doing business with us
To watch the full testimonial of each person interviewed, click on the videos below...
JIM CHAPEL
President - FMC Financial
TODD PETIT
Assistant Vice-President - Allianz Life
RICHARD MYERSON, CPA, CLU, ChFC
Framework Insurance & Financial Solutions
SHANNON ELLOITTE, JD, LL.M
Tax Attorney - Colony Family Office
BARRY BOSCOE
President - Brighton Advisory Group
BOB LARSEN
President, Rushmore Private Client Group
ANTON ANDERSON
Managing Partner - Elite Resource Team
FORREST MORROW, III
Founder - Evidence Based Investing, LLC
SIMON "STUFFY" SINGER
Center for Tax Strategies & Resources
ANTHONY STANEK
VP of Sales - Lincoln Financial Group
IAN WELHAM, CPA
HaydenRock
MIKE RODMAN
CEO - Best Practices Of America
VICTOR PAZ
Senior VP - LWT General Agency
TED GRIFFIN
President - Griffin Financial Group
KEN SMITH
Managing Partner - Elite Assurance Team
RAY TOM
Premier Financial Alliance
MICHAEL ROSSI
President - Advisors Equity Group
JENA WILSON
Director of Biz Dev - HaydenRock
JEFFREY P. REID
CEO - LifeRisk Architects
LINA LOH, MBA, EA, NPTI Fellow
President - Lina's Tax Team
DAVE DOERR
CEO - Doerr Consulting Group
GURDAYAL SINGH
Corporate & Family CFO
BOB COLEMAN
Virtual Family Office
ERIC FREUNDT
VP - The Producers Group
LES GOLDSTEIN
Founder - PFS Wealth Management
Carrier, IMO, & BGA Relationships
Lionsmark Capital has great relationships with just about every carrier in the industry including (but not limited to) Allianz, Columbus Life, Global Atlantic, John Hancock, Lincoln, Mass Mutual, Nationwide, National Life Group, New York Life, Pacific Life, Penn Mutual, Securian, Symetra, and Zurich.
In fact, we are one out of only 8 premium financing intermediaries in the country approved by National Life Group (see below).
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Lionsmark Capital has been recognized and endorsed by some of the top organizations in the life insurance industry. Our managing partners have been honored as subject experts and guest speakers at several National Symposiums for both carriers and top producer groups. Below are a few events wherein we have been featured subject expert speakers on premium financing.
