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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

  • 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. – 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

​

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

​

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

​

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

DAY 2

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9:00 A.M. – 9:50 A.M.

Lenders & Collateral

  • Different Lenders & Loan Terms

  • Mistakes Advisors Make In Calculating Collateral

  • Pretty Sure vs. Certain

  • What Makes Lionsmark Unique
  • The Difference Between Boot Camp 1.0 & 2.0

​

9:50 A.M. – 10:40 A.M.                   

IRA Rollovers Into Premium Financed Life Insurance

  • What should wealthy individuals do with their IRA funds?

  • Wealthy clients will get double-taxed on IRA funds (income tax +  estate tax)... and we have a better option for them!

  • How to buy premium financed life insurance with pre-tax dollars

  • 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

  • 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

 

11:40 A.M. – 12:00 P.M.                 

The Wrap Up

  • Q&A

  • Closing Comments

 

12:00 P.M.     

Departures

Anchor 1

REGISTER BELOW...

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