PREMIUM FINANCING SYMPOSIUM

WELCOME RECEPTION

date:

june 24, 2024

day:

Monday

LOCATION:

Villa Dei Sogni

11192 Meads AVENUE

Orange, CA 92869

4:00 P.M. – 6:00 P.M.

Cocktails & Appetizers

IUL For Dummies New Book Launch

Book Signing

SYMPOSIUM AGENDA

date:

june 25, 2024

day:

Tuesday

Location:

Pacific Life's Corporate HQ

700 Newport Center Drive

Newport Beach, CA 92660

8:30 A.M. – 9:00 A.M.

REGISTRATION

Check In With The Welcoming Committee

Receive Your Program & Name Badge

Most Importantly, Fill Up Your Coffee Cup :)

9:00 A.M. – 9:50 A.M.

WHAT IS PREMIUM FINANCING?

Who Is It Right For (and who is it wrong for)

Six Different Loan Models for Six Different Types Of Clients

IUL For Dummies & Aspiring Know It Alls

9:50 A.M. – 10:00 A.M.

10-Minute Break

10:00 A.M. – 10:20 A.M.

COLLATERAL (THE ACHILLES HEAL OF PFLI)

Different Types Of Collateral (yes, even real estate)

How To Project The Amount Of Collateral Needed

10:20 A.M. – 10:50 A.M.

WHO IS PREMIUM FINANCING RIGHT FOR (AND WRONG FOR)

How To Show A Client The True Cost Of Estate Taxes

How To Use PFLI As A Tax-Free Retirement Planning Strategy

How To Rollover IRAs Into Premium Financed Life Insurance

10:50 A.M. – 11:00 A.M.

10-MINUTE BREAK

11:00 A.M. – 11:50 A.M.

PANEL DISCUSSION

State Of The Union

The Good, Bad, & Ugly Of Premium Financing

How To Use PFLI The Right Way

12:00 P.M. – 1:00 P.M.

Lunch Onsite (Sponsored by Pacific Life)

1:00 P.M. – 1:50 P.M.

THE ART OF ATTRACTING CLIENTS & CENTERS OF INFLUENCE

How To Properly Talk To CPAs & Attorneys

How To Become The Most Intriguing Person In The Room

How To Stop Pitching & Start Attracting

1:50 P.M. – 2:00 P.M.

10-MINUTE BREAK

2:00 P.M. – 2:50 P.M.

THE PERFECT PRESENTATION

How To Put The Prospect In A Buying Emotional State

How To Use Testimonials & Case Studies

The Biggest Communication Mistakes Advisors Make

2:50 P.M. – 3:00 P.M.

10-MINUTE BREAK

3:00 P.M. – 3:50 P.M.

THE LIONSMARK CLIENT ENGAGEMENT PROCESS

How To Prospect By Working Smart (Not Hard)

How To Orchestrate The Perfect Series Of Zoom Meetings

How Lionsmark Capital Works With Advisors

3:50 P.M. – 4:30 P.M.

BECOMING THE RIGHT ADVISOR

How To Create The Right Business Relationships

How To Overcome Shame & Embarrassment

Hot To Rid Yourself Of Bitterness & Resentment

The Power Of Gratitude

REGISTER BELOW

Premium Financing Symposium Registration
COST:
$O for the first 50 Attendees to register
(sponsored by our generous & affiliate partners)

I am registering for...

Newport Beach - June 24-25 (2024)

First name

Last name

Name of Your Firm

Mobile Phone (that can receive texts)

What CITY are you located in?

What STATE are you located in?

What Producer Group / IMO / BGA you are associated with?

I am interested in attending Boot Camp to learn... (check all that apply)

What PFLI Clients ACTUALLY Want

How To Introduce PFLI To Clients

How To Handle Objections

How To Answer Questions About Interest Rates

Learning Darren's Step-By-Step Sales/Marketing Process

How many premium financing cases have you "WORKED ON" within the last 3 years?

How many premium financing cases have you "CLOSED" within the last 3 years?

Who referred you to Lionsmark?

Anything you'd like to share with us?

By entering an event or program of Lionsmark Capital, you are entering an area where photography, audio and video recording may occur.

Your entry and presence on the event premises constitutes your consent to be photographed, filmed, and/or otherwise recorded and to the release, publication, exhibition, or reproduction of any and all recorded media of your appearance, voice, and name for any purpose whatsoever in perpetuity in connection with Lionsmark Capital, and its initiatives, including, by way of example only, use on websites, in social media, news and advertising.

By entering the event premises, you waive and release any claims you may have related to the use of recorded media of you at the event, including, without limitation, any right to inspect or approve the photo, video or audio recording of you, any claims for invasion of privacy, violation of the right of publicity, defamation, and copyright infringement or for any fees for use of such record media.

You understand that all photography, filming and/or recording will be done in reliance on this consent. If you do not agree to the foregoing, please do not enter the event premises

I agree and understand

Anchor 1

NEWPORT BEACH

hotel options

click links below to book YOUR room:

PREMIUM FINANCING SYMPOSIUM

REGISTER BELOW

Premium Financing Symposium Registration COST: $O for the first 50 Attendees to register (sponsored by our generous & affiliate partners)

Premium Financing Symposium Registration
COST:
$O for the first 50 Attendees to register
(sponsored by our generous & affiliate partners)