Closing Out 2025: A Year of Growth and Partnership at The Stream Plan
Cheers to another year of growth, innovation, and delivering more meaningful value to advisors and the families they serve.
As we close out an incredible year, we want to extend our deepest appreciation to every partner who helped make 2025 our strongest year yet. Your trust, collaboration, and commitment to delivering real value to clients fuel everything we do at Stream.
And the best part? We’re just getting started.
2025 at a Glance
- Total Premium Paid: $6.3M
- Total New Policies Funded: 68
- Total Members: 79
- Total Tranches Funded: 8
- Expanded internationally
Our Focus for 2026
In the year ahead, we’re doubling down on what matters most to advisors and the clients they serve:
- Smarter, more comprehensive advisor education on premium finance
- Seamless tech build-outs, including enhanced death benefit designs
- Advanced strategies for business owners and generational wealth planning
- Stronger, deeper one-on-one relationships
- Additional staff support for agents stepping into advanced planning, fluent in Chinese and Spanish
If you’re an advisor looking to grow your advanced planning business in 2026, Stream is the advantage you’ve been searching for.
What’s Coming in 2026
- Stream Certification 2.0 - upgraded training videos
- New client presentation tools
- Major technology upgrades
- New case studies and marketing kits
2026 is the year to add leverage, differentiation, and high-income clients to your practice.
Cheers to another year of growth, innovation, and delivering more meaningful value to advisors and the families they serve.
The Stream Team
