In A High Interest Rate Environment , How Do You Convince HNW Prospects to Open Up 200% Larger Premium CasesUsing Estate & Tax Planning Conversations Without Complicating Their Financial Portfolios
Using Estate & Tax Planning Conversations Without Complicating Their Financial Portfolios
In a high Interest Rate Environment, How Do You Convince HNW Prospects To Open Up 200% Larger Premium Cases Using Estate and Tax Planning Conversations Without Complicating Their Financial Portfolios
Sorry! We're closing registration soon because 85% has been sold out.
Sorry! We're closing registration soon because 85% has been sold out.
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Remember: All strategies shared are tested and proven. These are not just theories.
Note: We only have limited seats for our offline meet up. Please do grab them while you can. Once it is all taken up, our price will be back to our usual price.
Public Price: US$147 [Save US$250]
For Asset Structuring Club Member: Only US$57
For Asset Structuring Club Member: Only US$57
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*ASC members are allowed to bring friends at the special price
SESSIONS
SINGAPORE
Venue: Hall EH 1-2, 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 19th February 2024
Time: 1PM - 5PM
SESSIONS:
SINGAPORE
Venue: Hall EH1-2, 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 19th Feb 2024
Time: 1PM - 5PM
Introducing High Net Worth Asset Structuring Forum 2024
An Exclusive Masterclass To Help You UNDERSTAND & ENTER HNW Niche Market.
Dear Financial Planner,
Have you ever wondered how some advisors manage to consistently attract high net worth clients and manage large-scale asset portfolios?
The key often lies in their expertise in "High Net Worth Asset Structuring."
Many financial advisors are skilled in advising on wealth accumulation and protection. However, the true game-changer is understanding how to structure assets effectively for clients with significant wealth.
Asset Structuring is not just about protection or accumulation; it’s about strategically managing and transferring wealth. It's about helping your clients preserve their legacy and optimize their wealth across generations.
Consider this: While traditional financial planning plays a crucial role, High Net Worth clients seek advisors who can provide comprehensive asset structuring solutions. This approach can significantly elevate the value you bring to your clients.
The common barrier, however, is that many advisors feel under-equipped to deal with the complexities of asset structuring. They recognize its importance but lack the practical knowledge and tools to implement it effectively.
Moreover, asset structuring is often perceived as a service only for the ultra-rich. But in reality, it is crucial for anyone with significant assets and a desire to manage them effectively.
With recent economic shifts and evolving financial landscapes, it's crucial for financial advisors to deepen their understanding of asset structuring.
Over the last two decades, I've dedicated myself to mastering the ART of high net worth asset structuring. I've developed a comprehensive approach that not only safeguards wealth but also ensures its efficient transition.
That’s why I'm hosting the "High Net Worth Asset Structuring Forum 2024," a focused event from 1:00 PM to 5:00 PM on February 19, 2024, at the Lifelong Learning Institute in Singapore. This forum is a deep dive into the world of high net worth asset structuring, offering a blend of keynotes, workshops, and panel discussions led by myself and other industry leaders.
My objective is to equip you with advanced skills and insights to confidently navigate the high net worth domain, addressing topics often overlooked in conventional training. I will personally guide you through the latest strategies and trends in this field.
If you’re looking to elevate your practice and become a go-to advisor for high net worth clients, join me and many of my mentees at this exclusive forum.
Please note: This event is specifically designed for financial advisors. If you’re not in this profession, we kindly ask you not to attend.
CUSTOM JAVASCRIPT / HTML
Why Attend High Net Worth Asset Structuring Forum 2024
Who Can Best Benefit From This Live Session?
With over two decades of experience in the financial industry, I often encounter advisors who struggle with the complexities of asset structuring for high net worth (HNW) clients. Many understand the basics of financial planning but are at a loss when it comes to integrating estate and tax planning into a comprehensive asset structuring strategy.
If you're an advisor who finds it challenging to offer holistic asset structuring solutions, know that you're not alone. Managing and protecting the wealth of HNW clients requires specialized knowledge, which isn't widely taught.
Asset structuring for HNW clients isn't just about managing wealth; it's about strategically aligning their financial goals with tax efficiency and estate planning. When done correctly, it opens the door to larger cases and deeper client relationships.
"However, a common pitfall for many advisors is focusing too narrowly on traditional financial products. This can lead to missed opportunities in providing comprehensive services that HNW clients seek."
That's why, at the High Net Worth Asset Structuring Forum 2024, we will dedicate our time to unraveling the complexities of estate and tax planning within the context of asset structuring. This forum is for you if you're looking to expand your expertise in this niche area.
Here are some key benefits of attending the Forum:
Boosts Your Expertise and Credibility: Learn to integrate estate and tax planning into your asset structuring services, enhancing your role as a trusted advisor to HNW clients.
Increases Your Income Potential: Diving into asset structuring for HNW clients opens the door to handling larger financial portfolios and cases, directly impacting your income potential.
Enhances Your Reputation and Referrals: Specializing in a niche area like HNW asset structuring sets you apart in the industry, leading to increased recognition and referrals.
"I've realized that many advisors lack clarity on effective HNW asset structuring... It's about more than just wealth management."
It's understandable if the concept of integrating estate and tax planning into asset structuring seems daunting. Like many, you might not have had access to focused training in this area.
In my early career, I spent considerable time and resources understanding the art of HNW asset structuring. I discovered that traditional approaches often don't align with the unique needs of HNW clients.
But there's an alternative approach, one that I've refined over the years and will share at the Forum. Asset structuring in 2024 has evolved, and so have the strategies and methodologies.
For those who want a quick overview of "how asset structuring works for HNW clients," I'll be sharing a video below with insights into this complex field.
I am genuinely excited to dive into a topic close to my heart – one that I believe is crucial for any financial advisor working with high net worth clients. This forum isn't just about sharing knowledge; it's about equipping you with practical, up-to-date strategies that can transform how you approach HNW asset structuring.
"This Is Why I'm Revealing Everything I KNOW at High Networth Asset Structuring Forum 2024... I Will Share The Latest Strategies and Techniques."
To be honest this is the first time I am sharing on Asset Structuring openly, a topic that I love talking about, and I can only tell you I'm super excited!
Let me quickly run you through what I'll be sharing at the forum.
What Will You Learn High Net Worth Asset Structuring Forum 2024?
Let Me Show You What You'll Be Learning During This Exclusive Forum
Details Of High Net Worth Asset Structuring Forum 2024 Offline
Where, When & What Time?
SINGAPORE
Venue Address:
Hall EH 1-2, 11 Eunos Road 8,
Lifelong Learning Institute,
S(408601), Singapore
Date: 19th Feb 2024
Time: 1PM - 5PM
Status: 12 tickets left
What Will You Receive When You Sign Up?
Here's a quick overview of what you will receive when you sign up today!
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...)
You Will Get OFFLINE EVENT ACCESS to High Net Worth Asset Structuring Forum 2024 (Singapore) Where I Will Be Sharing The Following:
- Envisioning the Future of High Net Worth Advisory - We’ll kick off with a deep dive into the evolution of high net worth asset structuring. You’ll learn about current trends in the market, the importance of strategic growth, and how to tailor your approach to the unique needs of high net worth clients.
- The Advisor's Strategic Role & Emerging Trends - In this interactive segment, we focus on the advisor’s role in building trust with high net worth clients. We'll also have a panel discussion with industry leaders on emerging trends in wealth management, providing you with insights to stay ahead in the market.
- Advanced Techniques & The Future of Asset Structuring - To conclude, I’ll present advanced asset structuring techniques, offering exclusive insights into the latest methods and strategies. We’ll wrap up with a session on shaping the future of high net worth asset structuring, setting the stage for your continued success in this field.
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend High Networth Asset Structuring Forum 2024
"I attended Estate Planning 2022 and I tested Dr. Sanjay's strategies. Today I am doing 6x Better."
I've attended Dr. Sanjay's 2022 Estate Planning and since then I have been adopting his strategies and mindset in estate planning. I use to think I need to do will writing for my clients so that they will trust me and I can plan their esate for them. But will writing is a long process and many clients just end up writing will and not buying any insurnace products.
After implmenting Dr. Sanjay's advice, the way I work changed and I'm doing much better now. Will definitley join the Asset Structuring Forum 2024 and I hope I can get a seat.
"The best Estate Planning session I've attended so far in my career was in 2022... my team's production increased by around 50%?"
There are very few courses that teaches estate planning for financial advisors. Many of them in my opinion don't really focus on the "sales aspect" of estate planning. I really enjoy learning from Dr. Sanjay Tolani, because he tell me exactly STEP BY STEP how to sell insurance from estate planning.
He solve the biggest problem I face, which is how to sell when I talk about estate planning. He even show us how to upsell on estate planning. Truly thankful to be able to learn from him.
Even my whole team who learnt from him is seeing great results.
"I've been using Dr. Sanjay's Concepts since 2020 and my sales have been improving by 20% year on year."
I have been a big fan of Dr. Sanjay's concept presentations since I first know about him. Thanks to his teaching, I've changed my sales process and have been applying all his presentations and it has been really working well. I've taught it to new advisors in my team too! Thank you so much Dr. Sanjay!
"See it to believe it... there is a reason why many top advisors are attending Dr. Sanjay's meet-up"
"How Meteor's Business Grow By 300% In 2022"
"How Diana Maria achieved Her Early MDRT In June 2022."
"How Donovan Achieved His 1st MDRT In 2020 Using Concepts"
"How Kaka Implemented Advance Concepts In 2020 And Saw Massive Results"
"How Diana From Singapore Achieved Her MDRT In Just 1 Case"
"How Benedict Achieved His MDRT In Just 1 Case"
By now you're probably still have some questions... Let me answer them for you just in case.
"Dr. Sanjay, why isn't asset structuring for high net worth clients commonly included in advisory training?"
Asset structuring for high net worth clients involves a broad spectrum of strategies and considerations, making it more specialized than typical financial advisory topics. It demands a certain depth of expertise that standard advisory courses might not provide. However, this is where the High Net Worth Asset Structuring Forum 2024 provides a significant opportunity. By participating in this forum, you'll gain access to this exclusive knowledge, which is a rare chance to set yourself apart from your peers.
"Dr. Sanjay, why do many advisors focus on traditional financial planning instead of embracing comprehensive asset structuring?"
Often, advisors might lean towards traditional financial planning because they haven’t been exposed to or trained in the comprehensive asset structuring needed for high net worth clients. This forum is designed to change that. It's a unique opportunity to learn about integrating various aspects like estate and tax planning into your services, which can significantly enhance your ability to manage more complex and rewarding financial portfolios.
"Dr. Sanjay, how does comprehensive asset structuring differ from regular financial planning for high net worth clients?"
While some may think managing high net worth clients is just an upscale version of regular financial planning, it's actually a field that requires a different approach. Comprehensive asset structuring encompasses a range of specialized strategies including estate planning and tax optimization. It's a skill set that, once learned, can elevate your services and open doors to managing more significant and complex financial cases. The good news is that every advisor has the potential to master these skills. The forum is your gateway to stepping into this lucrative and rewarding aspect of financial planning.
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$1,997 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 were not properly educated on estate planning. There are many courses out there teaching advisors on will writing as a way to open up cases, but I believe there is better methods out there to open up cases and position yourself in an estate plan. That is why I'm going to show you step by step how I do a niche part of estate & Tax planning in this session. I'll be sharing many tested and proven methods I've used before and I will share with you what many of the top advisors are doing right now to see results in 2024.
#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 this forum 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!
NOTE: We Are Not Welcoming Estate Planning Trainers To The Forum
I'm sorry for being direct, but I'm not welcoming any estate planning trainers to attend my forum and here are the reasons why:
Reason #1: The Session Is For Advisors Only - My purpose of organizing this session is to help advisors get better NOT to help trainers earn more income.
Reason #2: I have bad past experience - I have receive quite a number of feedback from advisors writing in telling me there are trainers who are copying my work (not giving me acknowledgment) and most importantly misinterpreting what I say. Honestly I'm disappointed with it.
Reason #3: It does not make sense if I'm teaching my content to advisors at an affordable rate and I end up seeing others selling the same content for US$1997.
So if you happen to see any estate planning trainer coming for the session, please invite them to leave.
FREQUENTLY ASKED QUESTIONS
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani, an 20-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 15 Top of the Table honors.
In 2019, Dr. Sanjay has successfully crossed 100 MDRT and >200 MDRT in 2020 alone and in 2022, he has sucessfully completed more than 500 MDRT.
In 2019, Dr. Sanjay has successfully crossed 100 MDRT and >200 MDRT in 2020 alone and in 2022, he has sucessfully completed more than 500 MDRT.
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.
Here are some of the safety precautions venues are taking, which you may encounter when attending the event:
1. If you are Covid positive please do not come. Just show us your covid positive documents and we will provide a full refund.
2. Please be aware that in the event of a significant increase in COVID-19 cases, we prioritize the safety and well-being of our attendees. As a precautionary measure, we will move the session online to ensure everyone's safety while still providing the valuable content you expect. We will keep you updated on any changes and provide instructions for accessing the online event if necessary.
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 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 High Networth Asset Structuring Forum 2024 different from other sessions?
High Networth Asset Structuring Forum 2024 is designed to show you how to tap into this niche and open up 200% larger premium cases in 2024, with new conversations surrounding tax and asset structuring.. There are many courses teaching advisors on esate planning, but very few are focus on just on structuring assets that is why Dr Sanjay wanted to share on it.
In this 4 hour session, Dr Sanjay will be disclosing some of the best strategies used worldwide.
Just by learning some great ideas, you should have save time and money by listening to these strategies as you have them ready to implement right away.
Why is this event in high demand?
This is the first time Sanjay Mentoring Family is organizing an offline event after 2 years and many advisors are excited to join this session. However due to rising prices and event capacity, we are only able to provide limited seats.
So if you really want to come, please purchase the ticket early.
How often will this 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 teaching you estate planning personally because moving forward, Dr Sanjay will be busy focusing on his own isurance career.
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 a 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 event capacity. The seats are on a first come, first serve basis. This is to ensure fairness to the family.
Should a new advisor attend this session? Will the content covered be too advanced?
This class is designed specifically for new advisors and advisors who wants to gain new knowledge and wants to learn how to position yourself as an Inheritance & Succession Planning Advisor without the need to write wills and setup trusts.
For new advisors, you will learn about the basics of inheritance & succession planning and how you can position yourself in a estate planning process.
For experience advisor, you will be able to pick up good esate planning ideas to bring you more income in 2023. Dr. Sanjay will be sharing some of his new estate planning (specifically for inheritance & succession planning) ideas to sell more insurance which he have tested recently.
Can I buy the recording?
This session will not be recorded and will only be held live because Dr Sanjay does not wish to leak his estate planning secrets online.
I'm from the Big Case Closer family, can I attend this session for free?
For big case closer member, we will be organizing a separate exclusive offline session for you. The big case closer team will be sending you more details via email.
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 these coaching.
How will I receive the Bonus E-Book?
We will send it to you via email.
I don't have a credit card/debit card. What can I do?
Call our 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.