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LS-ANNUALREPORT-021418-pages

CONTENTS 3 Contents

CONTENTS 3 Contents Letter to Owners 04 Board of Directors 05 Financial Results 06 Growth: Lion Street Footprint 07 Leading Firms: Top Ten Lion Street Firms 08 Key Performance Indicators: Life Insurance 09 Key Performance Indicators: Wealth Management 10 Key Performance Indicators: Corporate & Business Solutions 12 Firm Building: Growing Existing Firms 13 Philanthropy 14 In the News 15 2018 Calendar 16 2017 ANNUAL REPORT

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