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
  

Connect with Ken New:

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  • (321) 454-3623
    
  
  

• LinkedIn: Ken New
  
• Pinnacle Financial Wealth Management
  

Connect with Darren Sugiyama:

• LinkedIn: Darren Sugiyama
  
• Lionsmark Capital
  

About our Guest: 

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.