Learn How To Position Yourself As An Estate Planning Advisor Without The Need To Write Wills And Setup Trust

Learn How To Position Yourself As An Estate Planning Advisor Without The Need To Write Wills And Setup Trust

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Remember: All strategies shared are tested and proven. These are not just theories.
Remember: All strategies shared are tested and proven. These are not just theories.
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.
USUAL PRICE: US$997
NOW: SPECIAL DISCOUNTED PRICE!

As a ticket purchaser, you certify that all members of your party will follow the safety requirement specified at the FAQ Section at the end of the page. Please understand the health guidelines and entry requirements before you purchase.

As a ticket purchaser, you certify that all members of your party will follow the safety requirement specified at the FAQ Section at the end of the page. Please understand the health guidelines and entry requirements before you purchase.

Singapore - 28th April 2022
1 X Ticket - US$147 [Save US$850]
3 X Ticket - US$97 Each [Save US$900] 
5 X Ticket - US$80 Each [Save US$917]
10 X Ticket - US$70 Each [Save US$927]
Malaysia - 2nd May 2022 & 21st May 2022
1 X Ticket - US$127 [Save US$870]
3 X Ticket - US$77 Each [Save US$920] 
5 X Ticket - US$65 Each [Save US$932]
10 X Ticket - US$50 Each [Save US$947]
Malaysia - 21st May 2022
1 X Ticket - US$127 [Save US$870]
3 X Ticket - US$77 Each [Save US$920] 
5 X Ticket - US$65 Each [Save US$932]
10 X Ticket - US$50 Each [Save US$947]
Note: *All participants entering or attending the event venue must be fully vaccinated.

SESSIONS:

MALAYSIA (Petaling Jaya)

SESSION 2 - NEW SESSION!!
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 21st May 2022
Time: 1PM - 5PM

SESSIONS:

MALAYSIA (Petaling Jaya)

SESSION 2 - NEW SESSION!!
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti, 46200 Petaling Jaya.
Date: 21st May 2022
Time: 1PM - 5PM

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Special Offer Click Here Yes! I Want To Learn From Dr. Sanjay!
Introducing Estate Planning Wokrshop 2022
An Exclusive Masterclass To Help You Open Up More Cases In 2022

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 15 X TOT , 372 MDRT in 2022.
Dear Future Financial Planner, 

Do you know that 90% of financial advisors do not know how to position themselves in an estate planning process? 

Many end up spending unproductive time on estate planning activities that they are not specialized in.

Estate Planning is the process of transferring wealth from one generation to the next generation. It is important that every individual who has any assets should do estate planning.

Imagine this: What if you were able to give detailed advice to your clients on how to transfer their wealth to the next generation without spoiling them? 𝗪𝗼𝘂𝗹𝗱𝗻’𝘁 𝘁𝗵𝗮𝘁 𝗯𝗲 𝗮𝗱𝗱𝗶𝗻𝗴 𝘁𝗿𝗲𝗺𝗲𝗻𝗱𝗼𝘂𝘀 𝘃𝗮𝗹𝘂𝗲?

Here’s the problem: We know that everyone needs estate planning. Yet not many advisors are equipped with the right knowledge to create a tailored estate plan for each of their clients.

Many advisors also have the misconception that estate planning is only applicable to the rich. But they are wrong...

Estate planning is for everyone! Anyone with assets will need proper estate planning to properly distribute them. 

In fact, estate planning is a skill set that every single financial advisor should know and MUST know.

Having spent the last 19 years creating some of the biggest estate plans in the financial planning world, I have invented a set of strategies and a blueprint to teach advisors how to step-by-step create an estate plan for their client.

That is why I’ve decided to organize Estate Planning 2022, a 4 hour seminar to show you everything I know on estate planning. My intention is to show you how you can potentially open up a new market or service your existing clients using estate planning. 

Just to be absolutely clear: Estate Planning 2022 is about equipping you with a UNIQUE skill set that every advisor should, by right, know like the back of their hand… It’s about teaching you how to do proper estate planning for your client.

I will personally reveal my estate planning strategies that I have accumulated through many years of experience in the field.

If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the Estate Planning 2022. 

*Note: All Information shared is for financial advisors ONLY. If you're not an advisor, please do not join this session.*
    CUSTOM JAVASCRIPT / HTML
    Why Attend Estate Planning 2022?
    Who Can Best Benefit From This Live Session?
    Do you know that many advisors miss out on the opportunity of closing a bigger case because they were not even taught on how to do estate planning properly?

    There are many benefits of estate planning and I want you to watch this video (I've prepared many years back) talking about why you should learn estate planning. 
    Let me summarize some quick benefits for attending this session: 

    It positions you as a credible advisor - Who doesn’t like a knowledgeable advisor isn’t it? Imagine your financial advisor now knows about how to plan your estate too, wouldn’t it make you want to work with him more and seek more life and financial advice from him?

    It allows you to earn more income by closing bigger case - Estate planning as the name suggest deals with your client “estate”. This means that at the point of discussion, your clients will be more willing to invest a “significant amount” of capital and resources. This will usually lead to higher case size & is also a good time to talk about next generation financial planning.

    It builds up your reputation and brings in more recommendations- Since estate planning is a niche type of services, there are very few players in this niche. This allows you to position yourself as professional and build up your reputation. Also because of the complexity of this knowledge, you will generally be more respected and if your advice is good, you will definitely have an in flow of recommendations.

    "I realized many advisors have learnt Estate Planning Wrongly... It is not about will writing..."

    It's not your fault if you don't know how financial advisors should play a part in estate planning, because nobody taught me that in the past too. 

    I've attended many expensive estate planning classes when I was younger and ended up realizing they don't work for advisors at all. 

    The advice given to me was to write a will for a client and hopefully after I finish writing the will, the client will share with me his estate portfolio and “IDEALLY” I can now do financial planning for his portfolio. 

    What if I tell you, you don't have to do that and in the upcoming Estate Planning 2022 I will change the way you think about estate planing? 

    Like you, I sell insurance and to be honest, estate planning in 2022 has changed a lot. Even theories and strategies I taught in 2019 has changed and that's why I find this session EXTREMELY meaningful, because I can teach you first hand on my latest strategies and case study. 

    For those who wants a quick idea of "how life insurance work in estate planning", you can watch this video below:

    "This Is Why I'm Revealing Everything I KNOW at Estate Planning 2022... I Will Tell You What's Working And What's Not."

    To be honest this is the first offline event I'm conducting for the family after 2 years of sharing online, and I can only tell you I'm super excited!

    Let me quickly run you through what I'll be sharing at the seminar. 
    What Will You Learn In Estate Planning 2022?
    Let Me Show You What You'll Be Learning During This Exclusive Seminar

    If you're ready to embark on your estate planning journey with me,  the following graphics will summarize what I will be sharing.

    Note: (Now this is rough outline, of course I will be sharing more than what is written here. There are some strategies I only want to be sharing offline (not recorded). This is also the reason why you have never seen me selling ANY online courses on estate planning. 

    Here’s what you can expect:

    1st hour: Master The Foundation Of Estate Planning 
    I will show you how to position yourself in an estate plan, what to do and what to avoid. 

    2nd Hour - Learn 2022  Estate Planning Pyramid Framework
    I will be teaching you my estate planning pyramid framework which I design to explain estate planning to my own clients. I will show you how it works and step by step explain every segment to you in details 

    3rd hour: How to sell Estate Planning in 2022
    I will show you the exact estate planning presentations, objections and closing strategies I use to close estate planning cases in 2022. 

    4th hour: Understand the market trend for Estate Planning and how you can make use of it to open up new markets for yourself. 
    Learn how to create meaningful estate planning partnership in 2022 and how you can prospect richer clients using estate planning as a topic. 

    Details Of Estate Planning 2022 Offline
    Where, When & What Time?

    MALAYSIA (Kuala Lumpur)

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

    Date: 21st May 2022
    Time: 1PM - 5PM
    Status: 50% sold out.

    Here are some of the safety precautions venues are taking, which you may encounter when attending the event:

    •  All participants entering or remaining in the event venue must be fully vaccinated. 
    • ​The venue requires all attendees to wear a mask during the event.
    • ​Our team will be checking if you're fully vaccinated at the entrance and making sure you scan the entry QR code.
    • If you have contracted covid during the past 5 days or on the day of the event, please DO NOT ATTEND the event. Just show us your covid positive documents proof and we will provide you with a full refund. 
    • ​Our team is allowed to deny entry to any participants, without providing a refund, for those who fail to follow the safety precautions above or violate any of the above instructions.

    *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 “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 Estate Planning 2022 Where I Will Be Sharing The Following: 

    • Master The Foundation Of Estate Planning - I will show you how to position yourself in an estate plan, what to do and what to avoid.
    • Learn 2022 Estate Planning Pyramid Framework - I will be teaching you my estate planning pyramid framework which I design to explain estate planning to my own clients. I will show you how it works and step by step explain every segment to you in details
    • How to sell Estate Planning in 2022 - I will show you the exact estate planning presentations, objections and closing strategies I use to close estate planning cases in 2022.
    • Understand the market trend for Estate Planning and how you can make use of it to open up new markets for yourself - Learn how to create meaningful estate planning partnership in 2022 and how you can prospect richer clients using estate planning as a topic. 
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend Estate Planning 2022
    "I attended Estate Planning 2019 and I tested Dr. Sanjay's strategies. Today I am doing 6x Better than in 2019" 
    I've attended Dr. Sanjay's 2019 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 Estate Planning 2022 and I hope I can get a seat. 

    Raymond, Financial Planner
    "The best Estate Planning session I've attended so far in my career... 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.

    Benedict, Financial Planner
    "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
    "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 Advance Concepts In 2020 And Saw Massive Results"

    Why Is This Event So Affordable...? What's Wrong?

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

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

    #Reason 2: I want more advisors to join this session & help more advisors who are struggling and lost - I realized many advisors 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 it 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 2022. 

    #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 Estate Planning 2022 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 Seminar

    I'm sorry for being direct, but I'm not welcoming any estate planning trainers to attend my estate planning 2022 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 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 2021, he has sucessfully completed 372 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. 
    What is require for me to join this session?
    *All participants entering or remaining in the event venue must be fully vaccinated.  

    Our team will be checking if you're fully vaccinated at the entrance and making sure you scan the entry QR code. 

    For Singapore: 
    An individual is considered fully vaccinated if he/ she (a) has received the full regimen of a WHO EUL vaccine, or (b) within the 180-day exemption period after recovery from COVID-19. From 14 February 2022, participants resident in Singapore aged 18 years and above and who have completed the primary vaccination series will be considered fully vaccinated for up to 270 days after the last dose of the primary vaccination status. Thereafter, such participants who are eligible for booster vaccination must do so in order to remain fully vaccinated.
    Here are some of the safety precautions venues are taking, which you may encounter when attending the event:
    1. All participants entering or remaining in the event venue must be fully vaccinated. 

    2. The venue requires all attendees to wear a mask during the event.
     
    3. Our team will be checking if you're fully vaccinated at the entrance and making sure you scan the entry QR code. 

    4. If you have contracted covid during the past 5 days or on the day of the event, please DO NOT ATTEND the event. Just show us your covid positive documents proof and we will provide you with a full refund. 

    5. Our team is allowed to deny entry to any participants, without providing a refund, for those who fail to follow the safety precautions above or violate any of the above instructions.

    As a ticket purchaser, you certify that all members of your team will follow the requirements specified above.
    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 Estate Planning 2022  different from other sessions?
    Estate Planning 2022 is designed with only one purpose, to show you how you can position yourself in an estate planning process. There are many courses teaching advisors on esate planning, but very few are focus on how inusurance advisor can play a role in 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 Estate Planning Advisor without the need to write wills and setup trusts.

    For new advisors, you will learn about the basics of estate planning and how you can position youself 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 2022. Dr Sanjay will be sharing some of his new estate 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 esate 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. 

    Sanjay Mentoring Family 2022 | All Rights Reserved