premium financing...
...and we are the most transparent premium financing
intermediary firm in the entire life insurance industry.
Watch this video (above) that explains the 3 things
that NO OTHER premium financing firm offers.
premium financing...
the book on
This book is the NEW UPDATED 2024 Version, and addresses everything you need to know about premium financing, including:
-
Premium Financing During High Interest Rate Environments
-
How To Introduce PFLI To Your High Net Worth Clients
-
Five Different Lionsmark Loan Models
-
Responsible Leverage vs. Irresponsible Leverage
-
How PFLI Can Be A Valuable Estate Tax Planning Tool
-
When PFLI Should Be Used As A Retirement Asset Class
-
Who SHOULD & SHOULD NOT Use Premium Financing
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AVOID DOUBLE
TAXATION ON
IRA FUNDS...
When a wealthy couple's adult children inherit a $1MM+ IRA, they are going to get double taxed on these funds... first with estate taxes, and then with income taxes... which could result in over 70% in tax erosion. We have a better option.
To find out more, click the button below.
APRIL 29-30, 2024
EVENT VENUE:
2929 N. CENTRAL AVENUE
SUITE 1400
PHOENIX, AZ 85012
(THIS IS SIMPLICITY LIFE'S FACILITY)
CLOSEST HOTEL (walking distance):
EMBASSY SUITES BY HILTON
PHOENIX DOWNTOWN NORTH
10 EAST THOMAS ROAD
PHOENIX, AZ 85012-3114
In this 2-Day event, Darren Sugiyama will expose the good, bad, and ugly of premium financed life insurance, including his five different loan platforms and his proprietary backtesting software capabilities. He will also do a deep dive in how to address issues such as the impending 2026 estate tax law changes, family governance, double taxation on IRA funds, and how to offer your high net worth clients something that is mathematically indisputably more effective than all other premium financing strategies.
PREMIUM FINANCING
BOOT CAMP 1.0
e Newsletter For Advisors