OUR PERSPECTIVE

We’re here to help guide successful entrepreneurs and professionals.

We pride ourselves on keeping the process simple and we focus on your goals and assure their achievement. We do this through leveraging the tremendous power of life insurance and other wealth preservation strategies while providing ongoing management of your in force policies.
Life insurance is a powerful financial instrument. It must be acquired and managed by an independent and professional firm.

Problems We Solve: Taxes and Illiquidity

MLA SOLUTIONS
  • LIFE INSURANCE

    Tax Efficient Solution
    Income Tax Free
    Estate Tax Free

  • HIGH LIMIT DISABILITY

    Customized Underwriting
    C-Suite Executives and Professionals
    Athletes and Entertainers

  • ANNUITIES

    Retirement Planning
    Tax Deferred Growth
    Lifetime Income

  • ASSET PROTECTION

    Life Insurance Policy Management
    Estate Liquidity
    Long-Term Care

  • BUSINESS SUCCESSION

    Shareholder Liquidity Planning
    Ownership Transition
    Non-owner Executives

  • RETIREMENT INCOME

    Non-qualified Plans
    Executive Retention/Incentives
    Supplemental Tax Free Benefits

CLIENTS WE SERVE

By leveraging the power of life insurance strategies, we can help wealthy families, high-income professionals, and closely-held businesses protect, preserve, and assure their Legacy.

HOW WE HELP

Whether working directly with a family, and/or their trusted advisor, together we can plan for ideal financial outcomes.

Whether we serve as the planning quarterback directly with a client and their family, or a member of the team when working with their trusted advisor, we quickly assess the facts and align the planning with their objectives. The path to clarity shouldn’t be complex.

OUR PROCESS FOR WORKING WITH FAMILIES AND/OR THEIR ADVISORS

Are you ready to protect, preserve, and assure your wealth?

LOOKING FOR A SECOND OPINION? WE CAN HELP.

Life Insurance Asset Management (LIAM) Process

If life insurance is treated as an asset class, like it should, it requires active management past the initial policy sale. Our experienced team can perform a review of your existing policies, including premium funding, future value projections and carrier quality. Our process is simple, four steps to ensuring your policy is performing as planned.
  • 1.

    UNDERSTAND

    Review and understand insurance portfolio

  • 2.

    MEASURE

    Analyze and measure life insurance assets

  • 3.

    ADJUST

    Adjust inforce policies and analyze alternatives

  • 4.

    REVIEW

    Ongoing annual review of life insurance portfolio

MORE ABOUT US

We are committed that our work together will assure that your plan achieves your legacy.

Our team works to ensure that our expertise provides the value to earn your trust. Our work will provide our clients the confidence that their family will realize the full value of their life’s work.
MARK LEYDEN, CLU®
MARK LEYDEN, CLU®
Founder, Mark Leyden Associates, LLC Lion Street Owner
READ MARK’S BIO

Our Team

Getting Started on a Family Business Succession Plan

This is the second in a series of four articles discussing considerations around the succession and continuity planning for family businesses leading to how life insurance strategies are utilized to achieve many of the goals for such planning. This second article…

Strategies for Family Business Succession Planning

This is the first in a series of four articles discussing considerations around the succession and continuity planning for family businesses and how life insurance strategies are utilized to achieve many of the goals for such planning. This first article…

Disruption in the Life Insurance Industry

Perfect Storm has landed in the financial service industry and will have a detrimental impact on policyholders. The impact will be long term and largely unnoticed by the financial press. The persistent low interes…

Forum 400 Presentation

Life insurance assets are powerful financial instruments … They must be acquired and managed by an independent professional firm with appropriate expertise … In your mind’s eye I want

MLA Joins Lion Street

Austin, Texas – Mark Leyden & Associates, LCC has joined Lion Street’s national network of Advisor-Owners in order to create more opportunities for high net-worth individuals and multi generational business owners through a multi-carrier platform. Lion Street is privately held,…