Ken Smith, CLU, ChFC

Executive Vice President

When working with clients I keep in mind what Mark Twain said, “Always do the right thing, it will gratify some and astonish the rest”.

Ken Smith

Experience

Ken Smith has amassed extensive insurance industry experience in the last four decades, investing 22 years at a large employer. He left in 2020 to join IZALE, where he assumes a more customer-centric role. He and his team assist our clients to transfer and create wealth, preserve, and transfer businesses, provide estate and other needed tax liquidity, or benefit their favorite charities using life insurance products.

Ken’s team serves high-net-worth individuals, high income earners, family offices and other specialist in the financial services industry. Their approach is to help their clients analyze existing coverage to determine if their contracts are performing as originally illustrated and evaluate if the level of coverage is adequate for future years. They analyze beneficiary structures to assess the financial strength of the issuing companies. When clients have a need for new insurance, Ken’s team helps them assess their risk class and select the appropriate products and companies to meet their life insurance needs.

Ken and his team remain fiercely independent and are not tied to any single carrier. They provide comprehensive service to each client at every touchpoint. If clients hold life insurance policies they no longer want or need, Ken locates buyers who will often pay well above the cash surrender value.

Additionally, Ken collaborates with other IZALE teams that specialize in working with Corporate, Banking and Credit Union clients in managing and acquiring Corporate and Bank Owned Life Insurance.

Accomplishments

  • BSBA in Finance from the University of Arkansas
  • Received two designations from the American College of Financial Services:
    • Charter Life Underwriter (CLU)
    • Charter Financial Consultant (ChFC)

More about Ken

Ken and his wife, Sarah, are the proud parents of two toddlers, and have welcomed three rescue dogs into their home. They are also volunteer court appointed special advocates for children with Dallas CASA. The avid bass tournament fisherman launched his own YouTube channel and has amassed 16k followers, drawing 2 million views annually.

Ken Smith is a registered representative of, and securities are offered through Lion Street Financial, LLC. (LSF) Austin, Texas, (512) 776-8400, member FINRA, SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with IZALE Financial Group. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed.

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