Life Insurance

We are a Member Firm of Lion Street, a selective membership organization within Lion Street, an independent distributor of insurance, benefits, and wealth management services.  PartnersFinancial partners with a discerning group of insurance carriers, our “core carriers”, giving us access to the most competitive resources and innovative solutions in the country.  

One of the many advantages this relationship brings is the creation of dedicated resource units (DRUs).  Having these customized resources gives us a direct voice in the development of products and resources best suited for you.  Our core carriers’ tax, legal, and plan design experts develop strategies to help make informed decisions for you about what products to purchase.  Member Firms also have access to experts in estate and charitable tax planning.  

To help you choose a suitable life insurance solution, Lion Street provides user-friendly decision analysis tools, offering you a clear understanding of how particular policies work. 

Other proprietary resources help provide for competitive pricing.  Underwriting can negotiate competitive underwriting offers.  Your application is evaluated based on your unique medical situation rather than how you may fit into a statistical model.