Lion Street
Lion Street Membership and Underwriting Experience
As a proud member of the Lion Street platform, **Dentdelioun** benefits from the support of an elite network of over 200 independent firms and 800 financial professionals. This partnership provides us unparalleled access to top-tier insurance companies and wealth management solutions, allowing us to offer world-class, customized products to high-net-worth individuals, families, business owners, and executives. As of 2023, Lion Street has more than $100 billion in active life insurance coverage and manages assets totaling $18 billion. Its extensive resources and deep experience enhance our ability to effectively protect, manage, grow, and transfer your wealth. (lionstreet.com)
OBJECTIVITY | Objective Analysis, Precisely Matching Optimal Solutions
Lion Street employs an **Open Architecture** model, ensuring that all member firms can offer the best products and resources without being limited by proprietary products or technologies.
Our high-net-worth clients enjoy:
✔ A wider range of insurance company resources and strategic partnerships
✔ Top-tier technology platforms that enhance the wealth management experience
✔ More flexible solutions to help achieve optimal financial and insurance planning
Furthermore, Lion Street and its parent company Integrity maintain strong partnerships with leading insurance companies, professional institutions, and service providers, offering member firms:
✅ Exclusive resources and direct access to insurance company decision-makers
✅ Efficient and leading underwriting decisions to ensure the best coverage terms for clients
✅ Industry-leading product customization and solution optimization support
INSIGHT | Understanding Complex Needs, Crafting Exceptional Wealth Planning
Industry-Leading Wealth Management & Insurance Strategies
As a proud member of the Lion Street platform, **Dentdelioun** specializes in providing customized wealth planning services for high-net-worth individuals, business owners, and high-income professionals. Our professional team excels in creating innovative insurance strategies, crafting tailored wealth transfer plans, and optimizing business planning, helping clients navigate complex financial challenges to achieve superior asset management and financial outcomes.
High-Net-Worth Wealth Strategies | Our Area of Experience
Our firm is always at the forefront of the industry, helping clients formulate the following core strategies:
✅ Reducing estate and income taxes to help wealth transfer
✅ Optimizing retirement assets, increasing retirement income, and assisting with family wealth growth
✅ Optimizing corporate compensation, attracting and retaining key employees, and boosting business profitability
✅ Business succession planning, ensuring a smooth transition to the next generation or new management
✅ Charitable giving optimization, increasing donation impact while enjoying tax benefits
COLLABORATION | Creating Excellence Through Partnership
Collaboration and trust are the cornerstone of the Lion Street platform. Our independent member firms are committed to sharing knowledge, resources, and professional insights to provide elite clients with optimal solutions.
📌 Industry-Leading Thought Leadership -Lion Street regularly hosts and sponsors top-tier financial and insurance industry conferences, connecting clients with professionals:
🏆 Trusted Advisor Conference – Lion Street’s annual industry summit, gathering leading experts to discuss cutting-edge financial and insurance topics.
🎓 Heckerling Institute on Estate Planning – The nation’s premier estate planning conference, bringing together the most respected wealth planning experts, tax advisors, and legal consultants.
📢 Industry-Leading Academic Contributions– Lion Street professionals have spoken at industry associations such as AICPA, CPA Academy, and Leimberg Information Services, Inc., leading the development of industry trends.
CREDIBILITY | Professional Reputation, Earning Clients’ Trust
Lion Street’s selection standards for member firms are rigorous, ensuring that all firms provide the highest standard of professional service, ethical conduct, and integrity.
🔹 **Joining Lion Street requires meeting the following criteria:**
✔ Full and accurate disclosure of client information and financial analysis, ensuring that clients make the most informed decisions.
✔ Capital investment in Lion Street, demonstrating a long-term commitment.
✔ Adherence to the highest level of integrity in all client relationships.
We believe that a professional wealth advisor is not just a product provider, but a lifelong partner to clients. **Dentdelioun** remains committed to maintaining the highest standards, ensuring that each client enjoys transparent, fair, and professional wealth management services.