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12 KEY PERFORMANCE INDICATORS: CORPORATE & BUSINESS SOLUTIONS<br />
Key Performance Indicators:<br />
Corporate & Business Solutions<br />
In 2017, Corporate & Business Solutions expanded its services and resources to prepare for<br />
future growth in this space. One key development was the addition of Adam Sandahl to<br />
drive business, vision and excellence in the Corporate & Business Solutions as well as Multi<br />
Life markets. With several Lion Street Owner Firms offering key platforms as resources,<br />
other Owners are able to leverage their expertise to offer solutions in executive benefits, DI,<br />
administration support and COLI and BOLI.<br />
Key highlights from the year include:<br />
• Launched a BOLI initiative which focused on identifying key firms to partner with<br />
our BOLI experts at IZALE<br />
• Launched the Lion Street Administration platform, powered by Pen-Cal, to provide<br />
seamless sales, implementation and ongoing administration support for Executive<br />
Benefit Programs<br />
• Launched a truly innovative, high-limit DI offering for law firms and corporate<br />
executives in conjunction with Westport Group<br />
• Partnered with Global Atlantic to launch their true COLI index product,<br />
Corporate IUL<br />
• In partnership with Executive Benefit Solutions (EBS), Lion Street’s proprietary<br />
communication and enrollment system, Ovation, has been configured and successfully<br />
utilized for After Tax, Disability Income and Deferred Compensation plans.<br />
Adam Sandahl<br />
Senior Vice President<br />
of Corporate and<br />
Business Solutions
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