– 2026 - 2027
Resource
Partner Guide
An exclusive platform built to forge lasting, high-value partnerships with the firms shaping the financial and insurance sectors. Direct access to a national network of high-net-worth advisors, wealth strategists, and seasoned professionals.
2025 REACH & IMPACT
380+
Attendees
28
States
113
CITIES
574K+
EMAILS OPENED
– a letter from the founder
Welcome.
Lionsmark Capital is proud to present our exclusive Resource Partner Guide — designed to build lasting, high-value partnerships with industry-leading firms across the financial and insurance sectors.
Our platform provides partners with deep access to a national network of high-net-worth advisors, seasoned professionals, and wealth strategists. Partnership includes presence at high-profile events, strategic branding, and a direct relationship with Lionsmark's advisors, team, and marketing ecosystem.
– Shared vision
What We Have in Common.
We both share the vision of client-focused service and a commitment to integrity — a mutual recognition of the importance of genuine solutions that meet the unique needs of each client. We've seen how dedicated you are to fostering long-term relationships, investing in strategies that prioritize wellbeing, and building confidence.
You've provided valuable insight into the core objectives that drive your approach. We've delved into strategies for deepening client engagement, staying ahead of regulatory changes, and fostering efficiencies that make a tangible difference in daily operations.
Balancing personalized service with operational efficiency is a priority — as is having access to up-to-date insights and tools that streamline decision-making.
"Collaborating with Darren Sugiyama and the Lionsmark Capital team has significantly enhanced our premium financed life insurance offerings. Lionsmark Capital's dedication to transparency, innovation, and client success positions them as an essential partner for any financial advisor aiming to expand their business through premium finance strategies."
-Neal quon
principal | aptive partners
– our solutions
Hundreds of Thousand of Touchpoints.
Align your brand with ours and gain visibility across an ecosystem built for insurance industry professionals — emails, events, webinars, program guides, and invitation-only working sessions.
Include your logo on our emails as a Resource Partner.
Our database contains over 10,000 industry professionals. We distribute 200,000+ emails a year.
Live Events
Be featured and highlighted as a resource partner on event materials including emails, program guide, & conference signage.
Webinars
Let us know if you would like to be interviewed by Darren Sugiyama on a dedicated webinar.
Program Guide
Include an educationally based One-Page Advertorial in the Program Guide for our events.
Masterminds
Invitation only, small group working session that brings together Lionsmark Capital leadership and select resource partners for confidential, high level collaboration, idea sharing, and problem solving.
Premium Branding
Across every channel, your brand becomes a part of the Lionsmark ecosystem, seen by the advisors who matter most.
– REACH & Impact
The Numbers Behind the Network.
380+
2025
ATTENDEES
28
STATES
REPRESENTED
113
CITIES
REPRESENTED
574K+
OPENED EMAIL
CAMPAIGNS
ATTENDEE DEMOGRAPHICS
Insurance advisors
88%
carrier representatives
5%
CPAs
3%
Advisors specializing in aum
2%
ESTATE PLANNING ATTORNEYS
1%
LENDERS
1%
– sponsorship opportunities
Ways to Partner.
Each format is engineered for a different kind of relationship — from intimate, confidential working sessions to broad-stage thought leadership.
MASTERMIND - 2X PER YEAR
HOST
$3,500 per event
Provides Lunch & Dinner
Meeting Room Up to 40 People
2 Hours to Present
Attendees Invited For You
Up to 2 Attendees at the Annual Symposium
SYMPOSIUM - ANNUAL
HOST
$9,000
Logo on Conference Marketing Materials
2 Attendee Tickets & Discount Code
List Yourself as a Lionsmark Resource Partner on LinkedIn
Presentation or Panelist at Annual Sumposium.
1 Item in the Attendee Welcome Gift Bag
Full-Page Advertorial in the Program Guide
Business Planning Workshop - Annual
HOST
$5,000
Provides Lunch & Dinner
Meeting Room Up to 40 People
2 Hours to Present
Attendees Invited For You
Up to 2 Attendees at the Annual Symposium
ANNUAL RESOURCE PARTNER
HOST - $10,000
Includes Masterminds, Symposium and Annual Business Planning Workshop
Partnership Confirmation.
"The integrity of the people you partner with is more important than any product or company."
-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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