Tuesday, August 12, 2025
10:00am-2:00pm PT
Live on Zoom
Join my Exclusive Virtual Bootcamp on premium financing, delivered live via Zoom, where I break down our 7 PFLI loan models—from managing collateral risks to applying strategies for estate tax and tax-free retirement planning.
In this direct session, you will learn who benefits from PFLI, how to introduce the concept to clients and referral networks (CPAs, attorneys, RIAs, etc.), and get real-time answers as I share the exact process I use with financial professionals to drive client success.
I will also be talking about how to “sell” the concept… in other words, how to introduce the concept to your clients, as well as circles of influence (e.g., CPAs, attorneys, RIAs, etc).
Last but not least, I’ll be discussing the “process” of how I work with life insurance agents and financial advisors when it comes to jointly working with the clients.
*This event is limited to 100 attendees*
Learn what makes Lionsmark the most transparent firm in the business
Learn how we mitigate risk in our 7 loan models
Discover what types of collateral our 19 banks will accept
Learn how we use our proprietary backtesting software
Learn how to use premium financing for estate planning
Learn how to use premium financing for retirement planning
Learn why certain IUL products are better than others
Lionsmark Capital, Inc Copyright 2025