning

We're excited to welcome John Price to the Lion Street team as our new Senior Vice President of Firm Development. ? John brings over 20 years of experience in insurance, including leadership roles at Equitable, MetLife, and Protective Life, with a proven track record of success. In his role, he will focus on partnering with firms to?find growth?opportunities in?the High Net Worth & Corporate Markets?and identify new?elite Life Insurance & Wealth Management Firms to join?Lion Street. ? We’re confident that his leadership and expertise will significantly benefit the Lion Street community. Welcome aboard, John! ? #LionStreet #WelcomeAboard #FinancialServices

We’re proud to unveil our Owners’ Wall in our new office! This wall is symbolic of our commitment as ‘The Firm Behind The Firm’ and serves as a constant reminder of the strength and collaboration that empower our network nationwide. #LionStreet #TheFirmBehindTheFirm

Natalie Ross, a Firm Builder at Lion Street, plays a crucial role in supporting our?Firms. Her extensive experience within the financial services industry, including roles with insurance carriers, independent advisors, and institutional clients, provides her with the unique insights and?expertise necessary?to guide Firms toward?long-term growth. Natalie's contributions are invaluable to our?team?and foster a strong sense of?collaboration?and shared values within the Lion Street network! #EmployeeFeature #LifeInsurance