The Power of Life Insurance for Financial Planning
Fiercely Independent
Charles W. Rawl & Associates is proud to be an owner-firm of Lion Street, a leading national financial services company owned by fiercely independent financial advisors.
Based in Austin, Texas, Lion Street comprises an elite network of affiliate firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain 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.
The Power of Independent Advocacy
The Lion Street Partnership
Fixed life insurance products are offered through the Charles W. Rawl & Associates life insurance agency, a proud owner-firm of Lion Street, Inc. Lion Street is a leading national financial services company comprised of over 200 independent owner-firms that specialize in design and planning for high-net-worth families, corporate clients, and successful business owners.
Each owner-firm is carefully selected, held to the highest ethical standards, and approved by an Executive Committee. The term “Owner” is used because each advisor is a stockholder in Lion Street, similar to being a partner in a law or tax firm. Affiliation with Lion Street is by invitation only; we have no members.
We chose the strategic connection with Lion Street to advocate on behalf of our clients and enhance the value we provide. In addition to influential relationships with leading insurance carriers and other financial institutions, we have access to a powerful peer network.
This open channel for idea exchange ensures that we stay plugged in to the most advanced strategies in the marketplace by leveraging the specialized practices of fellow Lion Street firms across the nation.
Through Lion Street, we are supported by a team of financial services veterans with established industry relationships. Our clients benefit from strategic alliances the Lion Street team has built with independent firms consulting in the areas of trusts and estates, product analytics and financial analysis.
Elite National Network
Being part of an elite national network creates a culture of collaboration and best practices to support each firm in providing the best solutions for their clients. This aligns interests across all owners, which creates the collaboration and a “specialist” mentality that all other owners use. It creates thought leadership across all wealth management/and planning disciplines.
Open Architecture and No Proprietary Products
Owner-firms leverage a state-of-the-art platform with access to all major products combined with sophisticated resources needed to design advanced solutions for clients.
As one of the top national distributors, Lion Street maintains influence and scale in the marketplace for the benefit of owner-firms and their clients. As a result, we are able to offer clients the most competitive solutions available.
Lion Street Markets and Areas of Expertise:
- Wealth Transfer and Estate Planning
- Executive and Corporate Benefits
- Business Planning Solutions
- International Planning
- Specialty expertise in Premium Finance, Private Placement, Captives, ESOPs and other unique solutions
