Annual Premium Financing Symposium Agenda
Monday, October 20 - Tuesday, October 21, 2025
The Highland Dallas, Curio Collection by Hilton
5300 E Mockingbird Ln
Dallas, TX 75206
Symposium Agenda
Monday, October 20th, 2025
9:30AM - 10:00AM
Registration Open
Check In With The Welcoming Committee
Receive Your Program & Name Badge
Find Your Seat
Most Importantly, Fill Up Your Coffee Cup :)
10:00AM - 11:30AM
5 Different Lionsmark Financing Platforms
Least Client Outlay
Least Client Collateral
Most Death Benefit
Best Retirement Income
Irresponsible PFLI Abusive Designs
11:30AM - 12:30PM
Panel Discussion: State of the Union (Carriers, Lenders, & Strategies)
How has premium financing changed in the last few years?
Why do carriers, producer groups, and banks partner with us?
Who is the right type of client for premium financing?
12:30PM - 2:00PM
Lunch (On Your Own)
2:00PM - 3:15PM
Lionsmark Capital's Proprietary Backtesting Software Demo
Average vs. Actual Returns (Yes, there is a difference.)
Historical Index Performance
How IUL Charges & Crediting Actually Work
Analyzation of Historical Borrowing Rates
3:15PM - 3:30PM
15-Minute Break
3:30PM - 4:30PM
Case Studies
IRC Section 6166
Family Goverance
Using PFLI with Charitable Foundations & Endowment Funds
4:30PM - 5:30PM
How I Built a $37 Million Insurance Agency
Darren's Crazy Journey in the Life Insurance Business
The Genesis of Lionsmark Capital
The Takeo Effect: How to Overcome Adversity
How to do Business Like a Samurai
The Power of Gratitude
5:30PM - 7:30PM
Cocktail Networking Reception
Hosted By:
Tuesday, October 21st, 2025
9:00AM - 10:00AM
Lenders & Collateral
Different Lenders & Loan Terms
Mistakes Advisors Make in Calculating Collateral
Pretty Sure vs. Certain
What Makes Lionsmark Unique
The Difference Between Bootcamp 1.0 & 2.0
10:00AM - 11:00AM
IRA Rollovers Into Premium Financed Life Insurance
What should wealthy individuals do with their IRA funds?
Wealthy clients will get double-taxed on IRA funds (income tax + estate tax)... and we have a better option for them!
How to buy premium financed life insurance with pre-tax dollars.
Traditional IRAs vs. Roth Conversions vs. Leveraged Legacy IRA
11:00AM - 11:15AM
15-Minute Break
11:15AM - 12:30PM
Our Process: How We Work with Advisors & Clients
Establishing Advisor/Lionsmark Roles & Commission Splits
How to Use Our Marketing Email Templates
How to Use Our Appointment Booking Scripts
Architecture of the First Client/Lionsmark Zoom Call
Custom Client Proposal Videos
How to Close & Drive the Next Step
The Policy Renewal & Loan Renewal Process
12:30PM
Departures
