Anacacho Foyer

- Check in with The Welcoming Committee

- Receive Your Program & Name Badge

- Find Your Seat

- Most Importantly, Fill Up Your Coffee Cup

Anacacho Ballroom

- How has Premium Financing Changed in the Last 6 Months vs. the Last 6 Years?

- The Evils of Free Life Insurance

- Pitfalls and Lawsuits to Avoid

- The "Kyle Busch Lawsuit" Against Pacific Life - What's True & What's Nonsense

- What Darren Learned As An Expert Witness In A Competitor's 7-Figure Premium Financing Lawsuit

Anacacho Ballroom

- Case Study #1: Maximum Leverage For Estate Tax Planning (exiting loan ASAP)

- Case Study #2: Hybrid Model For Estate Tax Planning (reduces collateral)

- Case Study #3: Creating A Zero Net Cost For The Client (safely and responsibly)

- Case Study #4: Repositioning IRA Funds (in a more tax-efficient way)

- Case Study #5: Rothish Retirement Plan (a better solution than Kaizen)

15-Minute Break and Transition to Breakout Sessions

Draper Room

National Life Group (carrier)

*Target Premiums & Commissions

*High Early Cash Value Riders

Peraux Ballroom

LifeRoc (life settlement company)

*When Does It Make Sense For A Client To Sell Their Policy?

*What Makes LifeRoc's Platform Unique?

30-Minute Break & Transition into Lunch

Draper Room & Peraux Ballroom

Anacacho Ballroom

- Get A Rothish Proposal & Carrier Illustration In Less Than 2 Minutes (not 2 days)

- Comparison Report: Rothish vs. The Market

- Training On How To To Present The Proposal To A Client

15-Minute Break & Transition to Breakout Sessions

Draper Room

- TBD

Peraux Ballroom

- TBD

30-Minute Networking Break with Fellow Attendees & Symposium Sponsors

Anacacho Ballroom

- Best Practices From Advisors Who Have Closed Cases With Lionsmark

- What Clients Really Want (versus what you think they want)

- How To Build More Credibility With Clients

- How To Position Darren & Lionsmark When Introducing Your Clients

- What Inspired Darren To Write This Book "GRIEF BRAIN"

- How To Deliver A Life Insurance Policy Death Benefit Check (and how to talk to the bereaved)

- Life After Love Foundation - Helping Other Bereaved Parents

- How To Honor The Memory Of A Departed Loved One

St. A Sky Terrace/BU Peacock Alley

Sponsor Lead Dine-Arounds at Local Restaurants