Founded in 2007, Westview Insurance Services facilitates insurance strategies for their clients that meet their financial planning goals.
With their access to the top resources in the industry, Westview has built a strong reputation for attention to detail, efficiency, and most importantly, honesty. We strive to provide our clients with the most dynamic solutions to their life insurance needs.
Additionally, we review the performance of existing life insurance policies. Unfortunately, we find that many insurance policies do not have existing agents servicing the contract, resulting in underperforming policies. Additionally, as time progresses, new life insurance products become increasingly sophisticated and efficient. Using our expertise and access to the nation’s highest rated life insurance carriers, we assess the current and potential performance of existing insurance and recommend remedial action where necessary.
Westview is a member of Lion Street. Lion Street is operated by independent firms that provide life insurance, business insurance, and wealth management solutions to high-net-worth individuals, business owners, and corporate clientele. Lion Street understands the specific needs of these types of practices, and we have structured the company around delivering the leverage, resources, and intellectual capital our advisors need to succeed.
Lion Street was formed in 2010 and is managed by a team of experienced industry veterans with a significant equity investment from Austin Ventures. The name Lion Street is symbolic of the intersection of visionary financial advisors and forward-thinking financial services companies. The “Lion,” like our Advisor-Owners, is fiercely independent and respected, while “Street” represents traditional financial institutional stature.