LionStreet ANNUALREPORT-020419-webpages - Page 11



8
LION STREET
TOP 10 LIFE FIRMS
Large Case Unit
Lion Street’s coordinated approach to closing big cases
resulted in more than 275 cases over $100,000 of premium
being handled with intricate case designs and underwriting
packaging, staging and negotiation.
1.Krupin Partners
Michael Krupin, Bryan Krupin, Brian Batson
Beverly Hills, CA
2.TDC Life
•Large Case Unit for unique
risks & cases of $100,000+
in premium
TIFFANY HYDE
SVP, Head of
Underwriting
•Facilitation & negotiation
of jumbo, foreign national,
charitable and premium
finance designs
•Continued to strengthen
Indexed UL (50%) to
support accumulation
sales growth
•40% UL & GUL sales
to support wealth
transfer designs
MICHAEL
FONTANINI
VP, Advanced Sales
& Design
Cleves Delp, Tyler Horning
Maumee, OH
3.Paradigm Strategic
Insurance Services
Joel Solomon
Irvine, CA
4.IPS Advisors
Rod Sager, Randy Martell
Dallas, TX
5.
Oswald Companies
Jeff Wasserman
Cleveland, OH
•VUL sales emerged with
strong growth and new
product offerings
6.
Passerelle Partners, LLC
•18% of sales were
premium-financed
7.Northeast Private
Client Group
•Significant cases from
PRS, QLS and Life
Bridge concepts
Fernando Pou
Miami, FL
Mark Murphy
Roseland, NJ
8.Westview Insurance Services
Randy Perkins, Kyle Perkins
San Diego, CA
9.Navitas Wealth Advisors, Inc.
George Hester, Chris Fay
Ridgeland, MS
10.Tamar Fink, Inc.
Kenneth Fink
Minneapolis, MN

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