NEW YORK – February 16, 2017 - Crown Global Insurance Group LLC (“Crown Global” or the “Company”), a world leading provider of specialty insurance solutions for high net worth and institutional clients, today announced that the Company will sponsor Lion Street’s ROAR Growth Group at the annual Lion Street Institute taking place in Austin, Texas on February 19-21, 2017. Managing Director Jay C. Judas will lead a session dedicated to the application of Frozen Cash Value Life Insurance as a solution for tax-efficient planning for ultra-HNW clients.
Chaired by industry leader and Founder and CEO of RFG Wealth Management, Ron Rubin, the ROAR Growth Group is comprised of a collaborative and highly professional assembly of Lion Street Owners. Growth Groups enable clusters of the elite independent Lion Street life insurance producers and financial advisors to meet and share pioneering and unique planning techniques and experiences. “At Lion Street, learning is an ongoing practice which permits the Owners to examine current trends surrounding ‘best in class’ financial and tax planning,” said Ron Rubin. “Having an accomplished expert like Jay Judas assist us in this pursuit is exciting.”
Perry Lerner, Chairman & CEO of Crown Global said, “We are very fortunate to have a strong relationship with Lion Street which empowers its firms with unique opportunities like the Institute where there is a collaborate and open discussion among delegates, insightful speeches by accomplished luminaries, and special sessions aimed at maximizing success for both high-net worth and corporate clients.”
“I am privileged to join with fellow industry veterans in the ROAR Growth Group at the upcoming Lion Street Institute Symposium. I look forward to providing actionable insights based on my many years of experience partnering with investment managers, institutional investors and affluent individuals throughout the Americas, Europe, the Asia-Pacific, the Middle East and the Caribbean,” said Jay C. Judas, Managing Director of Crown Global.
About Crown Global
Crown Global provides efficient investment-enhancement strategies and products for institutional investors, investment managers and ultra-high net worth individuals. The Company offers custom solutions that enable managers and investors to enhance their returns from investments in alternative assets and managed accounts Crown Global operates globally and maintains offices in North America, Switzerland and the Cayman Islands. Since its founding in 1998, Crown Global has established a solid track record of issuing U.S. and non U.S. compliant life insurance and annuity policies for institutional and ultra-high net worth clients. Learn more at http://www.crownglobalinsurance.com.
About Lion Street
Lion Street is a leading national financial services company based in Austin, Texas. The Lion Street network encompasses over 140 independent firms in 40 states. Lion Street provides elite independent life insurance producers and financial advisors access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients. It also caters to fiduciaries through its exclusive Trusted Advisors Program, dedicated to fostering stronger, more meaningful and productive relationships between Lion Street firms and their most trusted advisors, including CPA's, Attorneys, Trust Officers, and others. Lion Street Financial, its Broker-Dealer was named the 2016 “Division One Broker-Dealer of the Year” by Investment Advisor. To learn more about Lion Street, please visit www.lionstreet.com.
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