WORKSHOP VERSION 2.0
(this is different than version 1.0)
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What's the difference between Version 1.0 vs. Workshop Version 2.0?
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In Boot Camp Version 1.0, Darren Sugiyama teaches the granular details of premium financing in regards to product, loan models, stress-testing - the highly technical elements.
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Workshop Version 2.0 is completely different.
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In this 2-day workshop, Darren teaches advisors how to position Premium Financed Life Insurance with high net worth clients, focusing on effective communication techniques, as well as how he built a $37 million insurance agency. You will learn how to SELL premium financed life insurance in a completely different way.
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Date
November 13-14, 2023
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Location
Salt Lake City Marriott University Park
480 Wakara Way
Salt Lake City, UT 84108
WHAT'S THE DIFFERENCE BETWEEN
1.0 & 2.0?
version 2.0 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. – 11:00 A.M.
What Do Premium Financing Prospects Really Want
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What Prospects Say They Want vs. What They Respond To
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How To Develop A Strong Unique Selling Proposition
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Pretty Sure vs. Certainty
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Best Retirement Income
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Irresponsible PFLI Abusive Designs
11:00 A.M. – 12:00 P.M.
How To Create The Perfect Premium Financing Sales Presentation
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How To Break & Reset An Emotional State
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How To Use The Power Of Testimonials
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How To Use The Power Of Case Studies
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How To Establish Suitability
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How To Clarify The Next Step
12:00 P.M. – 1:00 P.M.
The Takeo Effect
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How To Apply The Samurai Code Of Honor To Business
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The Power Of Kintsugi
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Never Be Saddened By A Separation
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The Power Of Gratitude
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1:00 P.M. – 2:30 P.M.
Lunch (On Your Own)
2:30 P.M. – 3:15 P.M.
Crushing Premium Financing Objections
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Listen To Understand, Not To Respond
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How To Make Clients Feel Heard & Understood
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Reframing The Categorical Box
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Real Life Case Study (Dead Case Resurrected)
3:15 P.M. – 3:30 P.M.
15-Minute Break
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3:30 P.M. – 4:30 P.M.
Interview: Michael Pachuta Interviews Darren Sugiyama
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The Three Most Valuable Lessons Darren Has Learned In Business
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How To Play The Long Game
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The Building, Destruction, Rebuilding, & Recalibration Of His Business Model
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The Evolution Of Lionsmark Capital
4:30 P.M. – 5:30 P.M.
How To Develop Long-Term Business Relationships
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The Right Approach & The Wrong Approach
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Proper Business Etiquette & Improper Business Etiquette
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Identifying Givers vs. Takers
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How To Properly Partner With The Right People
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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.
Top 6 Mistakes Advisors Make With High Net Worth Individuals
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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
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10:00 A.M. – 11:00 A.M.
Live Premium Financing Case Study Workshop
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Darren Builds An Attendee's Case In Real Time
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See How A PFLI Case Should Be Built From The Ground Up
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Q&A Discussion Regarding How To Present To A Real Client
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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: Learn From Top Industry Experts
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How To Identify A Niche Market
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How To Build Client Referral Relationships With Attorneys
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How To Build Client Referral Relationships With CPAs
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How To Deliver True Value & Become A Resource Partner
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12:15 P.M. – 1:30 P.M.
Lunch (on your own)
1:30 P.M. – 3:00 P.M.
Case Studies: Some Good, Some Bad, & Some Super Ugly
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How Some Cases Were Resurrected
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Why Some Cases Died On The Vine
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What The Ideal Client Journey Looks Like
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How To Set Yourself Up For Success In Premium Financing
REGISTER BELOW
To register for our upcoming Boot Camp 2.0 event, fill out your information below!