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Premium Financing Bootcamp 1.0

October 16 -17, 2023

Embassy Suites by Hilton Fort Lauderdale
17th Street 1100 SE
Fort Lauderdale, FL 33316

AGENDA

Monday, october 16

Time

9:30 A.M. - 10:00 A.M.

10:00 A.M. - 11:10 A.M.

11:15 A.M. – 11:30 A.M. 

11:30  A.M. – 12:30 P.M.

12:30 P.M. – 2:00 P.M.

2:00 P.M. – 3:15 P.M. 

3:15 P.M. - 3:30 P.M.

3:30 P.M. - 4:30 P.M.

4:30 P.M. - 5:30 P.M.

5:30 P.M. - 7:30 P.M.

Event

Registration Open

  • Check In With The Welcoming Committee

  • Receive Your Program & Name Badge

  • Find Your Seat

  • Most Importantly, Fill Up Your Coffee Cup : )
     

5 Different Lionsmark Financing Platforms

  • Least Client Outlay

  • Least Outside Collateral

  • Most Death Benefit 

  • Best Retirement Income

  • Irresponsible PFLI Abusive Design

 

Premium Financed Life Insurance (PFLI) Comparisons

  • PFLI vs. Non-Insurance Based Investments

  • PFLI vs. Non-Financed Life Insurance

Lionmark Capital's Proprietary Backtesting Software Demo

  • Average vs. Actual Returns (yes, there is a difference)

  • Historical Index Performance

  • How IUL Charges & Crediting Actually Work

  • Analyzation of Historical Borrowing Rates

Lunch (On Your Own)

How I Built A $37 Million Insurance Agency

  • Darren’s Crazy Journey In The Life Insurance Business

  • The Genesis Of Lionsmark Capital

  • The Takeo Effect: How To Overcome Adversity

  • How To Do Business Like a Samurai

  • The Power Of Gratitude

15-minute Break

Case Studies

  • IRC Section 6166  vs.  Leveraged G2 Plan

  • IRAs  vs.  Roth Conversions  vs.  Leveraged Legacy IRA Plan

  • Traditional Retirement Accounts  vs.  Rothish

  • Using PFLI with Charitable Foundations & Endowment Funds

 

Panel Discussion: How Premium Financing Has Changed

  • Meet Our Subject Experts

  • What Premium Financing Looked Like 20 Years Ago

  • What Premium Financing Looked Like 10 Years Ago

  • What Has Changed In The Last 1-2 Years

  • The Problems That Still Exist

  • Lionsmark Capital’s Solutions

Cocktail Networking Reception

Tuesday, october 17

Time

9:00 A.M. – 10:00 A.M. 

10:00 A.M. - 11:00 A.M. 

11:00 A.M.  - 11:15 A.M. 

11:15 A.M.  - 12:15 P.M. 

12:15 P.M.  -  1:30 P.M. 

1:30 P.M.  -  3:00 P.M. 

Event

Different Lenders & Different Loan Terms

  • How Collateral Is Determined

  • 1-Year Variable Loans vs. Multi-Year Fixed Rate Loans

  • Differences In Loan Underwriting Between Different Lenders

  • Differences In Loan Terms & Minimum Requirements

  • Foreign Currency Exchange Loans

  • Using Real Estate As Collateral

  • Zero Collateral Loan Platforms

High Level Sales Coaching

  • Understanding What HNW Clients Really Want

  • How To Develop Your Unique Selling Proposition (USP)

  • How To Differentiate Yourself As An Advisor

15-Minute Break

Panel Discussion: Deficiencies In The Market

  • Meet A Few Of Our Subject Experts

  • The Industry's Standard Method Of Operation (SMO)

  • What’s Wrong With The Industry’s SMO

  • Brilliant Solutions For The Deficiencies In The Industry

Lunch (On Your Own)

Marketing: A Turn-Key Client Engagement Process

  • Establishing Advisor/Lionsmark Roles & Commission Splits

  • How To Use Our Marketing Email Templates

  • How To Use Our Appointment Booking Scripts

  • Architecture Of The First Client/Lionsmark Zoom Call

  • Custom Client Proposal Videos

  • How To Close & Drive The Next Step

HEAR FROM
OUR PAST ATTENDEES

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REGISTER FOR THIS EVENT BELOW

Registration

Due to our generous sponsors (which include carriers, BGAs, TPAs, and affiliate partners), attending this event is FREE to our attendees (cost is normally $995 per attendee).

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