Lionsmark Capital Virtual Bootcamp Part I

Tuesday, August 12, 2025

10:00am-2:00pm PT

Live on Zoom

About the Event

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.

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*This event is limited to 100 attendees*

Event Overview

  • 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

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