Transforming Estate Planning with Premium Financing with Darren Sugiyama

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Transforming Estate Planning with Premium Financing with Darren Sugiyama

Have you considered using life insurance as a tax-saving tool for the next generation? High net-worth families have been using them for years, and so could other families.

Discover premium financing, a method used to fund substantial life insurance policies for affluent individuals with Ken New and his guest Darren Sugiyama, founder and CEO of Lionsmark Capital. They shed light on how it can be leveraged to manage estate tax obligations and the significance of having liquidity.

Darren discusses:

What is premium financing and how does it fit within estate planning
How can life insurance provide liquidity for estate taxes
The Bushido Code of Samurai and how it relates to his work
His advocacy for expanding premium financing to populations beyond millionaires
Why is it important to educate clients about the risks and benefits of premium financing
And more

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”They'll use Life Insurance typically to fund the estate tax liability that the next generation is going to incur.
Darren SugiyamaLionsmark Capital

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Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

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Lionsmark Capital

Darren Sugiyama

Darren Sugiyama is the founder & CEO of Lionsmark Capital. Prior to Lionsmark, Darren founded DaVinci Financial & Insurance Associates, a multi-office life insurance firm responsible for over 25% of Pacific Life’s policy count in Orange County in , California in 2017, and 39% of Penn Mutual’s life insurance policy sales in the county in 2019.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

When it comes to financial strategies, does your net worth define your options?

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Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment advisory services offered through Arete Wealth Advisors, LLC an SEC registered investment advisory firm. Pinnacle Financial Wealth Management, CSA and CSS are independent entities. Securities and investments involve risk. Risks related to securities and investment products can never be completely eliminated. Information is provided to gain an understanding of our services and capabilities and should not be considered investment advice. Investment advice is rendered to clients only after a discovery process that provides Pinnacle with a complete understanding of the client's goals. financial situation and tolerance for risk. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Quick Preview of Episode 4