Attention: Want To Enter The "Insurance As An Investment" Market in 2023?
Just Give "Dr Sanjay 4 Hours" And He'll Show You How To Quickly Open Up A Completely New "Opportunity" For Your Insurance Business (Even if you currently have knowledge on this market or don't know how to get started)
97% seats have aleady been TAKEN UP, registration link will be closed soon!
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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 usually only shares these strategies in his Big Case Closer Sessions but has decided to make an exception for this event.
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.
REGISTRATION CLOSING SOON!
20th Nov: 97% SEATS SOLD OUT
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 - 20th November 2022
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each]
Malaysia - 22nd November 2022
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]
Singapore - 20th November 2022
1 X Ticket - US$97 [Save US$900]
3 X Ticket - US$70 Each [Save US$927 each]
Malaysia - 22nd November 2022
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]
Note: *All participants entering or attending the event venue must be fully vaccinated.
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 20th November 2022
Time: 1PM - 5PM
MALAYSIA (Petaling Jaya)
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 22nd November 2022
Time: 1PM - 5PM
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 20th November 2022
Time: 1PM - 5PM
MALAYSIA (Petaling Jaya)
Venue: PJ Live Arts @ Jaya One, 72A Jalan Universiti, 46200 Petaling Jaya.
Date: 22nd November 2022
Time: 1PM - 5PM
An Exclusive Masterclass To Show You How To “Pre-Launch” & Excite Your Clients To Invest Consistently In Insurance in 2023
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 15 X TOT , 372 MDRT in 2021.
Dear Future Financial Planner,
Wouldn't it be great if you have a new "Skill" & new "Market" that you can bring with you into 2023 that gives you a competitive advantage over others in the market?
Have you ever wondered why some advisors simply close 5 - 10x larger cases than others while using the same amount of time? Why is it that top advisors' clients are more willing to put money in insurance while others struggling with stagnated income try to convince their clients of the importance of insurance as a protection tool?
The key might just lie in these top advisors realised they have to eventually "pivot" into insurance as an investment.
Now let me explain it...
For many years, most advisors have looked at selling insurance as a risk management tool or portfolio hedging tool and advised clients to use it to hedge against a portfolio, but a small group of top advisors (including myself) realised that if they can help their clients see insurance as an investment, clients will naturally be more willing to invest their money into insurance.
Yes... this is also what helps me achieve more than 372 MDRT alone last year. Because I simply prepare my clients to invest their money into insurance every single year.
Over the years, I realised that many advisors want to know how to position insurance as an investment to richer clients but most of them don’t know how to even get started or enter this market.
To be honest, it is actually not difficult but you simply need someone who has done it to show you how to get it done.... and once you learn this NEW skill set of selling insurance as an investment, your clients will now view you as the "right" guy to go to for investment advice.
Having spent the last 21 years in this industry, closing multiple giant cases in the financial planning world, I have invented a set of strategies and a blueprint to teach advisors how to position insurance as an investment and EXACTLY what to say (especially in the last 2 weeks of December 2022) to get them excited to invest consistently in insurance.
That is why I’ve decided to organize "Insurance As An investment 2023", a 4-hour seminar to show you everything I know on how to “pre-launch” and make your clients excited to invest consistently in insurance in January 2023 in Singapore & Malaysia.
My intention is to show you how you can potentially open up a new market in 2023, especially with the rising interest rate.
Just to be absolutely clear: "Insurance as an investment 2023" is about equipping you with a UNIQUE skill set that every advisor should, by right, know like the back of their hand…
If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the Insurance As An Investment 2023.
*Note: It will be my first and only time teaching this topic for 2023 and I want to keep this session behind closed doors because I don't want any of the strategies I'm going to share to be recorded or shared openly. *
CUSTOM JAVASCRIPT / HTML
Why Attend Insurance As An Investment 2023?
Who Can Best Benefit From This Live Session?
You probably already know that interest rate and inflation has been on the rise and many clients starting to raise more tough objections when you try to pitch about insurance to them, especially when you try to bring it up as a protection tool. I've recorded a short video (below) to share with you why I'm doing this session and how different it is from all the past sessions I've covered.
Of course, I will be covering a list of 2023 sales strategies too on the event day itself but the focus of this session is to give you a good foundation so you'll walk out the session feeling confident to talk about insurance as an investment and this will work extremely well with wealthier prospects.
Also I don't want these content recorded on camera... so we have to do it offline instead.
Let me summarize some quick benefits for attending this session:
How insurance is used as an investment strategy - rather than the traditional protection manner. We always tell our clients “what if you die… what if you fall sick” these are very fear based way of selling, but during covid, I realized when I start changing the conversation to happiness altogether with positioning insurance as a long term investment and with the unique benefits of insurers, I exponentially increased my sales and I'm confident it will work for you as well.
You will master Insurance as an investment timeline concepts - some conversation starters I usually use to get my clients excited about buying insurance the following year, basically these conversations change every day of the year so I'll be telling you exactly what I'll be saying this upcoming year to get my clients excited about insurance and you can simply copy and adapt them if you like. These conversation starters will be relevant to the Singaporean & Malaysian markets.
Have a set of strategies to prepare your clients during December to invest in insurance in the beginning of the following year - there are a series of steps I execute accordingly and that is also how I’m able to achieve my TOT usually on the first 3 days of the year (if not sooner). I'll show you the system I've been using and how it can work to your advantage.
It allows you to earn more income by closing bigger cases - When you explore the Insurance as an investment market, you soon realize that the case sizes are usually much larger and so is your overall income received from handling the case. I will show you exactly how to structure your conversation so that HNW and richer clients will feel that they need to invest more in insurance products in 2023 and will continue to invest with you as a long term strategy.
If you do it right, you will see lots of opportunities coming your way - Since only very few advisors understand how to position insurance as an investment, majority of financial advisors have not crossed into this territory yet. If you learn the correct strategies you are able to position yourself as professional and build your reputation from there very quickly. 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 do not even know they can position insurance as an investment... So if they can master it, it might change their career forever..."
It's not your fault if you don't know how financial advisors should get started in this market, because when I got started, nobody taught it to me either.
But after studying my PhD, writing countless of exams and achieving certifications, speaking to many rich clients and testing for 21 years, I've designed all these frameworks from scratch.
Good news is that you do not even have to waste your time figuring it out, because I'll just be sharing them with you in the November session.
Remember this, I'm not a trainer and I am ONLY doing this session because I realized that many of the advisors who attended my recent session are still not exploring these huge opportunities and I want to help.
"This Is Why I'm Revealing Everything I KNOW at Insurance As An Investment 2023... I Will Share With You A NEW SKILLSET & MARKET you can explore to start 2023 stronger than ever..."
Let me quickly run you through what I'll be sharing at the seminar.
What Will You Learn In Insurance As An Investment 2023?
Let Me Show You What You'll Be Learning During This Exclusive Seminar
If you're ready to learn How To Quickly Open Up A Completely New "Opportunity" For Your Insurance Business in 2023 (Even if you currently have knowledge on this market or don't know how to get started), 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 like this.
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 - Learn the structure & foundation on how insurance is used as an investment strategy - Learn the framework on how to position insurance as an investment and how it is used differently from a typical risk management tool or portfolio hedging strategy
2nd Hour - How to sell insurance as an investment - Learn the step by step process of how to sell larger cases with insurance as an investment and the insurance products to use to achieve this.
3rd Hour - Copy & Paste 2023 Insurance Pre-launch Conversations - A set of strategies to prepare your clients during December to invest in insurance in the beginning of the following year. P. S. that is also how I’m able to achieve my TOT usually on the first 3 days of the year (if not sooner)
4th Hour - Unlock Insurance Investment “Multiplier” Strategy - A unique insurance investment strategy to help with rising interest rate - which I only reveal in an offline- non-recorded session.
And the list goes on... I will reveal more nearer to the date of the event.
Details Of Insurance As An Investment 2023 Offline
Where, When & What Time?
SINGAPORE
Venue Address:
11 Eunos Road 8,
Lifelong Learning Institute,
S(408601), Singapore
Date: 20th November 2022
Time: 1PM - 5PM
Status: Selling Fast!!
MALAYSIA (Petaling Jaya)
Venue Address:
PJ Live Arts @
Jaya One, 72A Jalan Universiti,
46200 Petaling Jaya.
Date: 22nd November 2022
Time: 1PM - 5PM
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.
- 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 “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 Insurance As An Investment 2023 Where I Will Be Sharing The Following:
- Learn the structure & foundation on how insurance is used as an investment strategy - Learn the framework on how to position insurance as an investment and how it is use differently from a typical risk management tool or portfolio hedging strategy.
- How to sell insurance as an investment - Learn the step by step process of how to sell larger cases with insurance as an investment and the insurance products to use to achieve this.
- Copy & Paste 2023 Insurance Pre-launch Conversations - A set of strategies to prepare your clients during December to invest in insurance in the beginning of the following year. P.s. that is also how I’m able to achieve my TOT usually on the first 3 days of the year (if not sooner)
- Unlock Insurance Investment “Multiplier” Strategy - A unique insurance investment strategy to help with rising interest rate - which I only reveal in an offline - non-recorded session.
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend "Insurance As An Investment 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 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 Diana From Singapore Achieved Her 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 realized many advisors would like to jump into insurance as an investment market but don't know how to get started. There are many courses out there teaching advisors general methods which I find it tedious and not effective. 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 as a practitioner myself and I will share with you what many of the top advisors in my inner circle are doing right now that is giving them massive 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 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 & 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.
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. 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.
4. 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 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 Insurance As An Investment 2023 different from other sessions?
Insurance As An Investment 2023 is designed with only one purpose to show you everything I know on How to “pre-launch” and make your clients excited to invest consistently in Insurance in January 2023 in Singapore & Malaysia.
Having spent the last 21 years in this industry, closing multiple giant cases in the financial planning world, I have invented a set of strategies and a blueprint to teach advisors how to position insurance as an investment and what to say EXACTLY (especially in last 2 weeks of December 2022) to get them excited to invest consistently in insurance.
My intention is to show you how you can potentially open up a new market in 2023, especially with the rising interest rate.
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 designed specifically for new advisors and advisors who want to gain new knowledge and want to learn how to position themselves as a valuable advisor for their clients in 2023.
For new advisors, you will learn about the strategies you can use to position insurance as an investment in 2023 for your prospects.
For experienced advisors, you will be able to pick up ideas on how Dr. Sanjay does financial planning for clients so you can use them and have a strong start in 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.