June 9-10, 2025
Montpelier, VT
5:00 PM - 7:00 PM
WELCOME RECEPTION
National Life Group Office
1 National Life Dr
Montpelier, VT 05604
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
1017 Waterbury-Stowe Rd
Waterbury, VT 05676
802.241.1600
Lionsmark Capital, Inc Copyright 2025