Agenda

Monday, July 27, 2026

Event Agenda

8:30 AM – 9:00 AM	Registration Check in with the Welcoming Committee Receive your program and name badge Find your seat Coffee and networking
9:00 AM – 9:50 AM	What Is Premium Financing? Who is it right for — and who is it wrong for? Six different loan models for six different types of clients IUL for dummies and aspiring know-it-alls
9:50 AM – 10:00 AM	10 Minute Break
10:20 AM – 10:50 AM	Panel Discussion State of the Union The good, bad, and ugly of premium financing How to use PFLI the right way
11:30 AM – 12:30 PM	Lunch
12:30 PM – 1:20 PM	The Art of Attracting Clients & Centers of Influence How to properly talk to CPAs and attorneys How to become the most intriguing person in the room How to stop pitching and start attracting
1:20 PM – 1:30 PM	10 Minute Break
1:30 PM – 2:10 PM	The Perfect Presentation How to put the prospect in a buying emotional state How to use testimonials and 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 and embarrassment How to rid yourself of bitterness and resentment
3:50 PM – 4:00 PM	Closing Remarks & Final Intentions
4:00 PM	Key Takeaways Departure