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BOOT CAMP VERSION 1.0
(this is different than workshop 2.0)

HEAR FROM
OUR PAST
boot camp
ATTENDEES

version 1.0 agenda

DAY 1

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9:30 A.M. – 10:00 A.M.

Registration Open

  • Check In With The Welcoming Committee

  • Receive Your Program & Name Badge

  • Find Your Seat

  • Most Importantly, Fill Up Your Coffee Cup :)

 

10:00 A.M. – 11:15 A.M.

5 Different Lionsmark Financing Platforms

  • Least Client Outlay

  • Least Outside Collateral

  • Most Death Benefit

  • Best Retirement Income

  • Irresponsible PFLI Abusive Designs

 

11:15 A.M. – 11:30 A.M.

Premium Financed Life Insurance (PFLI) Comparisons

  • PFLI vs. Non-Insurance Based Investments

  • PFLI vs. Non-Financed Life Insurance

 

11:30  A.M. – 12:30 P.M.
Lionmark Capital's Proprietary Backtesting Software Demo

  • Average vs. Actual Returns (yes, there is a difference)

  • Historical Index Performance

  • How IUL Charges & Crediting Actually Work

  • Analyzation of Historical Borrowing Rates

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12:30 P.M. – 2:00 P.M.

Lunch (On Your Own)

 

2:00 P.M. – 3:15 P.M.

How I Built A $37 Million Insurance Agency

  • Darren’s Crazy Journey In The Life Insurance Business

  • The Genesis Of Lionsmark Capital

  • The Takeo Effect:How To Overcome Adversity

  • How To Do Business Like a Samurai

  • The Power Of Gratitude

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3:15 P.M. – 3:30 P.M.

15-Minute Break

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3:30 P.M. – 4:30 P.M.

Case Studies

  • IRC Section 6166 

  • Family Governance

  • Using PFLI with Charitable Foundations & Endowment Funds

  • IRAs  vs.  Roth Conversions  vs.  Leveraged Legacy IRA Plan

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4:30 P.M. – 5:30 P.M.

  • Panel Discussion: How Premium Financing Has Changed

  • Meet A Few Of Our Subject Experts

  • What Premium Financing Looked Like 20 Years Ago

  • What Premium Financing Looked Like 10 Years Ago

  • What Has Changed In The Last 1-2 Years

  • The Problems That Still Exist

  • Lionsmark Capital’s Solutions

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5:30 P.M. – 7:30 P.M.                     

Cocktail Networking Reception

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DAY 2

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9:00 A.M. – 10:00 A.M.

Different Lenders & Different Loan Terms

  • How Collateral Is Determined

  • 1-Year Variable Loans vs. Multi-Year Fixed Rate Loans

  • Differences In Loan Underwriting Between Different Lenders

  • Differences In Loan Terms & Minimum Requirements

  • Foreign Currency Exchange Loans

  • Using Real Estate As Collateral

  • Zero Collateral Loan Platforms

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10:00 A.M. – 11:00 A.M.                   

High Level Sales Coaching

  • Understanding What HNW Clients Really Want

  • How To Develop Your Unique Selling Proposition (USP)

  • How To Differentiate Yourself As An Advisor

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11:00 A.M. – 11:15 A.M.                 

15-Minute Break

 

11:15 A.M. – 12:15 P.M.                 

Panel Discussion: Deficiencies In The Market

  • Meet A Few Of Our Subject Experts

  • The Industry's Standard Method Of Operation (SMO)

  • What’s Wrong With The Industry’s SMO

  • Brilliant Solutions For The Deficiencies In The Industry

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12:15 P.M. – 1:30 P.M.                   

Lunch (on your own)

 

1:30 P.M. – 3:00 P.M.                     

Marketing: A Turn-Key Client Engagement Process

  • Establishing Advisor/Lionsmark Roles & Commission Splits

  • How To Use Our Marketing Email Templates

  • How To Use Our Appointment Booking Scripts

  • Architecture Of The First Client/Lionsmark Zoom Call

  • Custom Client Proposal Videos

  • How To Close & Drive The Next Step

  • The Policy Renewal & Loan Renewal Process

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