LionStreet: ROAD to INDEPENDENCE White Paper - Flipbook - Page 8
THE ROAD TO INDEPENDENCE
6
T ES T IMONIAL S
At Lion Street, I have expanded my practice, experiencing
collaborative conversations among Owners and open
architecture to source the insurance product strategic for
client planning.
— Peggy Hollander, The Succession Group
Going independent and becoming a Lion Street Owner has
accelerated the growth of my practice.
—D
aniel Caswell, Integrated Wealth Strategies,
previously with New York Life
My clients know I’m finding the best policy for them because
I’m an independent advisor with an open carrier network;
they know I’m not trying to fit them into a policy that’s not
right for them because I have unlimited policy options at
my disposal.
— J ohn Distefano, Thoroughbred Insurance Group,
previously with Northwestern Mutual
Being able to associate with and learn from other Lion Street
Owners doing advanced planning opened up a whole new
world of opportunity for my practice.
— Grant Monson, Alterra Advisors, previously with HTK/Penn Mutual