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

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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​