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 :)

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10:00 A.M. – 10:50 A.M.

5 Different Lionsmark Financing Platforms

• Least Client Outlay

• Least Outside Collateral

• Most Death Benefit

• Best Retirement Income

• 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

• 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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12:00 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)

• How has premium financing changed in the last few years?

• Why do carriers, producer groups, and banks partner with us?

• 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

• IRC Section 6166 

• Family Governance

• Using PFLI with Charitable Foundations & Endowment Funds

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3:20 P.M. – 3:30 P.M.

• 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

• 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

 

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

Cocktail Networking Reception