OUR TEAM | BIO

Joe Schlesser

Joe Schlesser

Joe posseses over 25 years of experience in the life insurance industry. He joined Lion Street as an Underwriting Consultant in February 2020. He worked for over 11 years as a Home Office Underwriting Consultant with companies such as Securian Financial and ING. He also spent 14 years in brokerage underwriting. Prior to joining Lion Street as an Underwriting Consultant, Joe was the Underwriting Manager for Crump Life Insurance services, managing a team of 10 Underwriters and 17 National Accounts. He’s a member of several Underwriting Study groups including Brokerage Underwriting Forum (BUF) and Collaborative Brokerage Network (CBN). Joe holds a FALU designation, is part of the ALU exam writing committee, and is editor of LOMA 386 – Underwriting Life and Health Insurance. Throughout his career, he’s gained experience working with large face amount and highly impaired medical cases. He has built solid relationships with all major life insurance carriers and also has experience with Life Settlement underwriting.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clearpoint Advisors, LLC.

FINRA website: http://www.finra.org/
BrokerCheck: http://brokercheck.finra.org/


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