Learn How to Protect Business Continuity, Preserve Business Value, and Structure Shareholder Protection Before a Crisis Happens.

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Remember: All strategies shared are tested and proven. These are not just theories.
Remember: All strategies shared are tested and proven. These are not just theories.

Key Person & Shareholder Structuring For Business Owners 2026 [ONLINE SESSION]:

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Note: For Big Case Closer and Asset Structuring Club Active members, You'll Get Access To This Masterclass. Check Your Email for Instructions.

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Introducing Key Person & Shareholder Structuring For Business Owners 2026 - Online
An Exclusive Masterclass To Help You Open Up Business Owners Market In 2026

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
24 X MDRT, 22 X COT, 20 X TOT [1788 X MDRT in 2025]
Dear Future Financial Planner,

When you sit down with a business owner, the goal is not to be seen as just another advisor, but as someone who understands the risks quietly sitting inside their business. Not because you pitched a product, but because you asked a question that made them stop and think. That moment isn’t luck. It’s a skill, and it can be learned.

After more than 24 years in this industry and closing numerous million-dollar cases, I’ve come to one clear conclusion: success with business owners doesn’t begin with products or policy features. It begins with understanding where the real business risk is hiding.

Over the years, I’ve refined an approach that helps advisors open deeper conversations with business owners naturally, without sounding technical, pushy, or overly sales-driven. This approach isn’t theory. It’s built from real meetings, real cases, real objections, and real breakthroughs with business owners across different markets.

Early in my own career, I used to think the best way to help a client was to explain the solution first. But over time, I discovered something important: business owners do not first respond to solutions. They respond to problems they can feel.

And here was the real challenge: every business owner worries about something different. One may be worried about revenue. Another may be worried about shareholders. Another may be worried about what happens if one key decision-maker is suddenly gone. That’s when I stopped asking how to present better and started asking a better question:

“What happens to the business when one important person is no longer around?”

That question changed everything.
Because the truth is, many businesses do not struggle because of poor products or weak teams. They struggle because too much of the business depends on one person. One founder. One shareholder. One rainmaker. One operational leader. One person holding everything together.

And this is where many advisors miss the opportunity.

They know Key Person cover is important.
They know Shareholder Protection matters.
But they do not always know how to explain the pain clearly enough for a business owner to take action.

So the conversation becomes too general. Too technical. Too product-heavy. And because of that, the business owner never feels the urgency.

But when a business loses a key person, the consequences are serious. Revenue can slow down. Staff confidence can drop. Lenders may become cautious. Shareholders may disagree. Families may be left uncertain. And the value of the business itself can suffer.

The pain is real. But most advisors are not taught how to position it properly.

That’s why I’m excited to introduce Key Person & Shareholder Structuring for Business Owners, a focused 3-hour live session where I’ll show you how to approach business owners with more depth, more relevance, and more confidence by addressing one of the most overlooked issues in modern business planning.

Today’s business owners are more cautious, more selective, and more focused on practical value. They are not interested in vague ideas or product-heavy conversations. They want to understand what can go wrong, what it could cost them, and what can be done about it before the damage is done.

So if you’ve ever felt that:
You are speaking to business owners, but not creating enough urgency
You understand the concept, but struggle to explain it simply
You want to move into better-quality business cases, but are unsure how to position yourself

Then this session is for you.
Together, we’ll focus on one of the most important questions a business owner can ever be asked:

What happens when the person holding the business together is no longer around?

Note: This session is exclusively for financial advisors. If you’re not an advisor, please refrain from joining.
    CUSTOM JAVASCRIPT / HTML
    What Will You Learn In Key Person & Shareholder Structuring For Business Owners 2026?
    Let Me Show You What You'll Be Learning During  "Key Person & Shareholder Structuring For Business Owners 2026 Live!"
    What Will You Learn In Key Person & Shareholder Structuring For Business Owners 2026?
    Let Me Show You What You'll Be Learning During "Key Person & Shareholder Structuring For Business Owners 2026 Live!"

    This is not theory. 
    This is about knowing what to say, when to say it, and why it matters to a business owner.

    Over the years, thousands of advisors joined my live sessions on Business Owners Prospecting, and the response was overwhelming. What many appreciated most was the clarity. Many shared that, for the first time, they understood why some business conversations create urgency while others go nowhere.

    In the weeks that followed, I received messages from advisors telling me they were able to have better conversations simply by changing how they framed business risk. No pushing. No overexplaining. Just better questions, better positioning, and more relevant starting points.

    That response made one thing very clear to me:
    advisors do not just need more information. They need a better way to position important conversations.

    That’s why this year, I’ve created Key Person & Shareholder Structuring for Business Owners, designed for advisors who want to improve the quality of their conversations with business owners and position themselves at a higher level.

    In this live session, we’ll address one of the most overlooked risks inside a business: what happens when one key person, founder, or shareholder is no longer around. When that risk is not properly understood or structured, the consequences can be serious, from disrupted revenue and leadership gaps to shareholder tension and loss of business value.

    We’ll cover practical ways to identify these risks and communicate them more effectively. I’ll show you how to approach key person risk and shareholder protection in a way that feels relevant, timely, and commercially important to a business owner.

    I’ll also share practical frameworks and positioning ideas that have been tested repeatedly in conversations with business owners and affluent families. These are not just concepts to understand. They are conversations you can start applying immediately. Whether you are new to the business-owner market or already working with these clients, this session will help you speak about these risks with more clarity and confidence.
    Who Should Join Key Person & Shareholder Structuring For Business Owners 2026?
    Do You Know May & June is the best month to speak to Business Owners?

    Like you, I’ve been in the insurance business for over two decades, and one thing I’ve learned very clearly is this: results do not improve just because you put in more effort. They improve when you learn how to position better conversations.

    Every year, I remind my mentees that bigger opportunities often come from better-quality conversations. And one of the most important conversations advisors can learn today is around key person risk and shareholder structuring. This is where business owners begin to see you as more than an advisor, because you are speaking to issues that affect business continuity, ownership, and long-term value.

    Many advisors ask me how to bring up these topics without sounding technical, salesy, or too early in the conversation. The answer is not products. It is knowing how to frame the right risk at the right time. In this live session, I’ll be sharing practical ways to identify and communicate key person and shareholder risks so that business owners feel the relevance of the conversation. These are ideas you can apply immediately to start having more meaningful and commercially important discussions.

    "I realized many advisors already know business owners around them, but the challenge is not access. The challenge is knowing what to say without trying too hard to sell."

    Here are some reasons why you should consider coming for this live session:

    ❤ Advisors who have been in the industry for quite some time but feel stagnant in their income — If you’ve been working hard but your results have plateaued, this session will help you see how better business-owner conversations can lead to better-quality cases. I’ll show you how to position key person risk and shareholder issues in a way that creates urgency and opens up deeper, more valuable discussions.

    ❤ Advisors who already speak to business owners but struggle to bring up important risks naturally — Many advisors have access to business owners, but they are unsure how to talk about continuity, ownership, or shareholder concerns without sounding too technical or too sales-driven. In this live session, I’ll show you how to raise these issues in a way that feels relevant, practical, and timely.

    ❤ Advisors who are tired of having general conversations that do not lead anywhere — At some point in my own career, I realised that generic business conversations rarely create urgency. If you feel your discussions with business owners are too broad, too safe, or too surface-level, this session will help you shift into more meaningful conversations by focusing on risks that truly matter.

    ❤ Advisors who want to work on bigger business cases but are unsure how to position themselves — I’ll show you how to approach conversations around key person dependency, shareholder protection, and business continuity so you can move beyond basic protection discussions and position yourself at a higher level with business owners.

    ❤ Advisors who want to enter the business-owner market but do not know where to start — Breaking into this space does not begin with products or policy features. It begins with understanding the real risks inside a business and knowing how to talk about them properly. In this session, I’ll show you how to identify those risks and start the conversation in a more confident and commercially relevant way.

    If you’ve ever thought:
    “If I just knew what to say at the start, everything would be easier”

    This masterclass is for you.

    Why This Matters Now?

    Q2 and Mid-Year is often an important window for business-owner conversations. This is when:
    • Business owners start revisiting priorities and planning decisions
    • ​Founders and shareholders are more open to reflecting on risks inside the business 
    • One good conversation can open the door to a much bigger case
    Many of my mentees close a significant portion of their annual production simply because they know how to start the right business conversation at the right time.
    Details Of Key Person & Shareholder Structuring For Business Owners 2026:
    How to access the live session?

    Key Person & Shareholder Structuring For Business Owners 2026

    HOW DOES THE SESSION WORKS?

    STEP 1:

    Register For The 
    Session

    Click on the button to register on the next page. You may choose your ticket option and proceed with the payment.

    STEP 2:

    Receive Confirmation Email

    Once you have purchased, you will receive a confirmation email with details on how to join the session. 

    STEP 3:

    Watch The Replay For 72 Hours

    We will be sending you the access to join and watch the recording session.

    This is a live, intensive online masterclass where I’ll show you:
    • How to open meaningful conversations with business owners
    • ​How to raise key person and shareholder issues without leading with products
    • How to use the right questions to create curiosity and urgency naturally
    What Will You Receive When You Sign Up?

    Here's a quick overview of what you will receive when you sign up today!

    Immediately after you sign up, I will be sending you a 2 hours pre-recorded video that focuses on the problems most advisors face.

    • Improving client relationships: - Identifying problems and addressing them helps financial advisors to build trust and improve their relationships with clients. 
    • Enhancing performance: - Identify areas where you need to improve their skills or knowledge to better serve your clients.
    • Activity and prospecting: - What is stopping you to multiple your activity rate and how you can create a system like other top advisors.

    Next, I will send you the Big Case Closer Mindset Ebook which covers the following: 

    • 4 Benefits of Big Case Closing - Find out why top advisors in the industry are trying to master these 1% skills & how you can master them too!
    • 3 Case Studies & Strategies Of Top Advisors - Listen to their sales strategies, prospecting methods and how they go about closing more cases.
    • 6 Big Case Closer Mindset "Action" Shifts - Learn the “ACTIONS” steps you need to train your subconscious mind for growth. (These are secrets that I'm revealing for the first time...) 

    Lastly, You Will Get LIVE ACCESS to Key Person & Shareholder Structuring For Business Owners Where I Will Be Sharing The Following: 

    • UNDERSTANDING THE BUSINESS OWNER MINDSET - Understand how business owners think, what they worry about, and why they respond to certain conversations more than others.
    • KEY PERSON & SHAREHOLDER RISKS - Identify the risks created when a key person or shareholder is no longer around, and why these issues can seriously affect continuity and value.
    • CASE STRUCTURING & POSITIONING - Learn how to structure the case properly and position the conversation in a way that feels relevant to the business owner.
    Consider Joining The Asset Structuring Club Instead & Join us on a 12 Month Journey?
    For Advisors Who Want To Want To Enter the High Net Worth Market(>10M Networth) in 2026 with "Asset Structuring". Learn How To Position yourself as the "Go-To Finance Expert" and Attract Wealthy Clients.

    Once you sign up for ASC, you will get LIVE ACCESS to Tolani Flow® Portal which covers the Asset Structure and 4 Online Workshop modules (Including the last session in March on 30 HNW Prospecting Triggers Masterclass) 

    Having spent the last 22 years in this industry, closing multiple giant cases in the financial planning world, struggling my way up from 1 MDRT to 
    327 X TOT in 2024, I have invented a set of strategies and blueprint to teach advisors on how to get started on Asset Structuring and EXACTLY what to say (especially in Early 2024) to get High Net Worth excited to invest consistently in insurance.

    Everyone talks about HNW, but no one really lays out a step-by-step guide on how to get started. I used to think the same, that I had to start with well-off clients and gradually work my way up to the ultra-rich.

     “But I was wrong! In fact, I've seen many of my mentees start with HNW clients right from day one and never look back.”

    Now that I've turned 43, I think it's a cool time to share this closely guarded secret. It took me 22 years to crack the code. That's why I thought it'd be cool to set up Asset Structuring Club - an ongoing club designed to teach you everything you need to know to get started in the HNW market.

    Imagine being able to confidently advise a client on how to structure their assets to minimize tax implications, or how to legally protect their wealth for future generations. Think of the trust and credibility you'll build, and the doors that will open for you.

    My goal is to help you break into a new market in 2026 using "Asset Structure." 

    Listen To Others Who Have BENEFITED! (Updated Testimonials)
    I'm going to let other advisors prove to you why you should attend the Key Person & Shareholder Structuring For Business Owners 2026 Live!
    “Grew My Average Case Size by Over 30% by Changing How I Start Conversations....Thanks to Dr Sanjay!” 
    “After attending the yearly prospecting sessions and applying what Dr. Sanjay teaches about starting conversations, my average case size grew significantly compared to the year before. What changed wasn’t my products; it was how I spoke to clients at the start.”
    Mandy, Financial Planner
    As a New Advisor, Learning Dr. Sanjay’s Conversation Method Improved How Clients Responded to Me Early On.”
    “The biggest shift for me was realising that prospecting isn’t about convincing people. It’s about starting the right conversation at the right time. That idea alone changed how clients responded to me.”
    Ethan, Financial Planner
    “Since 2020, I’ve achieved steady yearly growth by refining how I communicate with clients.”
    “I’ve been attending Dr. Sanjay’s sessions and applying his ideas since 2020. My results have improved consistently year after year because the way I speak to clients keeps evolving with the market.”
    Sarah, Financial Planner
    “I Stopped Feeling Intimidated and Learned to Lead High-Net-Worth Conversations, Using Dr. Sanjay’s Approach.”
    “I was a relatively new advisor and had never worked with high-net-worth clients before. After attending the Business Owner prospecting sessions and reading the book, I stopped feeling intimidated. I finally understood how to approach conversations without pitching.”
    Andrea, Financial Planner
    “I Didn’t Just Feel Motivated...I Left with Clear Conversation Changes That Actually Worked.”
    “There’s a reason many top advisors attend Dr. Sanjay’s sessions every year. You don’t just feel motivated, you leave knowing exactly what to change in your conversations. I’ve tested what he teaches, and it works.”
    Peter, Financial Planner
    “After Testing Many Ideas Over the Years, Dr. Sanjay’s Thinking Continues to Give Me Clarity I Trust.”
    “I’ve been in this industry long enough to know that most people don’t openly share what actually works. Dr. Sanjay does. His sessions and books give clarity, not noise, and every year I walk away more confident about my next quarter.”
    Joanna, Financial Planner

    "How Donovan Achieved His 1st MDRT In 2020 Using Concepts"

    "How Kaka Implemented New Strategies In 2020 and saw massive results"

    "How Meteor's Business Grow By 300% In 2022"

    "How Diana Maria achieved Her Early MDRT In June 2022."

    "How Diana From Singapore Achieved Her MDRT In Just 1 Case"

    "How Benedict Achieved His MDRT In Just 1 Case"

    Ready to elevate your financial advising career?
    Your journey to success starts now!
    Why Is This Event So Affordable? ... What's Wrong?

    In case you’re wondering why I’ve decided to do this event at a huge discount rather than US$997 which my team suggested…There are a few reasons why I'm doing this...

    #Reason 1: I believe in giving back - After years of trying to figure out what works and what doesn't in the insurance industry, this would be my BEST way of giving back to the family.

    #Reason 2: I want more advisors to join this session & help more advisors who are struggling and lost - I realized many advisors would like to jump into the HNW market. Let me be very blunt, majority of financial adivsors will take a very long time to master Business Owners Conversations if they are not exposed to the right strategies. There are many courses out there teaching advisors general methods which will bring them in circles. That is why I'm going to show you step by step how I do it in this session. I'll be sharing many tested and proven methods I've used before as a practitioner myself and I will share with you what many of the top advisors are doing right now to see results in 2026.

    #Reason 3: I hope our industry gets better - If you have read my books or attended my events, you know I’m not a big fan of sharing “fluffy” strategies. This is why at Key Person & Shareholder Structuring For Business Owners 2026 we will go straight into actionable steps that can affect your sales. I'll also showcase some “CASE STUDIES” to help you gain deeper clarity.

    Together, lets make financial planning happier for everyone!

    Don't Sign Up If You're NOT Going To Watch The Session!

    Here's the “catch”...

    This session is useless for you if you take no action. So please don’t register if you're here to listen for fun. Leave the slot for the next advisor because we're limiting the seats. 

    "I'm not a training company. "

    This session is organized with the sole intention of helping advisors who truly care about their career and want to position themselves better with business owners.

    So if you are serious about improving the quality of your conversations and opening the door to better business cases this year, here are 3 more reasons why you should come for Key Person & Shareholder Structuring for Business Owners:

    Reason #1: Most advisors know business owners, but very few know how to raise these issues properly.
    Many advisors already have access to business owners, founders, and shareholders. But when it comes to discussing key person dependency, ownership risks, or business continuity, they either become too technical or too product-focused.

    In this session, I’ll show you how to position these issues in a way that feels relevant, commercially important, and easier for a business owner to respond to.

    Reason #2: This is one of the most overlooked conversations in the business-owner market today.
    A lot of advisors talk about protection in general. Very few know how to explain what really happens when one key person or shareholder is suddenly no longer around.

    That is where the opportunity is. When you know how to bring up these risks properly, you stop sounding like just another advisor and start positioning yourself as someone who understands continuity, ownership, and the long-term value of the business.

    Reason #3: You can apply these ideas immediately in your next business-owner conversation.
    This session is not built around theory alone. It is designed to help you identify the risk, frame the issue, and speak about it in a way that creates urgency without sounding pushy.

    I’ve seen many advisors transform the quality of their business conversations simply by learning how to raise the right issue at the right time. And if you believe you can leverage on the family’s experience, we’ll be very happy to have you with us.

    So please only register if you genuinely intend to attend, learn, and apply the ideas shared in this session. I want these seats to go to advisors who are serious about growing and improving the way they speak to business owners.

    FREQUENTLY ASKED QUESTIONS
    Who is Dr. Sanjay Tolani?
    Dr. Sanjay Tolani, a 24-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 22 Court of the Table & 20 Top of the Table honors.

    In 2024 alone, Dr. Sanjay has successfully achieved 327 X TOT.

    He became the youngest member in 2003 at the age of 19 and then qualified as the Youngest Life Member in 2012 at the age of 28. He also became the Youngest Managing Director of an Insurance Brokerage in the Middle East.
    Will Dr. Sanjay's sharing be relevant to us?
    Absolutely! This is because even though Dr. Sanjay is based in Dubai, his clients come from 53 countries including many parts of Asia. He is intimately familiar with taxation rules, industry regulations and even behaviors of the locals worldwide.
    Why is Dr. Sanjay so generous in sharing his trade secrets? Is there a catch?
    For starters, Dr. Sanjay is a solo practitioner. He doesn't manage an agency and has no intention to build one. That's not his focus.

    His intent is to pay it forward and raise the standards of the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit. 

    All the fees collected are used to cover the production cost of the session. 
    Do I have to download any application for the online coaching?
    You won't need to download any application, we will send you the link to join the session. 
    How effective are these strategies shared?
    The strategies share are tested and proven by many members of the mentoring family especially the Big Case Closer members. Lets be honest, there are many new methods you can implement in your business. Dr. Sanjay will be running through all of them with you during the online session. 

    During the online coaching, you will also have notes to refer too so all the framework he will be sharing in the session you will be able to find it in the PDF notes given before the session. 
    I realized people are charging thousands of dollars for a session like this, why is the price significantly lower here?
    The prices are made affordable because the goal of the mentoring family is to make sure financial planning is made easier for everyone. We wanted to make sure every advisor has that equal opportunity to learn the strategies to hit their target because after all hitting your target means getting more income for yourself and your family.

    We also deliberately lowered the price for because this is our way of giving back to the family. However, we are not making it free because we only want motivated and serious advisors to attend this session.

    Think about it , the moment you close one decent case using the strategies shared, wouldn’t the price be worth the investment?
    How is Key Person & Shareholder Structuring For Business Owners 2026 different from other sessions?
    Key Person & Shareholder Structuring for Business Owners, is focused 3-hour live session where I’ll show you how to approach business owners with more depth, more relevance, and more confidence by addressing one of the most overlooked issues in modern business planning.

    Today’s business owners are more cautious, more selective, and more focused on practical value. They are not interested in vague ideas or product-heavy conversations. They want to understand what can go wrong, what it could cost them, and what can be done about it before the damage is done.
    Will I Still Get To Listen To Dr. Sanjay Tolani After Key Person & Shareholder Structuring For Business Owners 2026?
    Not sure. If you realise, Dr. Sanjay has been reducing his sessions. The reason is that Dr. Sanjay set up Sanjay Mentoring Family to help advisors who are lost in this career. His mission is to make financial planning happier and easier for everyone has been achieved after 6th year of hard work. 

    Since 2025, Dr. Sanjay has been focusing more of this time on this own sales and the big case closer family. He is not a trainer and doesn't want to be one. He has produced enough material to help new advisors get started.

    He might be organizing more meet ups if he has the time, but for now he has no intention. 
    What are the details of this Online Coaching?
    In this coaching, you will learn the latest insurance strategies from top agent Dr. Sanjay himself. He will be sharing with you what he has been working on for the past two months to achieve his targets even in tough situations like these. 

    While Dr. Sanjay frequently gives talks, this is the only time he is willing to share his last sprint strategies for the mentoring family. So if you MISS IT, there is no replay for it. 

    Unlike a typical seminar, this online coaching requires participants to practice their skills on the spot so Dr. Sanjay can correct them. So get ready to participate actively, because practice makes perfect, doesn’t it? 
    How will I receive the bonus recording & E-Book?
    We will send it to you via email. 
    How often will this online coaching take place?
    This is a one-time session. This might be one of the last few times you get to hear from Dr. Sanjay personally because starting from 2022, Dr. Sanjay will be back to focusing on his insurance business. 

    So please attend if you are serious about learning.

    In the future, the coaching might be carried out by an appointed mentee rather than Dr. Sanjay himself. So grab this chance to interact with him in the session while you can! 

    To make the learning environment more inclusive, we are limiting the number of seats to the coaching. 
    Why is the ticket so affordable? Will you upsell me in this seminar?
    This is an online coaching session, not a preview where we up-sell you expensive courses after the session. 

    The price is purposely made affordable so that more family members can benefit from this session. 
    Can you reserve the seats for me first? I am waiting for my Friend to buy together.
    Ticket access are very limited due to the limit of the platform we are using. The seats are on a first come, first serve basis. This is to ensure fairness to the family. Also since this is our last session, the demand will be very high.
    Should a new advisor attend this session? Will the content covered be too advanced? 
    Every advisor should attend Key Person & Shareholder Structuring For Business Owners 2026 to help them hit their target. This is our yearly largest session where we focus on income & commissions. 

    ✅For those who are new to financial planning, I'll share with you strategies to close more clients in the last quarter of 2026. I've come up with "easy to apply" closing strategies that you can immediately use. 

    ✅For more experienced advisors, I want to show you how you can close a larger case just by working with your existing clients. I also want you to listen to tested and proven strategies what other advisors have been using and apply them to see immediate results.
    Can I buy the recording?
    This live session will not be recorded. This is because we wanted to keep the strategies exclusive for advisors who make the effort to attend the session.

    However, the recording will be made available 24 hours after the session so that if you're in a different time zone you can watch it too.
    I'm from the Big Case Closer family, can I attend this session for free?
    Yes! All members from bigcasecloser.com will be able to attend this session for free because you are part of Dr. Sanjay exclusive mentorship program. The Big Case Closer relationship manager will be informing you about how to join the session. 
    I'm from India and I want to attend the session but I don't have a credit card/debit card. What can I do?
    Call our India session organizer at +91 99300 60314. They will help you. 
    I have other questions.
    For any inquiries, please write to me@sanjaytolani.com or WhatsApp  (+91) 99300 60314 and we will help you out. 

    Sanjay Mentoring Family 2026 | All Rights Reserved