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.
Note: We only have limited seats for our offline meet u. Please do grab them while you can. Once it is all taken up, our price will be back to our usual price.
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.
INDIA - 25th April 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]
INDIA - 25th April 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.
INDIA (MUMBAI)
Venue: Bal Gandharv Mandir, 4th Floor
24th and 32nd Road, Near to Patwardhan Udyan, Bandra West, Mumbai, Maharashtra, 400050.
Date: 25th April 2022
Time: 10AM - 2PM
INDIA (MUMBAI)
Venue: Bal Gandharv Mandir, 4th Floor
24th and 32nd Road, Near to Patwardhan Udyan, Bandra West, Mumbai,
Maharashtra, 400050.
Date: 25th April 2022
Time: 10AM - 2PM
If you have any questions, contact our organizer at +91 99300 60314.
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 spend 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.
"I realized many advisors have learnt Estate Planning Wrongly... It is not about will writing..."
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
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?
INDIA (Mumbai)
Venue Address:
Bal Gandharv Mandir, 4th Floor
24th and 32nd Road, Near to Patwardhan Udyan,
Bandra West, Mumbai, Maharashtra, 400050.
Date: 25th April 2022
Time: 10AM - 2PM
Status: Selling Fast!
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 Strategies. Today I am doing 6x Better than in 2019"
I've attended Dr Sanjay 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 advice, the way I work changed and I'm doing much better now. Will definitley joi 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 production increase 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"
"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?
NOTE: We Are Not Welcoming Estate Planning Trainers To The Seminar
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.
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 India:
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.
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.
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.
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.