LionStreet: ROAD to INDEPENDENCE White Paper - Flipbook - Page 10
THE ROAD TO INDEPENDENCE
8
APPENDI X
An independent architecture with integrated, aggregated and seamless
access to leading carriers.
PARTNERSHIP CARRIERS
COMBINATION OF INFLUENCE AND ACCESS
• Influential relationships and dedicated support
teams from partnership carriers
• Seamless access to all other carriers on
the platform
• Aggregate compensation across all carriers
Plus:
• Product agnostic
• Mass Mutual
• Principal
• Minnesota Life
• Global Atlantic
• American General
• AXA Financial
• Brighthouse Financial
• National Life
• New York Life
• Nationwide
• Protective
• Transamerica
• Other Carriers
• All retail life production included in OLIP
(Owners Life Incentive Plan)
• Efficiencies dealing with multiple carriers
• All business submitted through one system,
Paperclip
• Tools through TRACKER and Proformex
BEST OF ALL WORLDS
Through Lion Street’s hybrid carrier strategy, Owner-Firms enjoy the influence with carriers that a
producer group offers combined with the access a BGA provides, as well as the direct connections
to carriers normally found only in captive organizations. It really is the best of all worlds.
Lion Street
Advantage
Influence
Producer
Group
BGA
Captive
Direct
Connections
Access