WORK WITH LIONSMARK CAPITAL

The Premiere Premium Financing Intermediary Firm

Lionsmark Capital designs and implements custom premium financing solutions for advisors and their clients, with 16 carriers and 19 different lenders.

DOING BUSINESS WITH LIONSMARK

Testimonials From Advisors

If you are an advisor, CPA, or estate planning attorney, you can is important to know who you can trust.

READ THE BOOK

The Book on Premium Financing

This book is the new updated 2024 Version, and addresses everything you need to know about premium financing, including:

  • How high interest rates affect premium financing

  • How to introduce PFLI to your high net worth clients

  • Which PFLI loan model is right for specific clients

  • The difference between responsible leverage & irresponsible leverage

  • How PFLI can be used in estate tax planning

  • When PFLI should be used for retirement planning

  • Who PFLI is right for (and who it is wrong for)

INDEXED UNIVERSAL LIFE INSURANCE

Everything you need to know about IUL's

In our newest book, we teach you how to become an expert on IUL's, with topics including:

  • How is the 0% floor created?

  • How is the cap created?

  • How do policy charges affect net returns?

  • Which index option is the best?

  • Are IULs appropriate for estate tax planning?

  • Should IULs be used for retirement planning?

DIVE DEEPER

Featured Videos

What is Premium Financing?

Discover what Lionsmark does that no other premium financing intermediary can do.

The Best Estate Tax Solution

How our proprietary software algorithmically calculates the most cost-efficient estate tax solution.

Retirement Planning

How premium financing can maximize a tax-free retirement income stream using leverage.

Shorts

Biggest Collateral Mistakes

How most premium financiers miscalculate future collateral projections (2min 22sec).

Better than a Roth Conversion?

Why repositioning IRA funds into PFLI can be better than a Roth Conversion (1min 7 sec).

Custom Premium Financing Loan Models

Why one-size-fits-all premium financing strategies don’t make sense. (1min 25sec)

Our Backtesting Software

How we stress-test our PFLI models using 121 different historical 40-year periods of S&P 500 performance. (1min 18sec)

Family Governance & PFLI

Discover how to prevent your clients’ adult children from fighting over their inheritance. (1min 12sec)

What is Premium Financing?

How premium financing is similar to investing in real estate using a mortgage loan. (1min 40sec)

MARKETING MATERIAL

Content To Send Clients

A collection of short videos and PDF files you can send clients for marketing purposes...

LIVE in-person events

Boot Camps & Symposiums

Learn from the best in the business at our live events with Darren Sugiyama.

LEARN ABOUT DARREN

Who is Darren Sugiyama?

Darren Sugiyama – Founder & CEO of Lionsmark Capital – is a 13-time author whose books are currently being distributed in Australia, Brasil, Canada, Croatia, Czechoslovakia, Denmark, India, Italy, Japan, New Zealand, Norway, Singapore, Sweden, the United Kingdom, and the United States Of America. His books include Premium Financed Life Insurance – The Key To Effective Estate Tax Planning and IUL For Aspiring Know-It-Alls.

Darren consults with investment advisory firms, family offices, estate tax attorneys, CPAs, and life insurance agents, designing custom premium financed life insurance arrangements for their high net worth clients.

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