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Premium Financing Bootcamp
June 26 - 27, 2023
The Westin | Dallas Fort Worth Airport
4545 West John Carpenter Freeway
Irving, TX 75063
register
SCHEDULE
Monday, June 26
Time
10:00 A.M. - 11:00 A.M.
11:00 A.M. – 11:30 A.M.
11:30 A.M. – 12:00 P.M.
12:00 P.M. – 1:00 P.M.
1:00 P.M. – 2:00 P.M.
2:00 P.M. - 3:00 P.M.
3:00 P.M. - 3:15 P.M.
3:00 P.M. - 5:00 P.M.
5:00 P.M. - 7:00 P.M.
Event
5 Different Lionsmark Platforms of Financing
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Which one requires the least out-of-pocket
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Which one requires the least outside collateral
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Which one delivers the most death benefit
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Which one is best for generating retirement income
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What happens when PFLI is abused irresponsibly
Premium Financed Life Insurance (PFLI) Comparisons
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PFLI vs. Non-Insurance Based Investments
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PFLI vs. Non-Financed Life Insurance
The Proxy: Backtesting Software
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Average vs. Actual Returns (yes, there is a difference)
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Historical Index Performance
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How IUL Charges & Crediting Actually Work
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Analyzation of Historical Borrowing Rates
Lunch (On Your Own)
Different Lenders & Different Loan Terms
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One Size Does Not Fit All
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How Collateral Is Determined
Town Hall Meeting: Darren Sugiyama Interviews Bob Larsen
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Learn What 90% Of HNW Estate Plans Are Missing
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The Problem With IRC Section §6166
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The Leveraged G2 Plan: Massive Savings On Estate Taxes
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$40MM Premium Case Study
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How To Work With Estate Planning Attorneys
15-Minute Break
How I Built A $37 Million Insurance Agency
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Darren’s Crazy Journey In The Life Insurance Business
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The Genesis Of Lionsmark Capital
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The Takeo Effect: How To Overcome Adversity
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How To Do Business Like a Samurai
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The Power Of Gratitude
Cocktail Networking Reception
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Sponsored by SRA 831(b) Admin
Tuesday, June 27
Time
8:00 A.M. – 8:30 A.M.
8:30 A.M. - 9:00 A.M.
9:00 A.M. - 9:45 A.M.
9:45 A.M. - 10:00 A.M.
10:00 A.M. - 10:45 A.M.
10:45 A.M. - 12:00 P.M.
12:00 P.M. - 1:00 P.M.
1:00 P.M. - 2:30 P.M.
2:30 P.M. - 3:00 P.M.
Event
Reflections After Day One
Fundraising Strategy For Charitable Foundations
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Private University Endowment
Town Hall Meeting: Darren Sugiyama Interviews Ken Smith
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The Virtual Family Office
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The Biggest Mistake Advisors Make With CPAs
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How To Become A CPA’s Most Valuable Resource
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How ERT Helps Advisors Generate Clients From CPA
15-Minute Break
Town Hall Meeting: Darren Sugiyama Interviews Jason Kurchner
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Rollover IRA Funds & Avoid 70% In Taxes
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Using IRA Funds To Buy Tax-Free Life Insurance
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Supercharging a 10X-15X Return Using A Proprietary Method Of Premium Financing
High Level Sales Coaching
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Understanding What HNW Clients Really Want
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How To Develop Your Unique Selling Proposition (USP)
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How To Differentiate Yourself As An Advisor=
Lunch (On Your Own)
Checkmate: Creating The Perfect Presentation
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How To Break & Reset The Client’s Emotional State
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How To Use Case Studies As Your Most Valuable Asset
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How To End Buying Procrastination
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How To Crush Objections
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What To Send A Prospect Before & After A Meeting
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The 6 Dumbest Things Advisors Do With Clients
The Wrap Up
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Understanding What HNW Clients Really Want
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How To Develop Your Unique Selling Proposition (USP)
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How To Differentiate Yourself As An Advisor
hotel information
JOIN US & BOOK YOUR ROOM TODAY!
Stay at the Westin Dallas Forth Worth Airport throughout the event, and ditch the commute. We've got a discounted rate available for event attendees.
