BOOT CAMP VERSION 1.0
(this is different than workshop 2.0)
What is
boot camp version 1.0?
NEXT EVENT:
APRIL 29-30, 2024
2929 N. CENTRAL AVE
SUITE 1400
PHOENIX, AZ 85012
(THIS IS SIMPLICITY LIFE'S FACILITY)
version 1.0 agenda
DAY 1
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9:30 A.M. – 10:00 A.M.
Registration Open
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Check In With The Welcoming Committee
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Receive Your Program & Name Badge
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Find Your Seat
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Most Importantly, Fill Up Your Coffee Cup :)
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10:00 A.M. – 10:50 A.M.
5 Different Lionsmark Financing Platforms
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Least Client Outlay
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Least Outside Collateral
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Most Death Benefit
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Best Retirement Income
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Irresponsible PFLI Abusive Designs
10:50 A.M. – 11:00 A.M.
10-Minute Break
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11:00 A.M. – 11:50 A.M.
Lionmark Capital's Proprietary Backtesting Software Demo
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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
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12:00 P.M. – 1:30 P.M.
Lunch (On Your Own)
1:30 P.M. – 2:20 P.M.
Panel Discussion: State Of The Union (Carriers, Lenders, & Strategies)
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How has premium financing changed in the last few years?
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Why do carriers, producer groups, and banks partner with us?
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Who is the right type of client for premium financing?
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2:20 P.M. – 2:30 P.M.
10-Minute Break
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2:30 P.M. – 3:20 P.M.
Case Studies
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IRC Section 6166
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Family Governance
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Using PFLI with Charitable Foundations & Endowment Funds
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3:20 P.M. – 3:30 P.M.
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A Word From Our Partners
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3:30 P.M. – 4:45 P.M.
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
5:30 P.M. – 7:30 P.M.
Cocktail Networking Reception
DAY 2
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9:00 A.M. – 9:50 A.M.
Lenders & Collateral
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Different Lenders & Loan Terms
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Mistakes Advisors Make In Calculating Collateral
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Pretty Sure vs. Certain
- What Makes Lionsmark Unique
- The Difference Between Boot Camp 1.0 & 2.0
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9:50 A.M. – 10:40 A.M.
IRA Rollovers Into Premium Financed Life Insurance
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What should wealthy individuals do with their IRA funds?
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Wealthy clients will get double-taxed on IRA funds (income tax + estate tax)... and we have a better option for them!
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How to buy premium financed life insurance with pre-tax dollars
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Traditional IRAs vs. Roth Conversions vs. Leveraged Legacy IRA
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10:40 A.M. – 10:50 A.M.
10-Minute Break
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10:50 A.M. – 11:40 A.M.
Our Process: How We Work With Advisors & Clients
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Establishing Advisor/Lionsmark Roles & Commission Splits
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How To Use Our Marketing Email Templates
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How To Use Our Appointment Booking Scripts
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Architecture Of The First Client/Lionsmark Zoom Call
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Custom Client Proposal Videos
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How To Close & Drive The Next Step
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The Policy Renewal & Loan Renewal Process
11:40 A.M. – 12:00 P.M.
The Wrap Up
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Q&A
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Closing Comments
12:00 P.M.
Departures