Welcome

Reception

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date:

February 2, 2025

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day:

Monday

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LOCATION:

TBD

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2:00 P.M. – 4:30 P.M.

Hotel Check-In/Arrivals

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5:00 P.M. – 7:00 P.M.

Welcome Reception

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Bootcamp

AGENDA

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date:

February 3, 2025

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day:

Tuesday

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Location: 

Pacific Life Insurance Home Office

700 Newport Center Drive

Newport Beach, CA 92660

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8:30 A.M. – 9:00 A.M.

REGISTRATION

Check In With The Welcoming Committee

Receive Your Program & Name Badge

Find Your Seat

Most Importantly, Fill Up Your Coffee Cup :)

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9:00 A.M. – 9:50 A.M.

WHAT IS PREMIUM FINANCING?

Who Is It Right For (and who is it wrong for)

Six Different Loan Models for Six Different Types Of Clients

IUL For Dummies & Aspiring Know It Alls

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9:50 A.M. – 10:00 A.M.

10-Minute Break

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10:00 A.M. – 10:20 A.M.

COLLATERAL (THE ACHILLES HEAL OF PFLI)

Different Types Of Collateral (yes, even real estate)

How To Project The Amount Of Collateral Needed

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10:20 A.M. – 10:50 A.M.

WHO IS PREMIUM FINANCING RIGHT FOR (AND WRONG FOR)

How To Show A Client The True Cost Of Estate Taxes

How To Use PFLI As A Tax-Free Retirement Planning Strategy

How To Rollover IRAs Into Premium Financed Life Insurance

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10:50 A.M. – 11:30 A.M.

PANEL DISCUSSION

State Of The Union

The Good, Bad, & Ugly Of Premium Financing

How To Use PFLI The Right Way

 

11:30 P.M. – 12:30 P.M.

Lunch Onsite (Sponsored by Pacific Life)

 

12:30 P.M. – 1:20 P.M.

THE ART OF ATTRACTING CLIENTS & CENTERS OF INFLUENCE

How To Properly Talk To CPAs & Attorneys

How To Become The Most Intriguing Person In The Room

How To Stop Pitching & Start Attracting

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1:20 P.M. – 1:30 P.M.

10-MINUTE BREAK

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1:30 P.M. – 2:10 P.M.

THE PERFECT PRESENTATION

How To Put The Prospect In A Buying Emotional State 

How To Use Testimonials & Case Studies

The Biggest Communication Mistakes Advisors Make

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2:10 P.M. – 3:00 P.M.

THE LIONSMARK CLIENT ENGAGEMENT PROCESS

How To Prospect By Working Smart (Not Hard)

How To Orchestrate The Perfect Series Of Zoom Meetings

How Lionsmark Capital Works With Advisors

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3:00 P.M. – 3:50 P.M.

BECOMING THE RIGHT ADVISOR

How To Create The Right Business Relationships

How To Overcome Shame & Embarrassment

Hot To Rid Yourself Of Bitterness & Resentment

The Power Of Gratitude

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5:00 P.M. – 7:00 P.M.

Sponsor Dinners

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