Dan Stanley brings more than 25 years of life insurance experience to Lion Street. Dan has run operations for several insurance carriers and distributors, with specific expertise in finding solutions to optimize the customer experience. Dan has held several key roles over the years: Vice President of Operations at Ash Brokerage, Vice President of Underwriting at Partners Financial, and Director of Operations at ING. In addition, Dan spent 5 years managing one of Lion Street’s most successful firms, IPS Advisors. This line of sight allows Dan to work closely with our firms in finding ways to improve our business model. Dan has the perfect combination of direct sales experience with high-net-worth clients, carrier underwriting and operations. Dan served in the Marine Corps for 6 years and enjoys golf, traveling, and spending time with family
Amy Blanchard bringsmore than 15 years of life insurance experience to Lion Street.Prior to joining Lion Street, Amy was the Senior UnderwritingManager at one of Lion Street’s most successful firms, IPS Advisors. Amyhas vast experience with Life Insurance, Disability, Annuities, LifeSettlements, Long Term Care underwriting and new business management.Amy’s areas of expertise include managing a positive client experience duringthe life insurance underwriting process, insurance carrier negotiations andstrong attention to detail. Amy has been a member of an industry widestudy group, Underwriting Partners (UP) Group, for the past 8 years. Amyholds her Texas Life and Health Insurance License. Amy resides in Allen,TX with her two daughters (Ages 8 and 10) and enjoys traveling, spending timeoutdoors and exploring new recipes to cook at home.