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PREMIUM FINANCING
BIZ DEV BOOT CAMP

(LIMITED TO ONLY 20 TOTAL ATTENDEES)
($259 registration fee)

WELCOME RECEPTION

date:

AUGUST 19, 2024

day:

Monday

LOCATION:

DALLAS HILTON / PARK CITIES

5954 LUTHER LANE

DALLAS, TX 75225

5:00 P.M. – 7:00 P.M.

Cocktails & Appetizers

IUL For Dummies New Book Launch & Book Signing

Receive A Free Copy Autographed By Darren Sugiyama

BIZ DEV BOOT CAMP AGENDA

date:

AUGUST 20, 2024

day:

Tuesday

Location:

5949 Sherry Lane, Suite 1100
Dallas, TX 75225

8:30 A.M. – 9:00 A.M.

REGISTRATION

Check In With The Welcoming Committee

Receive Your Program & Name Badge

Most Importantly, Fill Up Your Coffee Cup :)

9:00 A.M. – 10:00 A.M.

IDENTIFYING THE IDEAL PREMIUM FINANCING CLIENT

Net Worth Requirements

Carrier Requirements

Lender Requirements

Categories of Ideal PFLI Clients

Family Governance

Cost of Liquidity for Estate Taxes

IRA Bailouts

10:00 A.M. – 10:50 A.M.

DEVELOPING A PREMIUM FINANCING BRAND

Your Online Presence & Social Media

How To Use Videos In Your Marketing Process

How To Describe What You Do In A Social Setting

How To Upgrade The Quality Of Your Zoom Calls

How To Explain Premium Financing To Your Prospects

Developing Your USP

10:50 A.M. – 11:00 A.M.

10-MINUTE BREAK

11:00 A.M. – 11:50 A.M.

THE CHECKMATE PROCESS

How To Reset The Client's Emotional State

How To Ask The Right Questions

How To Properly Use Testimonials

How To Properly Use Case Studies

How To Establish Undeniable Suitability

How To Clarify & Drive The Next Step

 

12:00 P.M. – 1:00 P.M.

Lunch On Your Own

 

1:00 P.M. – 1:50 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

1:50 P.M. – 2:00 P.M.

10-MINUTE BREAK

2:00 P.M. – 2:50 P.M.

MARKET LIKE A PRO

How To Create The Right Website

How To Build A Video Library

How To Establish Your SMO

How To Use The Right Linguistics

 

2:50 P.M. – 3:00 P.M.

10-MINUTE BREAK

3:00 P.M. – 3:50 P.M.

CASE STUDIES

How I Saved A $20MM Case That Was About To Implode

How I Handled A 5X Higher Loan Renewal Rate With A Client

3:50 P.M. – 4:30 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

REGISTER BELOW

Anchor 1
Premium Financing Biz Dev Boot Camp Registration
I am registering for...
I understand that I will be charged $259 for this event, and I will receive a 1-Hour CE Credit Certificate for attending AND an autographed copy of Darren Sugiyama's book "IUL For Dummies & Aspiring Know-It-Alls."

By entering an event or program of Lionsmark Capital, you are entering an area where photography, audio and video recording may occur.

Your entry and presence on the event premises constitutes your consent to be photographed, filmed, and/or otherwise recorded and to the release, publication, exhibition, or reproduction of any and all recorded media of your appearance, voice, and name for any purpose whatsoever in perpetuity in connection with Lionsmark Capital, and its initiatives, including, by way of example only, use on websites, in social media, news and advertising.

By entering the event premises, you waive and release any claims you may have related to the use of recorded media of you at the event, including, without limitation, any right to inspect or approve the photo, video or audio recording of you, any claims for invasion of privacy, violation of the right of publicity, defamation, and copyright infringement or for any fees for use of such record media.

You understand that all photography, filming and/or recording will be done in reliance on this consent. If you do not agree to the foregoing, please do not enter the event premises
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