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. – 11:00 A.M.

What Do Premium Financing Prospects Really Want

• What Prospects Say They Want vs. What They Respond To

• How To Develop A Strong Unique Selling Proposition

• Pretty Sure vs. Certainty

• Best Retirement Income

• Irresponsible PFLI Abusive Designs

 

11:00 A.M. – 12:00 P.M.

How To Create The Perfect Premium Financing Sales Presentation

• How To Break & Reset An Emotional State

• How To Use The Power Of Testimonials

• How To Use The Power Of Case Studies

• How To Establish Suitability

• How To Clarify The Next Step

 

12:00 P.M. – 2:00 P.M.

Lunch (On Your Own)

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2:00 P.M. – 3:00 P.M.

Crushing Premium Financing Objections

• Listen To Understand, Not To Respond

• How To Make Clients Feel Heard & Understood

• Reframing The Categorical Box

• Real Life Case Study (Dead Case Resurrected)

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3:00 P.M. – 4:00 P.M.

The Takeo Effect

• How To Apply The Samurai Code Of Honor To Business

• The Power Of Kintsugi

• Never Be Saddened By A Separation

• The Power Of Gratitude

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4:00 P.M. – 4:20 P.M.

20-Minute Break

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4:20 P.M. – 5:00 P.M.

Interview With Special Guest

• Humble Beginnings

• The Value Of Mentorship

• Family, Marriage, & Business

• The Value Of Finding The Right Partnerships

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5:00 P.M. – 7:00 P.M.                     

Cocktail Networking Reception

• Meet Our Sponsors

• Meet Our Speakers

• Network With Other Attendees

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7:00 P.M. – 9:00 P.M.                     

Fireside Chat

• Ask Darren Specific/Personal Questions

• Get Deep Insights Into Your Business

• Problem-Solve Business Issues

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DAY 2

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9:00 A.M. - 10:00 A.M.

Top 7 Mistakes Advisors Make With High Net Worth Individuals

• Beginning & Ending Client Meetings With The Wrong Salutations

• Attempting To Build Disingenuous Rapport
• Thinking You Are Being Judged On Cumulative Value Of Your Content
• Using The Wrong Closing Language
• Poorly Communicating Updates
• Poor Management Of Client Expectations
• Trying To Convince/Close/Sell

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

How To Resurrect A Dead Case

• Darren Reviews A Real Case That Almost Died On The Vine

• The Most Unique Premium Financing Solution For 2024

• How To Make A Prospect/Client Trust Your Intentions

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

15-Minute Break

 

11:15 A.M. – 12:30 P.M.                 

A Special Interview With Darren Sugiyama

• Darren's Career Prior To Lionsmark Capital

• The Inception of Lionsmark Capital: Playing The Long Game

• The Evolution Of Lionsmark Capital

• How To Partner With The Right People

• How To Balance Business, Family, & Marriage

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12:30 P.M.                  

Departures

 

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