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"Modern Retirement Planning Tactics That Attract and Retain HNW Clients in the Next Quarter of 2025"
Note: Please Watch This Tutorial Before You Sign Up. Even if you are not joining as long as you're an advisor, this is important.
Comprehensive Retirement Planning & Portfolio Diversification 2025 [ONLINE]:
Date: 20 August 2025
Time: 7pm (Singapore Time, GMT+8)
Note: For Big Case Closer and Asset Structuring Club members, You'll Get Access To This Masterclass. Check Your Email on how to join the session.
Or Join ASC & Get Access To Full Plan In 2025:
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Introducing Comprehensive Retirement Planning & Portfolio Diversification 2025 - Online
An Exclusive Masterclass To Help You Open Up NEW HNW Market In Next 90 Days
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
21 X MDRT, 2 X COT, 17 X TOT, 327 TOT in 2024.
Dear Future Financial Planner,
Markets are shifting.
Currencies are fluctuating.
Global economies are entering uncharted territory.
And wealthy clients are no longer asking, “What’s my return?”
They’re asking, “Will my retirement income be safe?”
They’re asking, “Can I trust this plan to last no matter what happens in the world?”
This is where many advisors get stuck.
They keep talking about products, projections, and past performance, while high-net-worth clients are having a completely different conversation.
That’s why on 20th August 2025, I’m hosting a powerful new masterclass:
Comprehensive Retirement Planning & Portfolio Diversification 2025
"What HNW Clients Expect in Retirement Planning And the Risks Most Advisors Miss"
Because here’s the truth: when uncertainty hits, wealthy clients don’t sit still.
They restructure their retirement strategy.
👉 They move from single-market exposure to cross-border portfolios.
👉 They shift assets into income-generating structures.
👉 They focus on protecting lifestyle, not just chasing returns.
If you can guide that conversation, you don’t just close a case — you become the advisor they call first, every time.
Earlier this year, thousands of advisors joined my workshops on financial foundations, Insurance specialization and asset structuring.
And the most common message I got in the DMs?
“Dr. Sanjay, how do I lead deeper, more strategic conversations right now?”
CUSTOM JAVASCRIPT / HTML
Who Should Join Comprehensive Retirement Planning & Portfolio Diversification 2025?
Do You Know the upcoming 3 months is the best time to built trust with Rich Clients?
Many advisors, maybe even you already know someone wealthy, or know someone who knows someone wealthy.
The real challenge isn’t about finding them. It’s about what to say when you finally do?
👉 How do you get introduced without sounding like a desperate salesperson?
👉 How do you spark curiosity not resistance in that first conversation?
At Comprehensive Retirement Planning & Portfolio Diversification 2025, I’ll show you how to use structuring concepts to open trust-based conversations…
So that when you finally meet that wealthy prospect, they don’t just listen — they lean in.
"I realized many advisors know a rich person... but they just don't know what to say to them or trying way to hard to sell them."
✅ Advisors Working With High-Income or HNW Clients
If your clients are earning more, investing globally, or asking about asset protection — this session will help you lead smarter conversations.
✅ Advisors Who Want to Future-Proof Their Practice
Global trade is shifting. Interest rates are moving. The rules are changing. Learn how the wealthy are restructuring — and how you can be part of that journey.
✅ Advisors Wanting Bigger Cases
You’ve closed policies. Now it’s time to close strategies. Learn how asset structuring can increase both case size and client trust.
✅ Advisors Who Struggle to Explain “Why Me?”
If you’ve ever felt stuck in product talk or pricing battles — this masterclass shows you how to differentiate with structure, not sales.
✅ Advisors Looking to Build Long-Term Client Trust
The wealthy aren’t just seeking returns — they want clarity, control, and confidence. Asset structuring is how top advisors deliver that.
✅ Advisors who lack a clear plan for entering the high-net-worth (HNW) space - I'll highlight exactly what you need to do to access a pool of HNW prospects. The first quarter is crucial for presenting your largest cases. Many of my mentees have achieved 50% of their annual production in just the first two months by understanding how to confidently and convincingly present such large cases.
What Will You Learn At Comprehensive Retirement Planning & Portfolio Diversification 2025?
During my last LIVE session, my inbox was filled with messages from advisors asking one thing:
"How do I lead smarter, trust-based conversations with my wealthier clients right now? I know it is an opportunity, but i need the "HOW TO" "
That’s exactly why I created this next session — not to repeat what we already know, but to go deeper.
To help you shift from selling products… to advising on structure, trust, and long-term control.
In Comprehensive Retirement Planning & Portfolio Diversification 2025, you’ll learn:
✅ Modern retirement strategies that protect wealth while creating reliable income streams.
✅ Real-life client scenarios from cross-border portfolios to multi-currency retirement income planning.
✅ How to use diversification as a powerful conversation starter with HNW clients.
✅ How to position yourself as the trusted retirement advisor when wealthy clients are rethinking their long-term plans.
✅ What top advisors are saying during market uncertainty and how they’re using these moments to secure client loyalty for life.
Whether you’re new to the HNW space or you’ve already closed big cases, this session will give you the tools, language, and positioning to elevate your next-level conversations.
We’ll also walk you through 5 must-know case study frameworks, the exact structure strategies that helped over 1,000 advisors in 2024 and 2025 move from one-policy sales to holistic planning across jurisdictions.
By the end of the session, you won’t just understand structuring.
You’ll know how to use it to build trust, grow case size, and future-proof your practice.
Let’s help our clients protect what they’ve built by becoming the advisor they trust when things get complicated.
The video below will show you a "preview" on how HNW conversations & prospecting will look like:
Details Of Comprehensive Retirement Planning & Portfolio Diversification 2025:
How to access the live session?
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.
Receive Confirmation Email
Attend The Session On Time
We will be sending you the access to join and watch the live sesion.
What Will You Receive When You Sign Up?
Here's a quick overview of what you will receive when you sign up today!
If you sign up for the Asset Structuring Club 2025, I will be sending you advisor X7 Sales Cycle. In the future AI World, you'll interact with AI first, so when you meet clients you not only sound confident but professional.
(The portal is already ready for your experience from 1st May, so you'll get to enjoy it till 1st August)
You'll Get Access To Tolani Flow Portal For 3 Months
Next, I will send you the Big Case Closer Mindset Ebook which covers the following:
Lastly, You Will Get LIVE ACCESS to Comprehensive Retirement Planning & Portfolio Diversification 2025 Where I've Will Be Sharing The Following:
- What HNW Clients Expect in Retirement Planning And the Risks Most Advisors Miss: Why are wealthy clients losing confidence in traditional advice? In this session, uncover the silent killers inside most retirement plans and learn how top advisors are shifting their conversations to focus on control, certainty, and multi-generational security. If you want your clients to trust you with more, this is where it starts.
- Building Resilient Retirement Portfolios for a Volatile Economy: Get the blueprint behind how top 1% advisors are building globally diversified, income-focused portfolios even in a market full of uncertainty. Discover smarter ways to reduce risk, create stable retirement income, and position complex solutions in a simple way that clients say yes to.
- Real Strategies Advisors Are Using to Win Bigger Retirement Cases: This is not theory. You’ll walk through real client cases including cross-border portfolios and retirement income structuring and learn how to replicate what’s working now. Whether you're working with emerging affluent or high-net-worth families, these positioning strategies will change the way you present retirement solutions forever.
If you're serious on learning, why not join 1,000+ advisors at Asset Structuring Club for the next 12 Month Journey?
For Advisors Who Want To Want To Enter the High Net Worth Market(>10M Networth) in 2025 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 The Next 4 Online Workshop modules (Including This Comprehensive Retirement Planning & Portfolio Diversification 2025)
Note: This also means you'll now get a full year Access to X7 - Sales Cycle AI Tool also. It is currently only for advisors who sign up this workshop (for 3 months) and Active ASC members.
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend the Comprehensive Retirement Planning & Portfolio Diversification 2025 Live!
"I managed to open up case size that are 5X Larger than 2024..."
"What I really like about the mentorship is that many top advisors in the industry are part of this program and I get to learn from everyone's strategies. Also, Dr. Sanjay always shares updated strategies that help us stay relevant. It's not just learning about strategies that used to work but strategies that are actually working RIGHT now. Thank you Dr. Sanjay!"
Mandy, Financial Planner
“I consider myself as quite a new advisor and were never exposed to the HNW Market previously... Now I'm specializing in it. ”
"In this industry, I feel very lost. Because I tried investing a lot of money on courses (>$10,000) to learn about HNW market and everyone teaches very complicated concepts. Even when it comes to estate planning, I'm expected to spend months studying and I don't see how my income will improve after learning it. But after joining BCC, Dr. Sanjay just showed me how a simple idea can be used to open up HNW market. Now I spend more time on meeting clients and opening up cases rather than studying long courses that don't gives me any ROI. Truly appreciate what you share Dr. Sanjay."
Ethan, Financial Planner
"I've been using Dr. Sanjay's Ideas and Concepts since 2018 and my sales have been improving by 20% year on year."
"See it to believe it... there is a reason why many top advisors are attending Dr. Sanjay's meet-up"
I know that many top advisors in our industry are learning from Dr. Sanjay himself and being curious, I decided to sign up for his session. I realized he is not only humble and down to earth, but he's also sharing his secrets because he wants everyone to grow. In the session, he shared practical strategies that I have tested and seen results.
I can feel his generosity in sharing and really appreciate his effort.
I've been in the financial planning industry long enough to tell you not everyone is okay with sharing their secrets and Dr. Sanjay actually shares everything he knows and practices. I'm definitely attending this year-end session because I know what he shares can definitely help me improve my income and give me more clarity for the last quarter.
Peter, 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 I’m Not Charging $997 for This Event
(Even Though My Team Told Me To)
Let’s be honest. This masterclass could easily be priced at US$997.
In fact, my team strongly suggested it because they mention we spent quite an amount of money on advertising the last FREE event Financial Foundation 2025 and we should at least recover some of our advertising cost.
But I said no. Because at $997, many new advisors will find it too expensive to attend and good knowledge should be made affordable and at this current price, we will be able to filter out the more "serious" advisors.
"I don't want to be giving out my Trade Secrets to everyone. It should only be shared with advisors willing to upgrade and learn."
Reason #1: I’m doing this to give back.
After 22 years in this industry, after building 1,841 MDRT-level cases — I know what works.
And I’ve realized, the best way to give back to the mentoring family… is to pass on the playbook.
This masterclass is my way of saying thank you — to the advisors who keep showing up and pushing forward.
After 22 years in this industry, after building 1,841 MDRT-level cases — I know what works.
And I’ve realized, the best way to give back to the mentoring family… is to pass on the playbook.
This masterclass is my way of saying thank you — to the advisors who keep showing up and pushing forward.
#2: Too many advisors are stuck.
I keep hearing from good advisors who just need the right strategies to break into the HNW space.
But most courses out there are either too generic or too fluffy — and end up confusing more than helping.
That’s why I’m going to break everything down, step by step.
What I did. What I said. And what you can start doing right now in 2025 to lead better conversations.
#3: I want to raise the standard of our industry.
If you’ve read my books or been to my workshops, you know I don’t do “motivation talks.”
I do real frameworks, tested ideas, and actual case studies that move the needle.
Because when we improve as advisors — the whole profession gets better.
And our clients win too.
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 do well in 2025 and prepare for 2026.
So if you're willing to take action to hit your sales target this year, here are 3 MORE reasons why you should come for Comprehensive Retirement Planning & Portfolio Diversification 2025:
Reason #1: Our past session has always been focusing on "mass market".
But this year, our focus is structuring and strategies revolving around the HNW market. And if my mentees can do it, I'm pretty sure you can do it as well. You'll listen live to what top advisors have done correctly last year and what they will be doing this year in 2025.
Reason #2: First time we're offering such a huge discount. For the past 3 years, we've been selling tickets on an average of 197USD for sessions on HNW strategies.
This year because of the pandemic and lockdown, we wanted to do something very different, we wanted advisors who really want to attend to come instead of worrying about the high ticket price. So we're giving a huge discount to early buyers.
Reason #3: This Comprehensive Retirement Planning & Portfolio Diversification 2025 will be held in the Aug, so you can start quarter 4 executing these strategies.
I've seen many advisors do miracles and if you believe you can leverage on the family experiences, we will be happy to have you here!
So please ONLY GRAB THIS Ticket if you are going to watch and attend it or else give the chance to the next advisor, ok?
FREQUENTLY ASKED QUESTIONS
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani, an 23-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 18 Top of the Table honors.
In 2024 alone, Dr. Sanjay has successfully crossed 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 Comprehensive Retirement Planning & Portfolio Diversification 2025 different from other sessions?
In Comprehensive Retirement Planning & Portfolio Diversification 2025, you’ll learn:
✅ Modern retirement strategies that protect wealth while creating reliable income streams.
✅ Real-life client scenarios — from cross-border portfolios to multi-currency retirement income planning.
✅ How to use diversification as a powerful conversation starter with HNW clients.
✅ How to position yourself as the trusted retirement advisor when wealthy clients are rethinking their long-term plans.
✅ What top advisors are saying during market uncertainty — and how they’re using these moments to secure client loyalty for life.
Will I Still Get To Listen To Dr. Sanjay Tolani After Comprehensive Retirement Planning & Portfolio Diversification 2025?
Not sure. 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 7 years of hard work.
From 2025 onwards, Dr. Sanjay will be focusing more of this time on this own sales, the Asset structuring club 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 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.
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 / Asset Structuring Club, can I attend this session for free?
Yes! All members from bigcasecloser.com and ASC 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.