LionStreet ANNUALREPORT-020419-webpages - Page 5

Lion Street is expecting our strong momentum to continue, supported by a healthy pipeline of pending life insurance
applications and executable growth plans for 2019.
Here are our key initiatives for 2019:
• G
row Firms: Provide resources to increase the production of every Firm through adding producers, product lines and
centers of influence.

Grow Footprint: We will maintain high standards and focus on underrepresented geographical markets while adding 30
new, quality Firms.

Wealth Management: We will continue our emphasis on identifying Firms with excellent wealth management practices.
Also, we will continue our investment in people and technology to support these Firms.

Firm Technology: We will continue our quest to identify best-of-breed technology to make Firms more profitable. Our
“common application” efforts are close to fruition.

Culture: We will continue to make community and culture a priority in what is a “lonesome” business. Forums for
intellectual capital exchange remain a priority.
Thanks for your confidence as an investor. Thanks for your production as a Firm. Thanks for your friendship as an individual.


Powered by

Full screen Click to read
Paperturn flipbook
Download as PDF
Shopping cart
Full screen
Exit full screen