LionStreet ANNUALREPORT-020419-webpages - Page 4



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LION STREET
L E T T ER T O OWNERS
Dear Fellow Stockholders,
Lion Street was founded on the basic principle that there is significant value in a national network owned
and governed by its producers. As a life-centric firm, you invested in what you know, alongside people
you know, and where your production and referrals can significantly influence the outcome of the
Company, and consequently, your investment.
Our vision is closing in on reality. We have quality Firms in nearly all significant markets. Our “Firm
behind the Firm” in Austin has more than 70 full-time employees dedicated to helping Lion Street
Owners grow and prosper.
As we look ahead, several important industry trends are expected to facilitate growth for life-centric
distribution platforms such as Lion Street.
BOB CARTER
Founder & CEO
1.Ideal environment: Rising interest rates, increasing corporate earnings and less capital-intensive life insurance products
2. Life insurance tax advantages: Cash accumulation is an important asset class; volatile estate tax laws are motivating
high-net-worth individuals to pre-fund obligations
3.Lower taxes: Drive executive compensation planning
4.Retirement and income planning: Bolster demand for fee-based asset management
5.Consumers: Increasingly turning to full-service independent advisors for holistic financial planning and execution
Since its inception in 2010, Lion Street has rapidly achieved scale and generated significant momentum in the marketplace.







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1 8 5 and Growing
2018 ANNUAL REPORT

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