Learn How To Position Yourself To Sell Retirement Planning And Close Bigger Cases in Quarter 4.

Learn How To Position Yourself To Sell Retirement Planning And Close Bigger Cases.

Note: 70% OFF EARLY BIRD TICKETS FOR PAST SANJAY MENTORING FAMILY SUPPORTERS. Note: We're expecting high demand because this is our first time doing a retirment planning workshop after 2 years. To ensure fairness, ticket will be on a first come first serve basis.
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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
LAST FEW RESERVED TICKETS
Singapore - 17th June 2022
1 X Ticket - US$127 [Save US$870]
2 Ticket - US$174 [Save US$900] 
3 X Ticket - US$285 [Save US$902 each] 
5 X Ticket - US$425 [Save US$912 each]
10 X Ticket - US$750 [Save US$922 each]
Singapore - 17th Sept 2024
1 X Ticket - US$127 [Save US$870]
2 Ticket - US$174 [Save US$900] 
3 X Ticket - US$285 [Save US$902 each] 
5 X Ticket - US$425 [Save US$912 each]
10 X Ticket - US$750 [Save US$922 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: 17th Sept 2024
Time: 1PM - 5PM

SESSIONS:

SINGAPORE

Venue: 11 Eunos Road 8, Lifelong Learning Institute, S(408601), Singapore
Date: 17th June 2022
Time: 1PM - 5PM
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Special Offer Click Here Yes! I Want To Learn From Dr. Sanjay!
Introducing Retirement Planning Workshop 2024
An Exclusive Masterclass To Help You Open Up Bigger Case Size In 2024
Introducing Retirement Planning Workshop 2022
An Exclusive Masterclass To Help You Open Up Bigger Case Size In 2022

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
22X MDRT, 2 X COT, 17 X TOT , 1,200 MDRT in 2023
Dear Future Advisor, 

Did you know that while many advisors are taught how to do retirement planning, only a few have information on the financial strategies used by the super-rich to do retirement planning. 

With market being uncertain during this period of time, did you realized that prospect and clients who wanted to retire are struggling with managing their retirement portfolio?

Some even lost money during this period of time and as advisors, what good advice could we provide to them to assure them that the best retirement planning strategies perhaps require insurance to complement it? 

It took me a decade, working with multiple high-net-worth clients, to understand and come up with a blueprint for retirement planning. And if you have been in the industry long enough, you will understand that retirement planning is actually one of the keys to opening up big cases.

Here’s a fun fact: Many of the advisors in the market today are only taught how to do retirement planning when to comes to money and asset yet today clients are looking for more than that!

They are looking for somebody that not only know how to manage their money & asset but also somebody who can generate a comprehensive retirement plan to give them a purposeful retirement.

In this offline workshop, I will show you my personal strategy to get clients knocking my doors to talk about retirement LIVE. I will also share with you some templates scripts and framework that you can use right away to chart a successful retirement plan for your client.

This workshop will be for advisors focusing on the Singapore and expat markets, including understanding the CPF system, optimizing CPF LIFE for lifetime income, and exploring additional savings and investment strategies like the Supplementary Retirement Scheme (SRS) and private annuities. 

Most importantly, you will pick up the skill to learn how to trigger your clients' needs for retirement planning and introduce them to intergenerational planning. 

I’ll provide you with tips to help your client maximize their savings while minimizing the lifestyle impact.

It’s gonna be 4 hours of an exciting adventure.

For new advisors, you will learn the foundation required to get started in retirement planning. For experienced advisors, you will learn a few small tricks to get 20% more of your clients to take up retirement planning.

Note: The last time we did a sesssion on retirement planning is in 2022 and by now, many concepts & product features has been upated. So it is time for us to revisit the strategies we apply. 
Ready To Become A 
Professional Retirement Planner?
    CUSTOM JAVASCRIPT / HTML
    Why Attend Retirement Planning 2024?
    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 retirement planning properly? In fact if you've heard me speaking about retirement planning in the past few months, you realized retirement planning is an important aspect of our business.

    I want you to watch this short video talking about how you can change your retirement planning sales approach to close bigger cases (I will cover this in detail during the session as well). 
    "With fluctuating interest rates, an aging population, and changes in policies, how do you help high-net-worth clients secure a stable retirement in 2024? Learn strategies to engage HNW clients in opening large retirement cases by addressing their unique needs and showcasing customized retirement concepts and structures."
    Let me summarize some quick benefits for attending this session: 

    Learn how to position yourself as a credible advisor - Who doesn’t like a knowledgeable advisor isn’t it? Imagine your financial advisor now knows the in and outs of every retirement planning process, 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 - Retirement Planning is one of the key components to opening up bigger cases hence I will share with you exactly how the super-rich do their retirement planning.

    It builds up your reputation and brings in more recommendations - Since retirement planning is a specialisation services, there are very few experienced players on this ground. This allows you to position yourself as a professional and build up your reputation. Also retirement planning might seem like a easy specialisation on the surface but it is actually highly complex to create a tailor-made retirement plan especially for high-networth prospects. Once you grasps these techniques, 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 Retirement Planning Wrongly... It is not about asset accumulation."

    Throughout my years of experience handling retirement planning for clients as well as seeing how other advisors operate, I am thankful that it has provided me with a clear view of the right techniques to educate clients on retirement planning and to handle it in such a way that allows them to enjoy their later years without the unnecessary worry of any financial burden.

    At the same time, it has also taught me what NOT to do when it comes to doing retirement planning for clients.

    You see, there are certain mistakes which I have seen other financial advisors do (and which I am guilty of as well when I first started) which not only failed to properly inform clients of the right way of retirement planning, but also immediately gave the impression of the financial advisor being uneducated in this matter.

    As such, I advise you to look through these mistakes and hope that you are able to avoid them by recognizing them. I am confident that by doing so, this will greatly increase your closing ratio on retirement planning with your clients!

    "This Is Why I'm Revealing Everything I KNOW at Retirement Planning 2024... I Will Tell You What's Working And What's Not."

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

    You're going to learnt about this NEW set of retirement strategies I've created for my clients after covid period & I'm going to show you how you can apply this EXACT strategies for your clients to help them with better financial planning especially during this period of time when market is uncertain.

    Let me quickly run you through what I'll be sharing at the seminar. 
    What Will You Learn In Retirement Planning 2024?
    Let Me Show You What You'll Be Learning During This Exclusive Seminar

    If you're ready to embark on your retirement 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 retirement planning. 

    Here’s what you can expect:

    1st hour: Master The Foundation of Retirement Planning 
    We will learn the theory aspect and the practical aspect of Retirement Planning first.

    2nd Hour - How Do we formulate a Comprehensive Retirement Plan For Your Client
    I will be teaching you how you can create the best retirement plan for your clients based on their income, demographic, family size etc. Remember guys, good advice will help you to build stronger relationships and indirectly increase your recommendations.

    3rd hour: The Best Time to Sell Retirement Plan + How to Trigger Retirement Planning Conversations
    Opportunity to sell retirement plans will come and go, learn to pinpoint the best timing to sell retirement plans to your clients. You will also learn what are the conversation starters to trigger your clients to discuss about retirement planning.

    4th hour: Actionable and Tested Strategies to Open Up Bigger Cases Using Retirement Planning in 2024.
    Think BIG. Retirement Planning is one of the key components to opening up bigger cases hence I will share with you exactly how the super-rich do their retirement planning.

    Details Of Retirement Planning 2024 Offline
    Where, When & What Time?

    SINGAPORE

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

    Date: 17th June 2022
    Time: 1PM - 5PM
    Status: 80% Sold Out

    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 Receive a White Paper I wrote on Asset Structuring.

    You Will Get OFFLINE EVENT ACCESS to Retirement Planning 2024 Where I Will Be Sharing The Following: 

    • Master The Foundation Of Retirement Planning - We will first learn the theory aspect and the practical aspect of Retirement Planning.
    • How to Do a Comprehensive Retirement Plan For Your Clients - I will be teaching you how you can create the best retirement plan for your clients based on their income, demographic, family size etc. Remember guys, good advice will help you to build stronger relationships and indirectly increase your recommendations.
    • The Best Time to Sell Retirement Plan + How to Trigger Retirement Planning Conversations - Opportunity to sell retirement plans will come and go, learn to pinpoint the best timing to sell retirement plans to your clients. You will also learn what are the conversation starters to trigger your clients to discuss about retirement planning.
    • Actionable and Tested Strategies to Open Up Bigger Cases Using Retirement Planning in 2024 - Think BIG. Retirement Planning is one of the key components to opening up bigger cases hence I will share with you exactly how the super-rich do their retirement planning.
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors prove to you why you should attend Retirement Planning 2024
    "I attended Retirement 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 Retirement Planning  and since then I have been adopting his strategies and mindset in retirement planning. I used to think that retirement planning only bring small case size but Dr. Sanjay has proven how wrong my mindset was.

    After implementing Dr. Sanjay's advice, the way I work changed and I'm closing way bigger cases using retirement planning. Will definitely join Retirement Planning 2022 and I hope I can get a seat. 

    Raymond, 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 - You see, there were certain challenges that made retirement planning noticeably more difficult than the other types of financial planning that I usually did for my clients. This is because of the various misconceptions that clients often have about retirement planning, which makes it a difficult conversation. 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 Retirement 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 Retirement Planning Trainers To The Seminar

    I'm sorry for being direct, but I'm not welcoming any retirement planning trainers to attend my Retirement Planning 2024 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 retirement 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. 
    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 Retirement Planning 2024  different from other sessions?
    Retirement Planning 2024 is designed with only one purpose, to show you how you can position yourself in a retirement planning process for your client. There are many courses teaching advisors on retirement planning, but very few are focus on the correct techniques. 

    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 retirement 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 to sell retirement plans and close bigger cases with retirement planning.

    For new advisors, you will learn about the basics of retirement planning which includes the theory and practical aspects that every retirement planning advisor should know.

    For experience advisor, you will be able to pick up good retirement planning ideas to bring you more income in 2022. Dr Sanjay will be sharing some of his new retirement 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 2024 | All Rights Reserved