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Premium Financing Webinars
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Featured Webinars
What Is Premium Financing?
In this webinar, Darren Sugiyama explains the general concept of premium financed life insurance using a mortgage loan analogy, and he and reviews Lionsmark Capital's five different loan models, each one designed for a very specific type of client. (26 minutes)
Lionsmark Capital's Process & Splits
In this webinar, Darren will teach you:
-The initial marketing message to a client/prospect
-What to send the prospect before the initial meeting
-How to set up the initial Zoom meeting with the client
-What the first Zoom meeting should look/feel like
-What the client should experience on the 2nd Zoom meeting
-What the commission splits are when you work with us
(1 hour 26 minutes)
How Our Proprietary Backtesting Software Works
Over a decade ago, Darren Sugiyama began building an educationally based tool to teach clients how an IUL actually works in the form of a "proxy" for the real world product. We can model the behavior of this model during times of volatility under certain assumptions regarding floors, caps, multipliers, and asset-based charges. Watch this video of Darren explaining our extensive due diligence. (17 minutes)
When Does It Make Sense To Refinance An Existing Premium Financing Loan?
Introducing Lionsmark Loan Lab... a new division of Lionsmark Capital that refinances current inforce premium financing loans, assuming we can get your clients a better borrowing rate. In this short 11-minute video Darren Sugiyama reviews a case study that could save the client over $1,000,000 in loan interest costs.
(11 minutes)
Rothish & Reverse-Rothish
Two revolutionary NEW premium financing platforms, both launched in May 2024. Client only contributes for 5 years (instead of the standard 10 years). In the "Rothish" design, the client contributes in years 1-5, then the bank finances years 6-10. In the "Reverse Rothish" design, the bank finances premiums in years 1-5, then the client pays premiums in years 6-10.
(29 minutes)
IRA Bailout Plan - 3 Different Solutions
For clients with a $20MM+ net worth and an IRA worth $1MM+, we have three (3) different solutions. In this webinar we model side-by-side options that clients can see in addition to a conventional Roth Conversion. Each of these three strategies use either a premium financed life insurance policy, or a method of financing taxes.
(1 hour, 1 minute)
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