Important 2026 Updates to The Stream Plan
This update strengthens our operational foundation and supports long-term growth, while maintaining the same features, benefits, and value you’ve come to expect.
Effective January 1, 2026, the Stream Small Case Premium Finance platform will transition from an LLC structure to a Trust structure. This change reflects our continued focus on strengthening our operational foundation and supporting long-term growth. Moving to a Trust structure simply updates the legal framework behind the platform; it does not change how agents or clients interact with Stream.
- All Stream platform features, benefits, and value remain unchanged
- Existing cases, participation, and compensation are fully protected
- Day-to-day processes, contacts, and support remain the same
- Policies already in place will continue under the current LLC structure
To continue writing new business with Stream in 2026:
- An Arizona insurance license will be required
- All new applications beginning in 2026 will be issued out of the state of Arizona
This requirement applies only to new business and does not affect existing policies.
As a reminder, Stream provides secure, 24/7 access to account information through app.thestreamplan.com. Agents and clients can review key details, manage preferences, and keep information current in one centralized location. Marketing materials tied to the former LLC structure should not be distributed. For current, approved materials, please reach out to a Stream representative.
We appreciate your continued partnership and the trust you place in Stream. If you have questions, please contact us directly at service@thestreamplan.com.
