{"id":1477,"date":"2025-03-07T09:22:02","date_gmt":"2025-03-07T09:22:02","guid":{"rendered":"https:\/\/delioun.com\/%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86\/"},"modified":"2025-04-14T05:19:46","modified_gmt":"2025-04-14T05:19:46","slug":"%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86","status":"publish","type":"page","link":"https:\/\/delioun.com\/zh-hans\/%e8%b4%a2%e5%af%8c%e7%ae%a1%e7%90%86\/","title":{"rendered":"\u8d22\u5bcc\u7ba1\u7406"},"content":{"rendered":"\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u8d22\u5bcc\u7ba1\u7406<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u8ba9\u4fdd\u9669\u4e0e\u8d22\u5bcc\u7ba1\u7406\u65e0\u7f1d\u8854\u63a5\uff0c\u63d0\u4f9b\u66f4\u4f18\u9009\u62e9<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Lion Street Financial | Broker Dealer\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u4e3a Lion Street \u4f1a\u5458\u516c\u53f8\u6253\u9020\u7684 Broker Dealer\uff0c\u4e13\u6ce8\u4e8e\u4fdd\u9669 + \u8bc1\u5238\u7684\u7efc\u5408\u5206\u9500\u652f\u6301\u3002 <\/p>

\u2705\u652f\u6301\u53ef\u53d8\u578b\u4fdd\u9669 (Variable Life) & \u5e74\u91d1\u4ea7\u54c1 (Variable Annuities) \u5206\u9500 <\/p>

\u2705 \u6574\u5408\u4fdd\u9669 + \u6295\u8d44\u7ba1\u7406\uff0c\u63d0\u4f9b\u66f4\u4f18\u9009\u62e9 <\/p>

\u2705 \u5408\u89c4\u7ba1\u7406 & \u76d1\u7ba1\u652f\u6301\uff0c\u786e\u4fdd\u6295\u8d44\u4e0e\u4fdd\u9669\u89c4\u5212\u7684\u5408\u89c4\u6027 <\/p>

\u2705\u4e3a\u9ad8\u51c0\u503c\u5ba2\u6237\u63d0\u4f9b\u5e02\u573a\u6d1e\u5bdf & \u4ea7\u54c1\u521b\u65b0\u652f\u6301 <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u6211\u4eec\u63d0\u4f9b\u7684\u652f\u6301<\/strong><\/p>

– \u4f20\u7edf\u6295\u8d44\u4ea7\u54c1 & \u8bc1\u5238\u4ea4\u6613\u652f\u6301 <\/p>

– \u79c1\u4eba\u5b9a\u5236\u53ef\u53d8\u5bff\u9669 (PPVUL, Private Placement VUL) <\/p>

– \u884c\u4e1a\u9886\u5148\u91d1\u878d\u79d1\u6280\uff0c\u63d0\u4f9b\u4e2a\u6027\u5316\u6295\u8d44\u7ba1\u7406\u670d\u52a1 <\/p>

– 35+ \u5bb6\u53ef\u53d8\u4ea7\u54c1\u9500\u552e\u534f\u8bae\uff0c\u63d0\u4f9b\u66f4\u591a\u6295\u8d44\u9009\u62e9 <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Lion Street Advisors | Registered Investment Advisor (RIA)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Lion Street RIA \u63d0\u4f9b\u5168\u65b9\u4f4d\u7684\u8d22\u5bcc\u7ba1\u7406\u5e73\u53f0\uff0c\u52a9\u529b\u72ec\u7acb\u987e\u95ee\u548c RIAs \u6253\u9020\u4e2a\u6027\u5316\u6295\u8d44\u7b56\u7565\u3002 <\/p>

\u2705 \u5f00\u653e\u5f0f\u67b6\u6784 (Open Architecture)\uff0c\u7075\u6d3b\u5339\u914d\u6700\u4f18\u6295\u8d44\u7b56\u7565 <\/p>

\u2705 \u4e00\u7ad9\u5f0f\u7ba1\u7406\u5e73\u53f0\uff0c\u63d0\u4f9b \u4ea4\u6613\u652f\u6301\u3001\u7814\u7a76\u62a5\u544a\u3001\u8d44\u4ea7\u914d\u7f6e \u65b9\u6848 <\/p>

\u2705\u6210\u672c\u4f18\u5316\uff0c\u53bb\u9664\u4e0d\u5fc5\u8981\u7684\u4e2d\u95f4\u73af\u8282\uff0c\u964d\u4f4e\u7ba1\u7406\u8d39\u7528 <\/p>

\u2705 \u5408\u89c4\u5bf9\u63a5\uff0c\u786e\u4fdd\u6295\u8d44\u7b56\u7565\u7b26\u5408\u884c\u4e1a\u6cd5\u89c4<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\u6211\u4eec\u7684\u6838\u5fc3\u4f18\u52bf<\/strong><\/p>

– \u7efc\u5408\u91d1\u878d\u670d\u52a1\u5e73\u53f0 <\/strong>\u2014 \u63d0\u4f9b\u4e00\u7ad9\u5f0f\u6295\u8d44\u7ba1\u7406\u89e3\u51b3\u65b9\u6848 <\/p>

– \u9876\u7ea7\u91d1\u878d\u79d1\u6280\u652f\u6301 <\/strong>\u2014 \u5f3a\u5927\u4ea4\u6613\u7cfb\u7edf & \u6295\u8d44\u5206\u6790\u5de5\u5177 <\/p>

– \u5408\u89c4\u7ba1\u7406<\/strong> \u2014 \u786e\u4fdd\u6295\u8d44\u7b56\u7565\u7b26\u5408\u76d1\u7ba1\u8981\u6c42 <\/p>

– \u9ad8\u6548\u6210\u672c\u7ed3\u6784 <\/strong>\u2014 \u901a\u8fc7\u53bb\u5c42\u5316\u964d\u4f4e\u8d39\u7528\uff0c\u4e3a\u5ba2\u6237\u521b\u9020\u66f4\u591a\u4ef7\u503c <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

\u8d22\u5bcc\u7ba1\u7406 \u8ba9\u4fdd\u9669\u4e0e\u8d22\u5bcc\u7ba1\u7406\u65e0\u7f1d\u8854\u63a5\uff0c\u63d0\u4f9b\u66f4\u4f18\u9009\u62e9 Lion Street Financial | Broker Dealer \u4e3a Lion Street \u4f1a\u5458\u516c\u53f8\u6253\u9020\u7684 Broker Dealer\uff0c\u4e13\u6ce8\u4e8e\u4fdd\u9669 + \u8bc1\u5238\u7684\u7efc\u5408\u5206\u9500\u652f\u6301\u3002 \u2705\u652f\u6301\u53ef\u53d8\u578b\u4fdd\u9669 (Variable Life) & \u5e74\u91d1\u4ea7\u54c1 (Variable Annuities) \u5206\u9500 \u2705 \u6574\u5408\u4fdd\u9669 + \u6295\u8d44\u7ba1\u7406\uff0c\u63d0\u4f9b\u66f4\u4f18\u9009\u62e9 \u2705 \u5408\u89c4\u7ba1\u7406 & \u76d1\u7ba1\u652f\u6301\uff0c\u786e\u4fdd\u6295\u8d44\u4e0e\u4fdd\u9669\u89c4\u5212\u7684\u5408\u89c4\u6027 \u2705\u4e3a\u9ad8\u51c0\u503c\u5ba2\u6237\u63d0\u4f9b\u5e02\u573a\u6d1e\u5bdf & \u4ea7\u54c1\u521b\u65b0\u652f\u6301 \u6211\u4eec\u63d0\u4f9b\u7684\u652f\u6301 – \u4f20\u7edf\u6295\u8d44\u4ea7\u54c1 & \u8bc1\u5238\u4ea4\u6613\u652f\u6301 – \u79c1\u4eba\u5b9a\u5236\u53ef\u53d8\u5bff\u9669 (PPVUL, Private Placement VUL) – \u884c\u4e1a\u9886\u5148\u91d1\u878d\u79d1\u6280\uff0c\u63d0\u4f9b\u4e2a\u6027\u5316\u6295\u8d44\u7ba1\u7406\u670d\u52a1 – 35+ \u5bb6\u53ef\u53d8\u4ea7\u54c1\u9500\u552e\u534f\u8bae\uff0c\u63d0\u4f9b\u66f4\u591a\u6295\u8d44\u9009\u62e9 Lion Street Advisors | Registered Investment Advisor (RIA) Lion Street RIA \u63d0\u4f9b\u5168\u65b9\u4f4d\u7684\u8d22\u5bcc\u7ba1\u7406\u5e73\u53f0\uff0c\u52a9\u529b\u72ec\u7acb\u987e\u95ee\u548c RIAs \u6253\u9020\u4e2a\u6027\u5316\u6295\u8d44\u7b56\u7565\u3002 \u2705 \u5f00\u653e\u5f0f\u67b6\u6784 (Open Architecture)\uff0c\u7075\u6d3b\u5339\u914d\u6700\u4f18\u6295\u8d44\u7b56\u7565 \u2705 \u4e00\u7ad9\u5f0f\u7ba1\u7406\u5e73\u53f0\uff0c\u63d0\u4f9b \u4ea4\u6613\u652f\u6301\u3001\u7814\u7a76\u62a5\u544a\u3001\u8d44\u4ea7\u914d\u7f6e \u65b9\u6848 \u2705\u6210\u672c\u4f18\u5316\uff0c\u53bb\u9664\u4e0d\u5fc5\u8981\u7684\u4e2d\u95f4\u73af\u8282\uff0c\u964d\u4f4e\u7ba1\u7406\u8d39\u7528 \u2705 \u5408\u89c4\u5bf9\u63a5\uff0c\u786e\u4fdd\u6295\u8d44\u7b56\u7565\u7b26\u5408\u884c\u4e1a\u6cd5\u89c4 \u6211\u4eec\u7684\u6838\u5fc3\u4f18\u52bf – \u7efc\u5408\u91d1\u878d\u670d\u52a1\u5e73\u53f0 \u2014 \u63d0\u4f9b\u4e00\u7ad9\u5f0f\u6295\u8d44\u7ba1\u7406\u89e3\u51b3\u65b9\u6848 – \u9876\u7ea7\u91d1\u878d\u79d1\u6280\u652f\u6301 \u2014 \u5f3a\u5927\u4ea4\u6613\u7cfb\u7edf & \u6295\u8d44\u5206\u6790\u5de5\u5177 – \u5408\u89c4\u7ba1\u7406 \u2014 \u786e\u4fdd\u6295\u8d44\u7b56\u7565\u7b26\u5408\u76d1\u7ba1\u8981\u6c42 – \u9ad8\u6548\u6210\u672c\u7ed3\u6784 \u2014 \u901a\u8fc7\u53bb\u5c42\u5316\u964d\u4f4e\u8d39\u7528\uff0c\u4e3a\u5ba2\u6237\u521b\u9020\u66f4\u591a\u4ef7\u503c<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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