How to Create 5 Minutes Insurance Concepts from Product Illustrations & Choose The Right product Structure to 3X Your Case Size
How to Create 5 Minutes Insurance Concepts from Product Illustrations & Choose The Right product Structure to 3X Your Case Size
We just added 15 LAST MINUTE TICKETS. If you're unable to purchase, means we are fully sold out.
We just added 15 LAST MINUTE TICKETS. If you're unable to purchase, means we are fully sold out.
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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 up. 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!
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Singapore - 24th Aug 2023 (97% SOLD OUT)
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]
Singapore - 24th Aug 2023 (97% SOLD OUT)
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]
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 24th Aug 2023
Time: 6PM - 10PM
SESSIONS:
SINGAPORE
Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 24th Aug 2023
Time: 6PM - 10PM
Introducing Product Concepts 2023
An Exclusive Masterclass To Help You Utilize Product Illustrations Like An Expert.
From: Dr Sanjay Tolani
Your Personal Insurance Mentor
21 X MDRT, 2 X COT, 17 X TOT, 500 MDRT in 2022.
“I'm revealing my August 2023 Product Concepts scripts and showing you how I'm closing 10+ cases weekly because of it.”
CUSTOM JAVASCRIPT / HTML
Why Attend Product Concepts 2023
Who Can Best Benefit From This Live Session?
Who Stands to Gain the Most from This Live Session?
You're likely aware that the rising interest rate environment is causing a shift in the financial landscape. Traditional product structures that advisors have been accustomed to are becoming less attractive. This shift presents a unique opportunity for those who understand how to restructure their own product offerings. They will stand out and thrive in this new environment.
“Product Concepts 2023 is designed to equip you with the knowledge and skills to navigate this shift.”
Let me summarize 4 benefits for attending this session(if you are able to get the tickets):
Benefit #1: You Will Be Able To Handle Clients Concern About Insurance Product Illustrations
Some prospects are overwhelmed by the complex tables in product illustrations and are unsure how to interpret them. You will learn the soft skills & scripts to handle the most recent client concern and hopefully it can help you position yourself as a reliable advisor in this uncertain period of time.
Specifically I want to be covering in details:
Benefit #1: You Will Be Able To Handle Clients Concern About Insurance Product Illustrations
Some prospects are overwhelmed by the complex tables in product illustrations and are unsure how to interpret them. You will learn the soft skills & scripts to handle the most recent client concern and hopefully it can help you position yourself as a reliable advisor in this uncertain period of time.
Specifically I want to be covering in details:
“I’m confused by the product illustration, can you explain it to me?” “How can I use this illustration to create a winning insurance concept?”
Benefit #2: You Will Know How To Choose The Right Product Structure
You will learn my framework & rules ( which I spent the last 20 years designing) on how to choose the right product structure that can triple your case size.
The question is what’s the “correct” product structure right now for clients of different net worth and financial conditions?
I'll show you how do you make use of existing products to create offers that can help with your prospect with rising & uncertain future interest rates.
You will learn my framework & rules ( which I spent the last 20 years designing) on how to choose the right product structure that can triple your case size.
The question is what’s the “correct” product structure right now for clients of different net worth and financial conditions?
I'll show you how do you make use of existing products to create offers that can help with your prospect with rising & uncertain future interest rates.
Benefit #3: You Will Master the "7 Illustration Prospecting Concepts"
In a fluctuating market, clients are constantly looking to restructure their portfolios. This not only applies to your existing clients but their friends as well. In this session, you will delve into 7 different illustrations and learn how to create unique 5-minute prospecting concepts from each. This practical knowledge will equip you with actionable insights and reduce unnecessary lengthy meetings.
Let me share a brief story. When I first started in the industry, I met a client who asked tough questions about product illustration. I panicked and struggled to answer some of his tough questions.
After sharing this experience with my father (Who is a veteran in the industry), he told me, "Sanjay, product illustration is the bread and butter of this industry. If you cannot read an illustration well, it's like a doctor trying to read the guidebook during an operation." This was a turning point in my career.
In a fluctuating market, clients are constantly looking to restructure their portfolios. This not only applies to your existing clients but their friends as well. In this session, you will delve into 7 different illustrations and learn how to create unique 5-minute prospecting concepts from each. This practical knowledge will equip you with actionable insights and reduce unnecessary lengthy meetings.
Let me share a brief story. When I first started in the industry, I met a client who asked tough questions about product illustration. I panicked and struggled to answer some of his tough questions.
After sharing this experience with my father (Who is a veteran in the industry), he told me, "Sanjay, product illustration is the bread and butter of this industry. If you cannot read an illustration well, it's like a doctor trying to read the guidebook during an operation." This was a turning point in my career.
“Now since I master how to read an illustration well, I want to gift you this skillset I’ve spent a decade acquiring and fine tuning”
Benefit #4: You Will Discover the "8-Minute Client Illustration Framework"
Imagine being able to explain complex product illustrations to your clients in just 8 minutes. In this session, you will discover an effective process to do just that. You'll learn the right choice of words to maintain professionalism and stand out in your client communications.
I remember sitting down with my father, who showed me several methods and strategies to read illustrations quickly. He even showed me the "choice of words" to use when explaining to clients and prospects. From then on, my career changed. Clients saw me in a different light because I was able to explain every term in the illustration not only in an easy-to-understand manner but also while maintaining my professionalism.
Remember, it's not your fault if you're not familiar with product illustrations. Many advisors are not taught how to read them correctly.
However, I've observed a relationship between top insurance salespeople and their ability to read illustrations.
Imagine being able to explain complex product illustrations to your clients in just 8 minutes. In this session, you will discover an effective process to do just that. You'll learn the right choice of words to maintain professionalism and stand out in your client communications.
I remember sitting down with my father, who showed me several methods and strategies to read illustrations quickly. He even showed me the "choice of words" to use when explaining to clients and prospects. From then on, my career changed. Clients saw me in a different light because I was able to explain every term in the illustration not only in an easy-to-understand manner but also while maintaining my professionalism.
Remember, it's not your fault if you're not familiar with product illustrations. Many advisors are not taught how to read them correctly.
However, I've observed a relationship between top insurance salespeople and their ability to read illustrations.
“The top 1% of advisors are probably taught how to present illustrations correctly, and the process of explaining them to prospects and clients can affect your closing ratio exponentially.”
What Will You Learn In Product Concepts 2023?
Let Me Show You What You'll Be Learning During This Exclusive Seminar
If you're ready to embark on your Product Concept 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).
Here's what you can anticipate:
Uncover the root of sales stagnation holding 90% of advisors back and discover what is your winning product structure to 3x your case size.
2nd Hour - Mastering Illustration Reading: An Underwriting Expert's Perspective
Learn to study and read a product illustration like an underwriting expert. Utilize a specially designed checklist to understand the design and key elements of insurance illustrations, enhancing your product knowledge and client communication.
3rd Hour- 7 Illustration Prospecting Concepts
Explore 7 different illustrations and learn to create unique 5-minute prospecting concepts from each. This practical session will equip you with actionable insights & reduce long unnecessary meeting time.
4th Hour - The 8-Minute Client Illustration Framework
Discover an effective process to explain illustrations to clients. Learn the right choice of words to maintain professionalism and stand out in your client communications.
Details Of Product Concepts 2023 Offline
Where, When & What Time?
SINGAPORE
Venue Address:
11 Eunos Road 8,
Lifelong Learning Institute,
S(408601), Singapore
Date: 24th Aug 2023
Time: 6PM - 10PM
Status: 97% TICKETS SOLD OUT
- 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 “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 PRODUCT CONCEPTS 2023 Where I Will Be Sharing The Following:
- Understanding 2023 Insurance Product Design & Structure - Uncover the root of sales stagnation holding 90% of advisors back and discover what is your winning product structure to 3x your case size.
- Mastering Illustration Reading: An Underwriting Expert's Perspective - Mastering Illustration Reading: An Underwriting Expert's Perspective
- 7 Illustration Prospecting Concepts - Explore 7 different illustrations and learn to create unique 5-minute prospecting concepts from each. This practical session will equip you with actionable insights & reduce long unnecessary meeting time.
- The 8-Minute Client Illustration Framework - Discover an effective process to explain illustrations to clients. Learn the right choice of words to maintain professionalism and stand out in your client communications.
Listen To Others Who Have BENEFITED!
I'm going to let other advisors prove to you why you should attend Product Concepts 2023
"I attended Concept Presentation 2023 and I tested Dr. Sanjay's strategies. I am doing 3x better in a short 4 months time."
I've attended Dr. Sanjay's 2023 Concept Presentation session and since then I have been adopting his strategies and mindset in selling insurance. I used to focus on traditional methods but it made me realized my conversations were very uninteresting and pushy hence my results were not what I expected.
After implementing Dr. Sanjay's advice, the way I work changed and I'm doing 3X much better now in a short 4 months. Will definitley join the Product Concepts 2023 and I hope I can get a seat to learn how to utilize product illustrations.
Kelly, Financial Planner
"I've been using Dr. Sanjay's Concepts since 2020 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!
Jason, 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"
By now you're probably still have some questions... Let me answer them for you just in case.
Who should come for this Product Concept session?
This workshop is designed for financial advisors who are looking to enhance their understanding of product illustrations and how to leverage them to create compelling insurance concepts. Whether you're a seasoned advisor or new to the industry, this workshop will equip you with the skills and knowledge to navigate the shifting financial landscape and stand out in your client communications.
Would it improve my income in 2023?
Absolutely! The ability to read and present product illustrations effectively is a common trait among the top 1% of advisors. By mastering this skill, you'll be able to create unique insurance concepts that can triple your case size. This not only increases your sales but also positions you as a reliable and professional advisor in the eyes of your clients.
What makes this different from all the past workshops you have?
Unlike past workshops, "Product Concepts 2023" focuses specifically on product illustrations - a topic that has not been covered in depth before. This workshop is not your usual "sales training" topic, but a "relevant timely trending" concern many advisors have. I'll show you how to turn this "disadvantage" into income opportunities by teaching you how to create winning insurance concepts from product illustrations and how to choose the right product structure that can triple your case size.
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$1,997 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 product concepts. There are no courses out there sharing methods on how to open up cases and position yourself as a 'unique' financial advisor. That is why I'm going to show you step by step how I usually analyze product illustrations 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 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 Product Concepts 2023 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 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 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
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.
Here are some of the safety precautions venues are taking, which you may encounter when attending the event:
1. If you are Covid positive please do not come. Just show us your covid positive documents and we will provide a full refund.
2. 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 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 Product Concepts 2023 different from other sessions?
Unlike past workshops, "Product Concepts 2023" focuses specifically on product illustrations - a topic that has not been covered in depth before. This workshop is not your usual "sales training" topic, but a "relevant timely trending" concern many advisors have.
I'll show you how to turn this "disadvantage" into income opportunities by teaching you how to create winning insurance concepts from product illustrations and how to choose the right product structure that can triple your case size.
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 unique advisor who can utilize product illustrations like an expert.
Whether you're a seasoned advisor or new to the industry, this workshop will equip you with the skills and knowledge to navigate the shifting financial landscape and stand out in your client communications.
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 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.