Individual & Family Insurance Coverage
In a world of uncertainty, life insurance provides stability to financial planning. It is a key, affordable solution when cash flow is needed at an unexpected time.
Wealth Transfer Planning
It is crucial to plan in advance with loved ones how their assets will be protected and transferred. This preparation will avoid unwelcome surprises in the future.
Business Planning Solutions
Continuity and security are key to the long-term success of any business. The ability to mitigate risk is critical to maintaining leadership, particularly when unexpected events occur.
Advanced Toolkit
Advanced financial planning addresses issues and concerns in a complex world. Our life insurance tools provide unique options for situations that carry an unusually high risk.
The mission of Spring Street Solutions is to partner with advisors to lend our experience in the planning and design of life insurance solutions that best fit their clients’ needs. Our goal is to make the implementation of these strategies seamless, in order to enhance the value that advisors provide their clients. We offer sophisticated, unbiased and creative solutions to many of the problems that clients face.
Our Services
Individual & Family Insurance Coverage
In a world of uncertainty, life insurance provides stability to financial planning. It is a key, affordable solution when cash flow is needed at an unexpected time.
“Having peace of mind is priceless in these moments.”
- Term & Permanent Insurance
- Liquidity Planning & Asset Protection
- Long-Term Care
Wealth Transfer Planning
It is crucial to plan in advance with loved ones how their assets will be protected and transferred. This preparation will avoid unwelcome surprises in the future.
“There is great comfort in knowing you have a plan.”
- Retirement
- Estate Planning
- Individual Longevity Planning
Business Planning Solutions
Continuity and security are key to the long-term success of any business. The ability to mitigate risk is critical to maintaining leadership, particularly when unexpected events occur.
”Knowing how to protect your livelihood and those around you allows you to focus on the business.”
- Executive and Corporate Benefits
- LTC & Disability
- Key Person & Buy/Sell Coverage
Advanced Toolkit
Advanced financial planning addresses issues and concerns in a complex world. Our life insurance tools provide unique options for situations that carry an unusually high risk.
“There can be deep satisfaction in having a known outcome to correlate against risks.”
- Private Placement
- Premium Finance
- Wealth Accumulation
Our Process
Step 1:
Consultation
Meet with Spring Street Solutions to determine if your firm is a good fit for our services. We will help you identify planning opportunities from your current book of business to add value to your clients.
Step 2:
Planning Integration
Spring Street Solutions will become a valuable asset to your advisors, as we help identify and implement life insurance solutions that fit with the overall financial plan of each client.
Step 3:
Ongoing monitoring and advice
This is one of the most important parts of the process and ensures the plan will continue as designed. The ongoing monitoring of the policy helps the advisor care for their clients’ long-term goals, thus giving them peace of mind.
Spring Street Solutions is a proud owner firm of Lion Street Inc., a leading national financial services company owned by fiercely independent financial professionals. We are part of an elite network of firms that specialize in solutions for high-net-worth individuals, family offices, business owners and corporate clients. We gain favored access to insurance carriers and financial institutions, and the products and services they offer, which enhances our ability to meet the complex planning requirements of our clients. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions. As a result, we can offer our clients the most competitive insurance solutions and products available.