EMBED - DK, SE example page - Lion Street - Flipbook - Page 12
12
KEY PERFORMANCE INDICATORS: CORPORATE & BUSINESS SOLUTIONS
Key Performance Indicators:
Corporate & Business Solutions
In 2017, Corporate & Business Solutions expanded its services and resources to prepare for
future growth in this space. One key development was the addition of Adam Sandahl to
drive business, vision and excellence in the Corporate & Business Solutions as well as Multi
Life markets. With several Lion Street Owner Firms offering key platforms as resources,
other Owners are able to leverage their expertise to offer solutions in executive benefits, DI,
administration support and COLI and BOLI.
Key highlights from the year include:
• Launched a BOLI initiative which focused on identifying key firms to partner with
our BOLI experts at IZALE
• Launched the Lion Street Administration platform, powered by Pen-Cal, to provide
seamless sales, implementation and ongoing administration support for Executive
Benefit Programs
• Launched a truly innovative, high-limit DI offering for law firms and corporate
executives in conjunction with Westport Group
• Partnered with Global Atlantic to launch their true COLI index product,
Corporate IUL
• In partnership with Executive Benefit Solutions (EBS), Lion Street’s proprietary
communication and enrollment system, Ovation, has been configured and successfully
utilized for After Tax, Disability Income and Deferred Compensation plans.
Adam Sandahl
Senior Vice President
of Corporate and
Business Solutions