Annual Premium Financing Symposium

Monday, October 20 - Tuesday, October 21, 2025

The Highland Dallas, Curio Collection by Hilton

5300 E Mockingbird Ln

Dallas, TX 75206

Unlock the Future of Wealth Strategies

Join Darren Sugiyama and Lionsmark Capital for a dynamic two-day symposium that will challenge the way you think about premium financing—and how you present it to clients. This high-impact event is designed for you to discover how high-net-worth clients, financial advisors, and insurance professionals are reshaping the landscape of wealth preservation and retirement planning.

At this exclusive symposium, you'll get an insider look at five powerful Lionsmark financing platforms, explore cutting-edge tax strategies, and gain access to tools like our proprietary backtesting software. From navigating collateral complexities to unlocking the potential of IRA rollovers, this event is packed with insights you won’t get anywhere else.

Maximize Benefits

With minimum outlay.

Understand Real World IUL Performance

Not just projections.

Learn How to Responsibly Structure PFLI

For long-term success.

Hear Directly From Darren Sugiyama

On how he built a $37M agency from the ground up.

Networking Opportunities

With elite advisors, lenders, and resource partners.

View the symposium agenda

Who Should Attend

  • Financial Advisors & Wealth Managers looking to offer sophisticated estate and retirement planning solutions that minimize tax exposure and maximize client outcomes.

  • Life Insurance Agents & Agencies interested in structuring high-value life insurance using premium financing platforms with minimal client outlay and collateral.

  • CPAs & Estate Planning Attorneys seeking to collaborate with Lionsmark and their advisor network to deliver integrated solutions to high-net-worth clients.

  • Registered Investment Advisors (RIAs) wanting to diversify wealth preservation strategies beyond traditional portfolios—especially for clients with large IRA balances.

  • Family Office Representatives & Private Client Specialists focused on multigenerational planning, charitable giving, and wealth transfer through tax-advantaged insurance structures.

  • Agency Owners & Managing Partners curious about building a scalable, compliant, and high-revenue premium financing practice with expert support and proprietary tools.

What to Expect:

  • Mastering the Art of Explaining Premium Financed Life Insurance: Learn how to clearly and confidently articulate the mechanics and benefits of premium financing—without industry jargon or confusion.

  • Implementing Samurai Warrior Principles Into Your Business: Discover how ancient philosophies on discipline, focus, and strategy can transform your professional mindset and sharpen your competitive edge.

  • Understanding What Clients Actually Want: Gain powerful insights into the motivations, fears, and decision-making processes of affluent clients so you can better align your recommendations with their goals.

Event Details

Location

The Highland Dallas, Curio Collection by Hilton

5300 E Mockingbird Ln

Dallas, TX 75206

Attendees

This event will be capped at 120 attendees.

Cost

The cost of this event is generously covered by our Resource Partners.

Hotel Recommendations

Canopy by Hilton Dallas Uptown

2950 Cityplace West Blvd

Dallas, TX 75204

Marriott Dallas Uptown

3033 Fairmount St

Dallas, TX 75201

Resource Partners

Featured Speakers

Darren Sugiyama

Lionsmark Capital

Prior to Lionsmark, Darren founded DaVinci Financial & Insurance Associates, a multi-office life insurance firm responsible for over 25% of Pacific Life’s policy count in Orange County, California in 2017, and 39% of Penn Mutual's life insurance policy sales in the same county in 2019.

Prior to DaVinci, Darren founded Apex Outsourcing Insurance Services which became the #1 brokerage firm in the country with Kaiser Permanente, #1 in the country with Health Net, #2 in the state of California with Aetna, and #1 in Orange County, California with Blue Shield, concurrently.

Prior to Apex, Darren specialized in working with at-risk youths as the Director of a gang-prevention program in Long Beach, California and as a counselor in Halawa Prison in Honolulu, Hawaii.

Darren is the acclaimed author of How I Built A $37 Million Insurance Agency In Less Than 7 Years, along with ten additional published books distributed internationally, including Premium Financed Life Insurance - The Key To Effective Estate Tax Planning, and is also a nationally acclaimed motivational speaker.

He holds a B.A. in Sociology from Loyola Marymount University, and a M.Ed. in Multicultural Education from the University of Hawaii at Manoa. Darren is married and currently lives with his wife and son in Orange County, California.

Register Now

Seats are limited - reserve yours today!

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