Annual Premium Financing Symposium
Monday, May 18 - Tuesday, May 19, 2026
San Antonio, TX
Unlock the Future of Wealth Strategies
Join Darren Sugiyama and Lionsmark Capital for a dynamic two-day symposium that will challenge the way you think about premium financing—and how you present it to clients. This high-impact event is designed for you to discover how high-net-worth clients, financial advisors, and insurance professionals are reshaping the landscape of wealth preservation and retirement planning.
At this exclusive symposium, you'll get an insider look at five powerful Lionsmark financing platforms, explore cutting-edge tax strategies, and gain access to tools like our proprietary backtesting software. From navigating collateral complexities to unlocking the potential of IRA rollovers, this event is packed with insights you won’t get anywhere else.
Maximize Benefits
With minimum outlay.
Understand Real World IUL Performance
Not just projections.
Learn How to Responsibly Structure PFLI
For long-term success.
Hear Directly From Darren Sugiyama
On how he built a $37M agency from the ground up.
Networking Opportunities
With elite advisors, lenders, and resource partners.
View the symposium agenda
Who Should Attend
Financial Advisors & Wealth Managers looking to offer sophisticated estate and retirement planning solutions that minimize tax exposure and maximize client outcomes.
Life Insurance Agents & Agencies interested in structuring high-value life insurance using premium financing platforms with minimal client outlay and collateral.
CPAs & Estate Planning Attorneys seeking to collaborate with Lionsmark and their advisor network to deliver integrated solutions to high-net-worth clients.
Registered Investment Advisors (RIAs) wanting to diversify wealth preservation strategies beyond traditional portfolios—especially for clients with large IRA balances.
Family Office Representatives & Private Client Specialists focused on multigenerational planning, charitable giving, and wealth transfer through tax-advantaged insurance structures.
Agency Owners & Managing Partners curious about building a scalable, compliant, and high-revenue premium financing practice with expert support and proprietary tools.
What to Expect:
Mastering the Art of Explaining Premium Financed Life Insurance: Learn how to clearly and confidently articulate the mechanics and benefits of premium financing—without industry jargon or confusion.
Implementing Samurai Warrior Principles Into Your Business: Discover how ancient philosophies on discipline, focus, and strategy can transform your professional mindset and sharpen your competitive edge.
Understanding What Clients Actually Want: Gain powerful insights into the motivations, fears, and decision-making processes of affluent clients so you can better align your recommendations with their goals.
Resource Partners
Featured speaker
Darren Sugiyama
Lionsmark Capital
Darren Sugiyama – Founder & CEO of Lionsmark Capital – is a 13-time author whose books are currently being distributed in Australia, Brasil, Canada, Croatia, Czechoslovakia, Denmark, India, Italy, Japan, New Zealand, Norway, Singapore, Sweden, the United Kingdom, and the United States Of America. His books include Premium Financed Life Insurance – The Key To Effective Estate Tax Planning and IUL For Aspiring Know-It-Alls.
Darren consults with investment advisory firms, family offices, estate tax attorneys, CPAs, and life insurance agents, designing custom premium financed life insurance arrangements for their high net worth clients.
