As Dr Sanjay Has Fallen Sick, We Will Postpone Our Date From 24th August to 27th August for Session #1 Instead. 
Sorry For the Last Minute Update.

"How To Create Your Own Financial Planning Concepts
 In 30 Days To Improve Your Insurance Sales Commission"

"How To Create Your Own Financial Planning Concepts
 In 30 Days To Improve Your Insurance Sales Commission"

Would You Like To Attend A 2 Day Virtual Workshop On 27th August & 30th August?
*This is Dr. Sanjay's First Time Conducting A Workshop On Concept Creation
(which many advisors have been asking for), and we are expecting extremely high demand. Therefore seats will allocated be on a first come first serve basis!* 

You're About To Discover How Creating 'Your' Own Financial Concepts 

Can Change Your Career Perpetually...

You Get...

  • More Product Sales - The ability to sell more products in one presentation
  • Better Unique Positioning & Differentiation - ​Differentiate yourself from other advisors and enter higher net worth market
  • Customization - ​Customize more unique sales approach to adapt to different types of prospects
  • ​Better Objection Handling - Handle objections more confidently and create relevant concepts to convince and persuade your clients
  • Upselling & Increase Case Size - ​“Higher commissions” when you are able to use concepts for upselling and getting recommendation
  • ​Better Clients Satisfaction - Your clients can now better understand why they need insurance and you can position yourself as the non-pushy advisors
  • ​Better Financial Planning Knowledge - You understand how to use different products to cater to different clients needs 
  • ​And the list goes on… 
Why Am I Sharing My Secrets To Creating Insurance Concepts?

From: Dr Sanjay Tolani

Your Insurance Coach 
19 X MDRT, 2 X COT, 15 X TOT
>200 X MDRT in 2020
Dear Future Financial Planner,

Wouldn’t it be great if you had the ability to create your own financial concepts and use them to enhance your presentation, objection handling and upselling?

🙈When I first started selling insurance in 2003, I was taught to memorise scripts and use fixed product templates. But soon, I started losing clients because many of them found my sales explanation too long, pushy and complicated.

🙈In fact, many presentations taught by ‘experts’ today place way too much emphasis on your products, which only makes clients lose focus along the way.

This got me wondering if our insurance scripts, presentations, and sales processes could be made simpler and easier.

That’s why I embarked on a mission, spending the next decade flying all over the world trying to learn the secrets behind creating simple yet effective financial concepts from top financial advisors in our industry.

What I found out is that almost all top advisors in our industry have 1 similar unique ability - THEY CAN CREATE CONCEPTS THAT ARE SIMPLE AND RELEVANT.

All in all, I spent 19 years shadowing and jotting down the strategies from these top advisors and ended up developing my very own Concept Creation Framework , which played a big part in helping me achieve 200 MDRT in 2020.

This framework basically allows me to create my own financial concepts to make them relevant to the different types of prospects I meet. This builds rapport quickly and has shortened my presentation time by 80% across the years.

Yes... despite me staying locked down at home for close to 2 years since last year, I did manage to improve myself from doing 100 MDRT in 2019 to more than 200 MDRT in 2020.

You probably have already seen some of these concepts I’ve created from my “Concept Presentation Playbook” or my Youtube videos on “How to sell insurance”.

But what I haven’t had the chance to share is the process of creating these concepts that eventually change the way I sell insurance.

*All Information Shared are for financial advisors only. If you're not an advisor, please do not join this class.*

"So Here Is The Good News. What If I Told You That You Can Easily Create Your Own Concepts... Even As Fast As 7 Days With The Right Guidance And Framework?

After 19 Years of Selling Insurance, I'm Finally Going To Share With You My Secrets To Creating These Winning Concepts That Have Helped Me Go From 1 MDRT to >200 MDRT"

The only challenge here is you need to invest time in building your own "concepts" and testing them out. It doesn't come overnight but if you're serious about this career, then this is something you should invest in learning and doing.

That’s why I have decided to come up with the Concept Creation Workshop to teach you how you too can create your own personalized concepts and harness the power of strong financial concepts to help you improve your sales.

The concept strategies that I will be teaching in this workshop have been tested and proven by hundreds of advisors that I've coached personally and many of them are seeing consistent results in 2021.

In this exclusive workshop, I will show you everything I know regarding concept presentation, share with you what are some of the biggest changes in insurance strategies across time, and help you gain better clarity in this business.

If you're a new advisor, you will learn the foundation of financial planning and how you can create your own concepts to kickstart your career on the right path.

If you're an experienced advisor, I will share with you how to improve your current presentation concepts and how you can alter it to make it relevant for 2021 sales. I'll show you some of my newest concepts so you can "copy and paste" while figuring out your own unique version.

This is my first time teaching concept creation and because I'm busy selling insurance too, I'm not sure when will be the next time. 

So please register early if you're interested. See you at the workshop!
Who Will You Learn From?
Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani has coached millions of advisors worldwide, published 11 books on insurance and financial planning and has been the personal mentor to many top advisors in the industry.

Dr. Sanjay Tolani is a 19-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 and 6 years platinum dragon. 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
  • More than millions of views on youtube with advisors learning from him on a day to day basis
  • ​In just 2020 alone, he crossed more than 200+ MDRT
  • ​By May 2021, he has already crossed more than 100MDRT using the concepts he has created himself
  • ​His books have been read by hundreds of thousands of advisors worldwide and his strategies have been proven and tested.
No matter how good you think you are at financial planning, there are proven practices and techniques that the pros use to improve their insurance sales - practices and techniques that Dr Sanjay will personally cover in the upcoming workshop.

So if you are thinking of bringing your professionalism and skills to the NEXT level, this upcoming workshop is for you! 

Copy, adapt and paste what you will be taught in concept creation workshop and the results should follow.
Why Attend Concept Creation Workshop?
Who Can best Benefit From This Workshop?
It's not your fault if you do not know how to create concepts for insurance sales. In fact, this is something I've only come up with after selling insurance for 19 years and doing multiple testing. 

"To Me... Concept Creation is the Future Method Of Selling For Financial Advisors... This skill would give you the competitive advantage that you've been looking for..."

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

Reason #1: You were not taught on creating your own presentations - Many of us started off this career copying and pasting another advisors presentations but across time you realized that they are less effective because they are not as relevant for this new era. That's why if you know how to create your own concepts, you will never run out of new sales ideas and approach.

Reason #2: You know how to handle objections but are struggling to get to closure - Objections are unavoidable in our industry and if you are able to create concepts to make these objections more relatable to your prospects/clients, you will definitely improve your closing ratio. 

Reason #3: You're stuck with a Single Product Per Client - This might sound weird to you but many advisors only manage to sell their clients "1" Product and end up seeing their clients buying other more "expensive" products from other advisors. Why? that's because you're either not using the right concept at the start when you present your products or you're not using the right concepts for upselling. This is a VERY common problem I've seen and I want to cover this in the upcoming workshop. 

Reason #4: You actually don't know how this career works and got lost in finding your purpose - I realized many advisors do not know how their career will progress from the second or third year onwards because they were never exposed to the higher network market and this is something I want to share with you in the upcoming workshop.

Reason #5: You're tired of repeating the same thing over and over again - I'm not sure about you, but at some point in my career I got so tired of repeating the same "script" that I decided to create my own concepts not only  help my clients understand insurance better but also help me to have new conversations so that I can feel fresh every time I meet my clients. 

Unlike previous year, this year is extremely challenging for many of us, even myself, that's why you're seeing me less active on social media because I've been busy creating new concepts to adapt for 2021 and 2022 but this doesn't mean I'm not willing to share and help!

"This Is Why I'm Revealing Everything That Works For Me At Concept Creation Workshop... I Will Tell You What's Working And What's Not."

Like you, I sell insurance and to be honest, 2021 is a tedious year for many because more restrictions and lockdown are being implemented and its harder to create conversations with our prospects and clients. 

That's why I've decided to organize this 2-day workshop to literally show you step by step on how you can create your own concepts so you can stand out and thrive in these unprecedented times. 

Now, let me quickly share with you on what will happen in the concept creation workshop... 
What Will You Learn In The Concept Creation Workshop?
Let Me Show You What You'll Be Experiencing At This Year's Concept Creation Workshop LIVE!

Let me make it clear, there is no "one size fit all" workshop in this world but there are certainly "structured learning paths" which advisors like yourself can take to see massive results. 

Concept Creation Workshop is specially organized as a 2 days session with a few days gap in between so that advisors can practice their newly created concepts and we can do a review on them.

The following graphics will summarize what you can expect to learn on both days. 

Session #1 -Foundation & Application

We will start off "Session #1" going through all the basics of creating concepts so that every participant gains clarity on their concepts foundation. I will then spend time showing you how to apply concepts in insurance sales and how you can take some of my newly created concepts and tweak it to make them relevant for your own prospects.

This session will be EXTREMELY valuable if you were never taught how to create concepts before in your career. This is something I've designed for myself and what I'm going to share with you is what I hope someone would have taught me when I first started this career. 

We will end off session #1 with some "homework" where you are expected to go back and apply the concepts you have just learned.

Session #2 - Fine Tuning, Soft Skills & Role Play

Session #2 is all about review and fine tuning. After going back, testing on your newly created concepts, I'm sure you will have new questions and challenges that you face. That's why in Session #2, I'm going to spend time answering many questions participants have.

I also want to take this opportunity to invite some participants up to share with everyone their newly created concepts. I will then advice and show everyone how I will make these concepts better or more relevant. Ideally through this role play scenario, you will be able to appreciate how "concept fine tuning" works and improve your own concepts along the way. 

To make this session even better, I will be teaching some soft skills technique which I haven't had the opportunity to share in the past. These techniques are ESSENTIAL to delivering great concepts so please spent time listening to them.  

Let Me Show You Examples Of Concepts That I Have Created For The Family Over The Years!
Ideally, after the 2-day workshop, you should be able to create and implement your own unique financial concepts. 

In fact, this is the FIRST time I’m disclosing the strategies behind creating good concepts that's why you will see me investing time sharing with you into details on the EXACT thought process behind all my winning presentations: 28 000 presentation, the flow of water presentation, and so on…

If you had ever attended any mentoring family session before, you should know the strategies I share are practical and right on the spot… this is because I face the same problems as you too! 

Below are some videos on concepts to help you get a better understanding of what I will be sharing. 

Note: Even if you are not joining us in this workshop, I hope you spend time watching these videos because they will help you in this career.

"28 000 Presentation" 

"Income Protection Concepts"

"Piggy Bank Concepts"

"The Flow Of Water Presentation" 

"Educational Planning Concept"

"Father's Concept Presentation"

"Technical Concept Presentation" 

"The Presentation Matrix"

"Roots And Tree Concept"

"L.I.F.E Concept Presentation" 

"Forced Retirement Concept"

"Property & Cash Concept"

Also, I’ve been receiving messages from advisors asking me if the concept creation workshop is the same as the concept presentation.

Here’s a fun fact, the last time I properly taught concepts was in 2019 in the concept presentation 2019 Meet Up. I have also covered some concept ideas in the concept presentation playbook which I believe many advisors have read before.

Concept Creation is NOT THE SAME as concept presentations. In the upcoming workshop, expect to learn some new theories and strategies which I recently came up with during the lockdown period.

What I realized across time is concepts can not only be used on presentations but it can also be used on objection handling, closing and upselling.

That’s why I decided to organize this workshop to share my new realizations, techniques, findings and my new framework on concept creation. If you’ve decided to join us, then you’re in for a treat!
To Encourage You To Take Action, I'm Throwing A "Limited Time Bonuses" To Help You Kick Start Your Learning Right Away When You Sign Up And Give You Every Possible Reason To Say YES Today!

These Are Bonuses Which Focus On Introducing You To Basic Concepts So It Helps You Gain Clarity When It Comes To Our Live Session. 

LIMITED TIME BONUS #1:

1 X PHONE & VIDEO PRESENTATION COURSE 
(Worth US$47)
Get started learning as soon as you sign up for this masterclass!
In this 120 minutes sharing, you will learn:
  • How to create rapport with a prospect when you first kickstart a phone/video call conversation.
  • What type of conversation openers can lead to your sales presentations over a phone call and video call.
  • How to use a conversation opener to kick start an “insurance process” and get your prospect to listen to you. 

LIMITED TIME BONUS #2:

Access To A Library Of How To Sell Insurance Videos (Priceless)
Library Of Prospecting & How To Sell Insurance Videos 
I even got my team to compile relevant "how to sell insurance" videos and upload in the portal so you save time trying to locate these resources. 
Concept Creation Workshop Is Our 60th Meet Up...
Our Mission: To Raise The Standards of Financial Service Industry
More Than 50,000 Advisors Has Attended Our Previous 59 Meet Up!
OUR PAST 2018, 2019, 2020 & 2021 MENTORING FAMILY MEET UP
During our recent meet up, Final sprint 2020, we even had more than 4,000 advisors attending from all over Asia! This is why this year we're we're expecting an even larger turn out.
Listen To Others Who Have BENEFITED!
How Effective Is Dr. Sanjay Strategies & Sharing?
"I've been using Dr. Sanjay's Concepts since 2018 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!
Wei Hao, Financial Planner
"I brought my whole team to learn concept presentation from Dr. Sanjay in 2019... since then our production double"
When I started out in this industry, I was using the 28000 presentations by Dr. Sanjay which have been working tremendously well for me. Later in 2019, I have the chance to learn concepts from Dr. Sanjay, and this changes the way I view financial planning. In fact, I brought my whole team, and right now from time to time we have been coming up with new ideas to prospect and closed our clients. Truly appreciate Dr. Sanjay's sharing.
Dave, Financial Planner
"I closed 41 cases after applying what I learnt..."
I pick up many good ideas in Dr. Sanjay's class. I think because he is a practitioner, what he shares really works. Directly after his class, I went on to creating a meaningful partnerships and focuses my strategies more on recommendations like what he taught, and to my surprise, I started making appointments easier than ever. In fact, I manage to 2x my appointment rate and this is also why I manage to close more cases. 
 Eileen, Financial Planner
"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 but down to earth. 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 share everything he knows. I'm definitely attending this year-end session because I know what he share 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 Advance Concepts In 2020 And Saw Massive Results"

Details Of The Concept Creation Workshop
When & What Time?

NOTE: This is a LIVE WORKSHOP. There will be no replay.

(Due to Dr. Sanjay's Busy Schedule, We Are Unable To Have More Session For Now Too!)

Day 1: Foundation & Application

Date: 27th August 2021
Time: 7PM - 10PM (Singapore Time)

Day 2: Review, Fine Tuning & Soft skills

Date: 30th August 2021
Time: 7PM - 10PM (Singapore Time)

HOW DOES THE VIRTUAL WORKSHOP WORK?

STEP 1:

Register For The 
Workshop

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 workshop. 

STEP 3:

Attend The Workshop
On Time

We will be sending you reminder emails as we approach nearer to the live workshop. Please remember to attend it on time. 

Here's What to Do Next...
Here's How To Claim A Spot At The Workshop
“Concept Creation” is something I wish I knew when I started this career because it could have saved me so much more time and hassle. This is also the reason why I've put together this workshop for advisors who truly want to invest time in making their concepts and sales better in a long run. 

Right now we are experiencing a historical moment that doesn't have a clear end date. I know many of the advisors' sales have been affected and I want to help. This is why we're putting together this workshop to help everyone gain clarity on creating relevant concepts 

Remember,  recession or no recession people will still fall sick, pandemic or no pandemic people will still pass away hence insurance will still play an important part in everyone's life. Come listen to how you can apply some times tested strategies to bring yourself more sales and I'm confident you can achieve better results in the next 3 months of 2021.
Now you probably be asking... "Would this workshop be ULTRA expensive?"

I believe the Concept Creation Workshop is WORTH at least $2997 in actual real-world value. I personally would have paid $10,000 to learn this in 2003 If someone offers it to me. 
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Personally, this is the kind of support and guidance I wished I had as a financial advisor when I started so many years ago.

But if I have to show you what you'll get and how much it would cost you, it will look like this:

Note: We're currently running a 85% OFF early bird promotion. Depending on the time of your purchase, the tickets price might be raised to US$697. 

Here’s an offer I’d like to make to you.
You’re definitely not gonna pay $10,000 for this.
Not half of that. Not even 10% of it. 
For this limited period of time, you get to access it at a special price.
... For Only ONE Payment Of
 Just $147! ($300 off Our Public Price For Early Bird Buyer)
(Yes... this includes all the bonuses that comes with it. )
... For Only ONE Payment Of
 Just $147! ($300 off Our Public Price For Early Bird Buyer)
(Yes... this includes all the bonuses that comes with it. )
*As we are limiting access, please secure your seats to prevent disappointment.*
We apologize for being unable to reserve bookings as it is on a First Come First Serve Basis. Also if you miss this registration, you might have to pay more for future concept workshops because right now we're offering early bird price.

Note: this is not a preview session where I hype you up and sell you something later but actual learning and teaching session. I don’t want to over promise but I’m very sure this will be one of the most life changing session you’ll attend in your career. This is my first time teaching on concept creation so do expect the content I share to be very different from my past sharing.
If You Did This On Your Own... You'd Have To:

Attend expensive courses ($5,000 to $15,000) - You'll have to sift through to find a decent course but mostly they are not by practitioners who have real life experiences in creating concepts and handling large cases. 

​Consult Multiple Mentors (Not easy) - Not many people know the right insurance sales process. Many will roughly tell you how it works, but very few compile everything into a system for you that you can just watch and apply.

Spend Years Figuring Out (5-10 Years) - Of course you can spend time investing on reading, researching and figuring it out or... you can just leverage on what I've done in the last 19 years and even if 1 idea works for you, that will at least teach you how to create better conversations and improve your closing ratio.

​Miss Out On Potential Income In 2021 ($10,000- $30,000?)

​Have Lesser Time With Your Loved Ones (Waste Unnecessary Hours) - Many people spend months or even years to learn a simple sales strategy. 

Uncertainty & Stress That Makes You Go Downhill ($30,000+, Probably More) - You already know doing this alone and trying to figure out is stressful. Worse still... you might just lose out on many great opportunities and end up being demotivated. 

Frequently Asked Questions
Who is Dr Sanjay Tolani?
Dr. Sanjay Tolani is a 19-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 and 5 years platinum dragon. 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 is the author of 11 best selling financial planning books, and is currently the family leader of Sanjay Mentoring Family which educates hundreds of thousands of advisors on financial planning.

In 2019, he has successfully attained 120 MDRT and his passion lies in sharing his knowledge with everyone in the mentoring family. In 2020, he has crossed 200MDRT and is currently working towards his personal goal of 365 MDRT.

Over the last decade, Dr. Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.
He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr. Sanjay happy is seeing members of his family succeeding and being professional in their line of work.

No matter how good you think you are at financial planning, there are proven practices and techniques that the pros use to close their prospect - practices and techniques that Dr. Sanjay will personally cover. So if you are thinking of bringing your professionalism and skills to the NEXT level, this upcoming program is for you!

Copy and paste what you will be taught and the results should follow.

Can I purchase the online workshop and share with my friend?
Unfortunately when you purchase the ticket, you agree to the copyright law governing the online assets. Sharing of materials will be illegal and our security system will be able to detect and ban the account. 
I realized people are charging thousands of dollars for a similar workshop 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 afterall hitting your target means getting more income for yourself and your family. 
 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.
 Why is Concept Creation Workshop 2 days?
We wanted to provide more value to the mentoring family this year. In fact, because this might be Dr. Sanjay Last few Sharing for this year, we wanted to do something really special for everyone
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 our taxation rules, industry regulations and even behaviors of the locals here.
 How did you come up with the workshop price?
We wanted the price to reflect the hunger that you have to learn and succeed, whilst being affordable as a whole.

We understand that $997 USD may seem like a lot to some advisors that's why we've decided to give a huge discount on it. 

Think about it, you're technically paying only a small fraction of the money I'e spent to acquire these skills set and experiences that I've spend 19 years acquiring. 

Think about it, the moment you close 1 case after the session, not only will you break even your investment, you'll gain a new skill set perpetually. So wouldn’t the workshop price be worth the investment?
How would I access the live workshop?
We will send you a unique link with details information to join the live workshop after you purchased. 
How long do I need to wait for the bonuses to reach me?
You can view the bonuses immediately. However the live session will only commence on the stated date.
Should new advisor attend this workshop? Will the content covered be be too advance? 
This workshop is designed specifically for new advisors and advisors who wants to work on their concept creation skills. 

If you're a new advisor, you will learn the foundation of financial planning and how you can create your own concepts to kickstart your career on the right path.

If you're an experience advisor, I will share with you how to improve your current presentation concepts and how you can alter it to make it relevant for 2021 sales. I'll show you some of my newest concepts so you can "copy and paste" while figuring out your own unique version.
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 in 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 use to cover the production cost and marketing cost.
 How will I receive the bonus recording?
We will send it to you via email. 
I want to attend the workshop but I don't have a credit card/debit card. What can I do?
Call or whatsapp our team at +91 99300 60314. They will help you. 
Will the replays be available?
No, there will be no replays. 
Sanjay Mentoring Family 2021 | All Rights Reserved