Annual Premium Financing Symposium

Monday, May 18 - Tuesday, May 19, 2026

The Saint Anthony

300 E Travis St

San Antonio, TX 78205

Symposium Agenda

Monday, May 18, 2026

8:00AM - 9:00AM | Registration Open

Anacacho Foyer

- Check in with The Welcoming Committee

- Receive Your Program & Name Badge

- Find Your Seat

- Most Importantly, Fill Up Your Coffee Cup

9:00AM - 9:30AM | Opening Session - What's Wrong With Premium Financing?

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

9:30AM - 10:30AM | Case Study Analysis

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)

10:30AM - 10:45AM | Break

15-Minute Break and Transition to Breakout Sessions

10:45AM - 11:30AM | 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?

11:30AM - 12:00PM | Break

30-Minute Break & Transition into Lunch

12:00PM - 1:00PM | Lunch

Draper Room & Peraux Ballroom

1:00PM - 2:00PM | Lionsmark Capital's New Proposal Tech Platform

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

2:00PM - 2:15PM | Break

15-Minute Break & Transition to Breakout Sessions

2:15PM - 3:00PM | Breakout Sessions

Draper Room

- TBD

Peraux Ballroom

- TBD

3:00PM - 3:30PM | Sponsor Networking

30-Minute Networking Break with Fellow Attendees & Symposium Sponsors

3:30PM - 4:00PM | Panel Discussion With Agents

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

4:00pm - 5:00pm | Grief Brain

- 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

5:00PM - 6:30PM | Cocktail Reception

St. A Sky Terrace/BU Peacock Alley

7:00PM - 9:00PM | Dine-Arounds

Sponsor Lead Dine-Arounds at Local Restaurants

Tuesday, May 19, 2026

8:00AM - 9:00AM | Breakfast

Draper Room

9:00AM - 9:30AM | Day 2 Opening Session - Recap & Insights

Anacacho Ballroom

- Recap, Insights & Takeaways from Day 1

9:30AM - 10:30AM | Mini Checkmate

Anacacho Ballroom

The Lionsmark Process: How We Work With Advisors & Clients

- Establishing Roles & Commission Splits

- Content to Send Clients

- Zoom Calls

- Custom Client Videos

- Underwriting: Carriers & Lenders

- Loan Renewal Process

- Our New Rothish.com Website

- Requesting a Formal Proposal

Biggest Mistakes in Communicating with Wealthy Clients

- Chasing vs Attracting

- Convincing vs Clarifying

- Building Fake Rapport vs Talking to Their Soul

10:30AM - 10:45AM | Break

15-Minute Break and Transition to Breakout Sessions

10:45AM - 11:30AM | Breakout Sessions

Draper Room

TBA (carrier)

- 1035 Opportunities

- Survivorship Policies vs. Individual Policies

Peraux Ballroom

TBD (lender)

- What Does The Ideal Premium Financing Client Look Like?

- Lender Underwriting Requirements

11:30AM - 12:00PM | Sessions Wrap-Up

Anacacho Ballroom

- Debrief Breakout Sessions

12:00PM - 1:00PM | Darren's Journey

Anacacho Ballroom

Darren's Journey in the Life Insurance Business

- The Genesis of Lionsmark Capital

- Doing Business Using Samurai Warrior Principles

- The Takeo Effect: How to Overcome Adversity

- The Power of Gratitude

- How The Death Of Darren's 14-Year Old Son Changed His Mission

Register Now

Seats are limited - reserve yours today!

*To receive texts from Lionsmark Capital regarding this event. You can OPT OUT at any time.
$459
$349

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