Premium Financing Bootcamp

Wednesday, May 21st, 2025

Lake Forest, IL

Bootcamp Agenda

Tuesday, May 20, 2025

ARRIVALS

Wednesday, May 21, 2025

Life Direct

150 North Field Drive, Suite 190,

Lake Forest, IL 60045

8:30 AM - 9:00 AM

REGISTRATION

Check In With The Welcoming Committee

Receive Your Program & Name Badge

Find Your Seat

Most Importantly, Fill Up Your Coffee Cup :)

9:00 AM - 9:50 AM

WHAT IS PREMIUM FINANCING?

Several Different Loan Models for Different Types Of Clients

IUL For Aspiring Know It Alls

9:50 AM - 10:00 AM

Break

10:00 AM - 10:20 AM

COLLATERAL (THE ACHILLES HEAL OF PFLI)

Different Types Of Collateral (yes, even real estate)

How To Project The Amount Of Collateral Needed

10:20 AM - 10:50 AM

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 AM - 11:30 AM

PANEL DISCUSSION

State Of The Union

The Good, Bad, & Ugly Of Premium Financing

How To Use PFLI The Right Way

11:30 AM - 12:30 PM

Lunch Onsite

12:30 PM - 1:20 PM

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

1:20 PM - 1:30 PM

Break


1:30 PM - 2:10 PM

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

2:10 PM - 3:00 PM

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


3:00 PM - 3:50 PM

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​

COST:

*EVENT TICKET PAID BY OUR SPONSORS

*HOTEL & AIRFARE AT ATTENDEE'S EXPENSE

(SEE BELOW FOR HOTEL OPTIONS) ​

Hotel Recommendations

The Forester A Hyatt Place Hotel

200 N Field Dr

Lake Forest, IL 60045

Residence Inn Chicago Lake Forest/Mettawa

26325 N Riverwoods Blvd

Mettawa, IL 60045

Hilton Garden Inn Lake Forest Mettawa

26225 N Riverwoods Blvd

Mettawa, IL 60045

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