Axiom Insurance Solutions was developed as an open architecture platform to fulfill unique insurance solutions to problems uncovered throughout the wealth planning process and create better financial outcomes for our clients. As an owner firm of Lion Street, Axiom Insurance Solutions is supplied with best-in-class, favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. Lion Street, Inc. is a leading national financial services company owned by “fiercely independent financial advisors” and is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Specialties: Investment Advisory ✓ Charitable Planning ✓ Tax Planning ✓ Buy-Sell ✓ Key-Man Funding ✓ Defined Benefit Plans ✓ After-Tax Deferral Plans ✓ Executive Bonus 162 Plans ✓ High-Limit Disability ✓ Captive Insurance Plans ✓ Bank-owned Life Insurance (BOLI) ✓ Employee Stock Ownership Plans (ESOPs) ✓ Premium Financed Life Insurance ✓ Long Term Care The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Axiom cannot guarantee the accuracy of information from third parties.