Lion Street 2019 Annual Report FINAL - Page 7



4
Once aboard the platform, Lion Street helps new Firms take advantage of its
comprehensive suite of resources and services to unlock organic growth.
Lion Street believes that strong Owner-Firms are the core of the overall
strength and growth of the Company. Toward that objective, each Firm has a
dedicated Firm Builder who serves as a business consultant to help Owners
serve more clients more effectively and efficiently.
Each Firm Builder has a keen interest in their Firms’ overall health, acting
as a liaison to the multitude of resources and expertise offered through the
Company and its Owner platforms.
Firm Builders have extensive experience in the life insurance industry and
utilize that knowledge in guiding Firms through their growth stages.
R E VE N UE
GROW T HE FIRMS
Firm with
Lion Street
Tomorrow
Firm
Today
TI ME
AVERAGE PREMIUM BY TOP FIRMS:
Royce Imhoff
$ in millions
2016
2017
2018
2019
TOP 25
$1.5
$1.7
$2.5
$2.8
TOP 50
$0.9
$1.1
$1.6
$1.8
TOP 100
$0.5
$0.7
$1.0
$1.1
Brian Bonifant
Dan Murphy
David Herrig
Justin Gladieux
2019 ANNUAL REPORT

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