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:
When is premium financed life insurance appropriate for a client?
How do high interest rate environments affect net outcomes?
What types of collateral are accepted by premium financing lenders?
Is there more than one loan model to finance premiums?
Does premium financing mean the insurance is free?
What premium financing gimmicks should clients avoid?
INDEXED UNIVERSAL LIFE INSURANCE
Everything you need to know about IUL's
This book addresses the good, the bad, the ugly, and the raw truth about how IULs actually work. It transparently answers the most important questions:
How is the 0% floor is 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.
