We have found that insurance solutions often serve as vehicles to facilitate getting clients from point A to point B. When designed and implemented correctly, insurance can provide a known outcome at an unknown time. Our firm offers insurance advisory services to protect and preserve various aspects of our clients’ wealth, including:
- Wealth transfer planning
- Business continuity
- Individual and family insurance coverage
As an independent firm, we are able to identify current and future liability requirements and design and build custom solutions on behalf of our clients in the life insurance and long-term care spaces.
Axiom Insurance Solutions is proud to be a firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of 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.
We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.