Integrity Marketing — a financial services distributor that has been growing rapidly through acquisitions — has announced the purchase of Lion Street and Maryland Insurance Services.
Integrity Marketing is a Dallas-based company that now has relationships with 420,000 agents and advisors and 10 million clients.
The company is generating about $7 billion in sales per year, and it has $20 billion in assets under management and advisement.
Lion Street
Lion Street is a life insurance, wealth management and financial planning organization with headquarters in Austin, Texas.
Bob Carter started Lion Street in 2010. It now has ties to 750 financial professionals. Those financial professionals generate $150 million in life insurance sales per year and have $15 billion in assets under advisement.
Bob Carter, Lion Street's founder and CEO, and Jim Cahill, the president, will become managing partners at Integrity Marketing.