WHAT MAKES LIONSMARK DIFFERENT?
Our proprietary Premium Financing software educates clients and advisors how certain crediting methods, charges, floors, caps and multipliers can affect financial outcomes. We even produce a 26-minute custom video explaining every proposal (you can even forward the video to your clients to help them better understand how premium financing works.
Watch this 2-minute video to learn how we backtest and stress-test our premium financing platforms.
WE WROTE THE BOOK
ON PREMIUM FINANCING...
In this book - Premium Financed Life Insurance: The Key To Effective Estate Tax Planning - Darren Sugiyama addresses everything you wanted to know about premium financing, including how the 0.00% floor in an IUL is created, how participating loans work, the dangers of negative arbitrage, and most importantly, who should and SHOULD NOT use premium financing as part of their overall financial portfolio.
With the changes of AG-49A, 7702 guidelines, and the ever-changing tax code, this book addresses how these changes have impacted not only premium financing, but the life industry as a whole.
To purchase the paperback version on Amazon, you can CLICK HERE!
...or to download a FREE copy of the eBook version, CLICK HERE!
FULL PROGRAM OVERVIEW:
We've been flooded with requests to talk directly to our Founder & CEO Darren Sugiyama to learn about Lionsmark Capital, but due to his calendar being booked out several weeks in advance, we have created a full overview of our platform in an on-demand video you can access - a recording of a live overview by Darren himself.
CLICK HERE to watch this on-demand webinar video right now!
Premium financing should never be a one-size-fits-all strategy. Every client is different, hence every premium financing platform should be custom build for each client.
At Lionsmark Capital, we have several different financing platforms.
CLICK HERE to learn more about our different methods of premium financing.
Case studies are great because they give you an idea of how much premium, collateral, and budget it would take to achieve a desired client outcome.
We have a library of several different case studies... some are death benefit-focused AND retirement income-focused... and we even have samples based on different client ages.
CLICK HERE to access our library of case studies.
LIFE INSURANCE AS A RETIREMENT PLAN?:
We have trademarked the term Leveraged Index Arbitrage, which is our version of an accumulation-based premium financing arrangement intended to generate tax-free retirement income - using leverage. We have created a collection of short videos that explain the tax benefits, risk-mitigation of the 0% floor, responsible leverage, and a myriad of other benefits... but in a client-friendly, easy-to-understand manner. CLICK HERE access these videos.