How To Apply Simple Life Insurance Concept Presentations That Can Help You Open Up 50% More Cases In 2023

How To Apply Simple Life Insurance Concept Presentations That Can Help You Open Up 50% More Cases In 2023

Last 4 Seats For Singapore. 9 Seats Left For Malaysia. Closing Registration Tonight!
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Remember: All strategies shared are tested and proven. These are not just theories. Dr Sanjay usually only share these strategies in his Big Case Closer Program but has decided to make an exception for this event. 
Remember: All strategies shared are tested and proven. These are not just theories. Dr. Sanjay is a full time practitioner and applies these strategies himself.
Note: We only have limited seats for our offline meet up. Please do grab them while you can. Once our early bird tickets are taken up, our price will be back to our usual price.
USUAL PRICE: US$997
>97% SOLD OUT!
>97% SOLD OUT!
Singapore - 29th May 2023 [4 tickets left!]
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each] 
5 X Ticket - US$65 Each [Save US$932 each]
10 X Ticket - US$60 Each [Save US$937 each]

Malaysia (PJ) - 31st May 2023 [9 tickets left!]
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3 X Ticket - US$65 Each [Save US$933 each]
5 X Ticket - US$60 Each [Save US$937 each]
10 X Ticket - US$50 Each [Save US$947each]
Singapore - 29th May 2023
[4 tickets left!]
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each] 
5 X Ticket - US$65 Each [Save US$932 each]
10 X Ticket - US$60 Each [Save US$937 each]

Malaysia (PJ) - 31st May 2023
[9 tickets left!]
1 X Ticket - US$87 [Save US$910]
3 X Ticket - US$65 Each [Save US$933 each]
5 X Ticket - US$60 Each [Save US$937 each]
10 X Ticket - US$50 Each [Save US$947each]

SESSIONS:

SINGAPORE

Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 29th May 2023
Time: 1PM - 5PM

MALAYSIA (Petaling Jaya)

Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 31st May 2023
Time: 2PM - 6PM

INDIA (Mumbai)

Venue: Bal Gandharv Mandir, Junction of 24th and 32nd Road, Near Patwardhan Park, Bandra West, Mumbai - 400050
Date: 8th June 2023
Time: 10AM - 1PM
Reserve tickets here: +91 99300 60314

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 have the rights to move the session online to ensure everyone's safety while still providing the valuable content you expect.

SESSIONS:

SINGAPORE

Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 29th May 2023
Time: 1PM - 5PM

MALAYSIA (Petaling Jaya)

Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti, 46200 Petaling Jaya.
Date: 31st May 2023
Time: 2PM - 6PM

INDIA (Mumbai)

Venue: Bal Gandharv Mandir, Junction of 24th and 32nd Road, Near Patwardhan Park, Bandra West, Mumbai - 400050
Date: 8th June 2023
Time: 10AM - 1PM
Reserve tickets here: +91 99300 60314

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 have the rights to move the session online to ensure everyone's safety while still providing the valuable content you expect.

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Special Offer Click Here Yes! I Want To Learn From Dr. Sanjay!
Introducing "Concept Presentation 2023"
An Exclusive Masterclass To Show You How To Apply Simple Life Insurance Concept Presentations That Can Help You Open Up 50% More Cases In 2023

From: Dr. Sanjay Tolani

Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 16 X TOT , 500 X MDRT in 2022.
Dear Future Financial Planner, 

Imagine this: What if you could effectively explain the importance of insurance to your clients and win their trust within minutes by using powerful concept presentations? Wouldn't that be a skill you want to acquire in 2023?

Just the other day, I found myself in a cafe, overhearing an insurance agent making a sales pitch. To be completely honest, I was a bit taken aback by the approach she used. Here's what happened:

She started off by reviewing her client's current plan, pointing out where improvements could be made. But what struck me was that she didn't suggest an increase in coverage. (Sometimes, simply asking can make all the difference!)

Next, she switched to what I call the "supermarket strategy." On her iPad, she displayed six different plans and casually told the client, "If you want any of these, just let me know."

That disappointed me. If she had started with a clear 5-minute concept talk, she could have easily helped her client see what coverage she was missing. Then, they could have talked about specific plans that fill those gaps.

As Albert Einstein once said, "If I had an hour to solve a problem, I'd spend 55 minutes thinking about the problem and 5 minutes thinking about solutions." The same principle applies to providing advice.

In the upcoming Concept Presentation 2023 workshop, I'll walk you through several such concepts. By the end of it, you'll be able to position yourself as a "SOLUTION PROVIDER" rather than a "supermarket aisle".

Remember, the more clearly you can highlight the potential issues in a client's coverage by using concept presentations, the better they'll understand their own needs. This understanding will make them see your value and they'll want to continue working with you to fill those gaps.

It's about offering targeted, personalized advice—not just selling products off the shelf.

Ready to move beyond the "supermarket advisor?" 

Together, we'll explore the strategies and techniques that will help you make 2023 a successful year in your financial advisory career. (Limited Seats Available) See you there!
    CUSTOM JAVASCRIPT / HTML
    Why Attend Concept Presentation 2023?
    Who Can Best Benefit From This Live Session?
    Struggling with creating effective concept presentations before opening a case isn't your fault. In fact, it's a common issue among advisors, including myself in the early days. After 21 years and countless tests to find the right strategy, I've figured out what works best for me, so my presentations always hit the mark.
    Here are some reasons why you should consider coming for this live session:

    Reason #1: The past two years have seen a volatile economy, making it difficult to convince clients to invest in insurance. By 2023, learning to present insurance concepts effectively will be crucial for advisors like you.

    Reason #2: Feeling demotivated when prospects aren't convinced even after a presentation? By using interesting concept presentations that grab their attention and make your points more relatable, you'll definitely improve your case opening ratio.

    Reason #3: Building trust and rapport is getting tougher. When you struggle to attract new clients, it becomes more challenging to receive recommendations. Mastering concept presentations can help you leave a lasting impression on prospects.

    Reason #4: You're stuck selling only one product per client. Many advisors face this issue and later find their clients buying more "expensive" products from others. This could be because you're not using the right concepts during your initial presentation or when upselling. We'll address this common problem in the upcoming workshop.

    Reason #6: You're unsure about your career path and lost in finding your purpose. Many advisors don't know how their careers will develop after the second or third year. In the workshop, I'll share how you can reassess your business for exponential growth.

    Reason #7: You're tired of repeating the same thing over and over again. At some point in my career, I got so tired of using the same "script" that I decided to create my own concepts. This not only helped clients understand insurance better but also allowed me to have fresh conversations every time I met them.

    Over the past two years, we've had to adapt to changes in the world, which has been challenging for many of us, including myself. As a result, my sessions are now more focused and specific.

    As we enter 2023, I'd like to use this opportunity to teach you the most crucial aspect of the sales cycle: CONCEPT PRESENTATION. Mastering this skill will set you up for success in the years to come.

    "This Is Why I'm Revealing Everything That Has Been Working For Me At The Concept Presentation 2023 Live Session... I Will Tell You What's Working And What's Not."

    Like you, I sell insurance every day. I understand how frustrating it is to feel like you can achieve so much more in a short period of time. That's another reason why I'm conducting this session, to share how you can simplify your concept presentation process which can help open 50% more cases in 2023.

    Now, let me quickly share with you what will happen in the Concept Presentation 2023...

    Let me give you a brief overview of what I'll be sharing at the seminar.
    What Will You Learn In CONCEPT PRESENTATION 2023?
    Let Me Show You What You'll Be Learning During This Exclusive Seminar

    Last year, our Concept Presentation Masterclass welcomed over 2,000 advisors, and the feedback was phenomenal.

    The all-new Concept Presentation 2023 session is designed specifically for advisors who feel lost in the industry and are eager to keep a strong momentum for 2023.

    I understand many advisors often struggle with presenting concepts effectively to clients, and this can lead to a sense of discouragement in our profession.

    Curious about what you'll experience in this live session? Here is summary of the key topics I will  be sharing, presented in the following graphics:

    Here’s a rough outline on what we will be covering (Note: we might be covering even more deeper details on the actual day):

    1st Hour - Insurance concept foundation application -
    Build a strong foundation in insurance concept development and how you can use real life concepts to resonate with your prospects.

    2nd Hour - Case studies & role play revelation - 
    Understand how top advisors are using concepts in their daily sales in 2023 and how they are able to open up 50% more cases by working on concept presentations.
     
    3rd Hour - Concept Presentation and insurance trigger table - 
    Use the 2023 Concept Framework to make easy-to-understand concepts for different insurance products, focusing on what clients need and the benefits of each product.
     
    4th Hour - Step-by-step action plan to open up cases in Quarter 3 and 4 using relevant concepts - Develop a step-by-step action plan to open up new cases in Quarter 3 and 4 by selecting the most suitable concepts for your clients.

    And the list goes on... I will reveal more nearer to the date of the event. 

    Details Of Concept Presentation 2023 Offline Workshop
    Where, When & What Time?

    SINGAPORE

    Venue Address: 
    11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore

    Date: 29th May 2023
    Time: 1PM - 5PM
    Status: 4 Tickets Left!

    MALAYSIA (PJ)

    Venue Address: 
    PJ Live Arts @ Jaya One, 72A Jalan Universiti,
    46200 Petaling Jaya.

    Date: 31st May 2023
    Time: 2PM - 6PM
    Status: 9 Tickets Left!

    INDIA (Mumbai)

    Venue Address: 
    Bal Gandharv Mandir, Junction of 24th and 32nd Road, Near Patwardhan Park, Bandra West, Mumbai - 400050

    Date: 8th June 2023
    Time: 10AM - 1PM
    Status: 90% SOLD OUT!

    Reserve tickets here: 

    SINGAPORE

    Venue Address: 
    Stephen Riady Auditorium @ NTUC Level 7, 1 Marina Blvd, #07-01, 
    Singapore 018989

    Date: 9th January 2023
    Time: 1PM - 5PM
    Status: Selling Fast!!

    Here are some of the safety precautions to know before joining the session:

    • If you are Covid positive please do not come. Just show us your covid positive documents and we will provide a full refund. 
    • ​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.

    *As a ticket purchaser, you certify that all members of your party will follow the safety requirement specified.

    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 “ACTION” 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 Concept Presentation 2023 Where I Will Be Sharing The Following: 

    • 1st Hour - Insurance concept foundation application - Build a strong foundation in insurance concept development and how you can use real life concepts to resonate with your prospects.
    • Case studies & role play revelation - Understand how top advisors are using concepts in their daily sales in 2023 and how they are able to open up 50% more cases by working on concept presentations.
    • Concept Presentation and insurance trigger table - Use the 2023 Concept Framework to make easy-to-understand concepts for different insurance products, focusing on what clients need and the benefits of each product.
    • Step-by-step action plan to open up cases in Quarter 3 and 4 using relevant concepts - Develop a step-by-step action plan to open up new cases in Quarter 3 and 4 by selecting the most suitable concepts for your clients.
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend "CONCEPT PRESENTATION 2023"
    " I managed to open up case sizes that are 5X Larger than 2018..." 
    "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!"

    “I consider myself a new advisor and we were never exposed to the HNW Market previously... Now I'm specializing in it. ”
    "In this industry, I felt 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 the 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. " 
    "I've been using Dr. Sanjay's Ideas and 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 knew 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
    "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 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"

    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 want more advisors to join this session & help those who are struggling and lost - I learned that many advisors want to learn my concept presentation techniques and how to consistently engage clients but don't know where to start. There are many classes teaching general methods to advisors, but I find them dull and ineffective. In this session, I'll walk you through my process step by step. I'll be sharing a number of tried-and-true techniques I've used as a practitioner, and I'll also reveal what many top advisors in my inner circle are doing now to achieve outstanding results in 2023.

    #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 my session, 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 Trainers To The Seminar

    I'm sorry for being direct, but I'm not welcoming any trainers who are focusing on training to attend my seminar 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 received quite a number of feedbacks 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$2997. 

    So if you happen to see any trainers coming for the session, please invite them to leave. 

    FREQUENTLY ASKED QUESTIONS
    Who is Dr. Sanjay Tolani?
    Dr. Sanjay Tolani, a 20-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 16 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 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. 
    What happens if I'm Covid positive on the event day?
    Please do not come. Just show us your covid positive documents and we will provide a full refund. 
    Safety Notice:
    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 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 Concept Presentation 2023 different from other sessions?
    Concept Presentation 2023 is tailored to provide you with valuable insights on how to enhance your concept presentation skills and boost your client base in Singapore, Malaysia India.

    Drawing from my 21 years of experience in the industry and countless successful cases, I have crafted a distinctive set of strategies and a step-by-step guide for advisors. This comprehensive plan will help you master the art of presenting insurance concepts that resonate with your prospects, ensuring they are engaged and eager to work with you.
    Why is this event in high demand? 
    This is the first time Sanjay Mentoring Family is organizing an offline event of this calibre 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 personally because moving forward, Dr Sanjay will be busy focusing on his own insurance 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.
    Tickets access is 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 made for new advisors and those who wish to acquire fresh insights on presenting simple life insurance concepts, aiming to open 50% more cases in 2023.

    For new advisors, you'll learn innovative prospecting and concept presentation strategies to attract new clients.

    For experienced advisors, you'll gain insights into Dr. Sanjay's financial planning approach for clients, allowing you to apply these ideas and keep the momentum going for 2023.
    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 members, you will be able to attend this session for a special price. 
     How effective are these strategies shared?
    The strategies shared 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 this 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 /WhatsApp 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. 

    Sanjay Mentoring Family 2023 | All Rights Reserved