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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)
The Dangers Of Premium Financing The Wrong Way
With so many egregiously irresponsible premium financing programs out there that tell the client, "You don't have to pay anything out-of-pocket... you only have to post some collateral," we at Lionsmark Capital felt the need to discuss WHAT'S WRONG with these types of programs. These are the very types of programs that give premium financing a bad name. In this webinar, Darren Sugiyama reviews two publicly-known lawsuits that clients have filed against our competitors (as well as some carriers). Premium financing must be done the right way.
(37 minutes)
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