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OUR PROCESS

At Lionsmark Capital, we have a clearly delineated process every step of the way, including:

*The initial marketing message to a client/prospect
*What to send the prospect before the initial meeting with the client/you/us
*How to set up the initial Zoom meeting with the client
*What the first Zoom meeting should look/feel like
*What the client should experience on the 2nd Zoom meeting
*How to dictate the next step (successfully complete the sale)
*How to take the client through the underwriting process (carrier & bank)
*How to deliver the policy
*What the client should experience in the annual renewal process


In this 1-hour 26-minute recorded webinar, Darren Sugiyama will this process, the roles we take on, and the split arrangements.
 

PROSPECTING EMAIL TEMPLATES as discussed in this webinar:

 

DEATH BENEFIT & ESTATE TAX PLANNING

I just watched a 4-minute video about estate taxes. It was very similar to your specific situation, and I thought you should take a look. It showed three different estate planning scenarios, one of which produced a 66.91% better outcome than a conventional investment. I’ll give you a call tomorrow to discuss. To watch the 4-minute video, here’s the link:

https://www.lionsmarkcapital.com/estate-tax-video

RETIREMENT INCOME PLANNING

I just watched a 4-minute video about retirement planning. It was very similar to your specific situation, and I thought you should take a look. It showed two different scenarios, one of which produced 38% more retirement income than doing what most people do. It’s a platform typically reserved for people with a $25 million net worth and up, but I have a relationship that might let you into this platform. I’ll give you a call tomorrow to discuss. To watch the 4-minute video, here's the link:

https://www.lionsmarkcapital.com/retirement-video

AVOIDING IRA DOUBLE TAXATION

I just watched a 4-minute video about how your kids will get double taxed when they inherit your IRA (assuming you don’t use your IRA funds yourself), and I thought you should take a look. It showed two different scenarios, one of which produced a tax savings of over 70%. It’s a platform typically reserved for people with a $25 million net worth and up, but I have a relationship that might let you into this platform. I’ll give you a call tomorrow to discuss. To watch the 4-minute video, here's the link:

https://www.lionsmarkcapital.com/legacy-ira-4minute-video

FUNDRAISING FOR CHARITABLE FOUNDATIONS

I just watched a 2-minute video about a creative way for 501(c)3s to raise funds for charities. Ultimately, this fundraising platform generates 5X what a traditional fundraising platform produces. It allows donors to leave a long-lasting family legacy behind. I’ll give you a call tomorrow to discuss. To watch the 2-minute video, here’s the link:

https://www.lionsmarkcapital.com/charitable-donors-short-video

 

 

PHONE SCRIPT AFTER YOU SEND THE PROSPECTING EMAIL:

“Hey, I’m on the run right now, but I wanted to call you before my next meeting… Did you get a chance to watch the 4-minute video I emailed you yesterday?”

 

“Yeah, that leverage piece is what makes it so unique.  Anyway, the guy speaking in the video is actually a partner of mine now.  Umm, I’m going to circulate an email introducing you guys, and maybe his proprietary platform can help you out.”

 

“Okay, gotta run, but I’ll circulate that email to you guys right now, and we’ll figure out a time to connect via Zoom.”

 

 

EMAIL TEMPLATE TO SCHEDULE A ZOOM WITH CLIENT & DARREN:

(copy/paste/send the message below to support@lionsmarkcapital.com and CC your client + Darren)

My client watched Darren’s 4-minute video about <fill in>, and they’re interested in learning more.  Could you forward over a few dates/times that Darren might be available for a Zoom chat with me and my client?

 

 

ONCE A DATE/TIME IS SCHEDULED FOR THE ZOOM WITH CLIENT & DARREN:

(copy/paste/send the message below to your client and CC your Darren):

We are confirmed for a Zoom call with Darren on:

 

Day:

Date:

Time:

 

If you want to check out one of Darren’s books on premium financed life insurance, here’s the Amazon link:

https://www.amazon.com/Premium-Financed-Life-Insurance-Effective/dp/0989261964

 

Or you can download the eBook version for FREE at this link:

https://www.lionsmarkcapital.com/freebookdownload

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