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How To Sell Insurance To High Net Worth Clients? | Property & Cash Concept Presentation 

Dr. Sanjay Tolani
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📢 𝐒𝐮𝐛𝐦𝐢𝐭 𝐲𝐨𝐮𝐫 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐭𝐡𝐞 𝐁𝐂𝐂 𝐩𝐫𝐨𝐠𝐫𝐚𝐦 𝐡𝐞𝐫𝐞: bit.ly/3bDMc78
Good news, the tutorial video where I will show you step by step on "𝐇𝐨𝐰 𝐭𝐨 𝐬𝐞𝐥𝐥 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐭𝐨 𝐫𝐢𝐜𝐡𝐞𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬" is finally ready! 🤗
You already know that 𝟐𝟎% 𝐨𝐟 𝐨𝐮𝐫 𝐞𝐟𝐟𝐨𝐫𝐭𝐬 𝐥𝐞𝐚𝐝 𝐭𝐨 𝟖𝟎% 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
In our industry, 𝐒𝐌𝐀𝐋𝐋 cases help you survive and pay the bills… 𝐁𝐈𝐆 cases will give you that windfall income and make you rich…
If you want to shortcut your success to the top, you probably have to invest time ⏳ in closing richer clients and bigger cases.
The question is…
𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐦𝐞𝐞𝐭 𝐚 𝐫𝐢𝐜𝐡 𝐜𝐥𝐢𝐞𝐧𝐭 𝐭𝐨𝐝𝐚𝐲, 𝐝𝐨 𝐲𝐨𝐮 𝐫𝐞𝐚𝐥𝐥𝐲 𝐤𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐭𝐨 𝐬𝐚𝐲 𝐨𝐫 𝐰𝐡𝐚𝐭 𝐭𝐨 𝐝𝐨? 🤔
Many advisors have been asking me “Dr. Sanjay, I know this rich guy… but I don’t know how to sell him…”
This is exactly 𝐖𝐇𝐘 I’ve come up with the Big Case Closer program, to mentor you on how to close bigger cases. But putting that aside, the focus of today’s video is to show you how to 𝐄𝐗𝐀𝐂𝐓𝐋𝐘 do it. 💯
So right now, I want you to spend a few minutes watching this video I’ve prepared for you!
𝙋.𝙎. 𝙁𝙤𝙧 𝙩𝙝𝙤𝙨𝙚 𝙬𝙝𝙤 𝙖𝙧𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩𝙚𝙙, 𝙘𝙡𝙞𝙘𝙠 𝙤𝙣 𝙩𝙝𝙞𝙨 𝙡𝙞𝙣𝙠 𝙩𝙤 𝙟𝙤𝙞𝙣 𝙩𝙝𝙚 𝙬𝙖𝙞𝙩𝙡𝙞𝙨𝙩 𝙩𝙤 𝙟𝙤𝙞𝙣 𝙩𝙝𝙚 𝙥𝙧𝙤𝙜𝙧𝙖𝙢: bit.ly/3bDMc78
Together, let's make financial planning easier and happier for everyone!

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27 июл 2024

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Комментарии : 176   
@ravirao2069
@ravirao2069 3 года назад
Dr.Sanjay amazing presentation .. I will surely use the property and cash presentation with HNI clients. Focus on building these relationships. Thank you so much liked it.
@evemunyasa6227
@evemunyasa6227 Год назад
This a fantastic way to approach high net worth individuals. I love it.
@pwong263
@pwong263 4 года назад
I like it, very precise and useful !!!
@kkww5034
@kkww5034 3 года назад
House or land is the best investment for the future generations too
@bhardwajyotsna
@bhardwajyotsna 4 года назад
I like it! You always post very high-quality content. Thank you So much! Please keep posting for guiding small advisors like me.
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your cmt my friend:)
@ushagajwani5348
@ushagajwani5348 3 месяца назад
Dr Sanay ji i am great great great fan of yours...amazing Property concept presentation.........thank you sir🙏
@micelgapor8147
@micelgapor8147 3 года назад
Very unlimited informative Dr. sanjay! I am newbie Lif and Non life insurance agent. Thank you so much!
@MHRmansi
@MHRmansi 3 года назад
great presentation to understand HNI mindset and how to convert them. thank you
@verbalcom
@verbalcom 4 года назад
Love this info!
@TunnaBk
@TunnaBk Месяц назад
Very good. Presentation Thank you Sir! Mr Sanjay T.
@marlenekua9282
@marlenekua9282 4 года назад
Thank you. I like the concept.
@arnoldfz7870
@arnoldfz7870 3 года назад
very informative, thank you !
@sreeveekanna
@sreeveekanna 4 года назад
This is more informative !!! Keep learning together
@SanjayTolani
@SanjayTolani 4 года назад
Thank you :)
@charlieallianz5362
@charlieallianz5362 4 года назад
Thank u so much for this great video 👃
@dishnasamarasinghe5461
@dishnasamarasinghe5461 3 года назад
Superb Presentations ,Sir would like to get more videos .tnks
@laurasalamba8974
@laurasalamba8974 3 года назад
This was so informative, I needed this info.thanks Sanjay.
@udaykumarg4059
@udaykumarg4059 4 года назад
Really I love your presentation how you explain supab
@ifeanyiafamefuna9315
@ifeanyiafamefuna9315 2 года назад
This so brilliant, my goodness!!
@rajeshshah8703
@rajeshshah8703 3 года назад
in one word " Superbbb...bbbb
@suzettegonzales9251
@suzettegonzales9251 3 года назад
I love this Presentation
@afshinazleena3209
@afshinazleena3209 3 года назад
Love this sharing. Tq so much
@RaghuHonawar
@RaghuHonawar 2 года назад
i CERTAINLY LIKED IT !!
@KazumiHimechan
@KazumiHimechan Год назад
I like it. Thank you so much from Malaysia. 👍😊
@khenrom1744
@khenrom1744 2 года назад
I like your presentation Sir...very informative
@avickan6655
@avickan6655 4 года назад
Very 👍. Thanks for this program
@ramakrishnan6044
@ramakrishnan6044 Год назад
Excellent Sanjay Sir. Thank you so much. ❤
@Wealthyhorizon178
@Wealthyhorizon178 2 года назад
I like it Dr Sanjay ! Thanks for your video!
@jennyyeo9356
@jennyyeo9356 4 года назад
This is very informative !!
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your cmt :)
@user-yx8im8op4e
@user-yx8im8op4e 4 года назад
Thanks Sanjay , it’s really helpful. Hoping more 15 minutes video , more info haha
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your comment my friend!
@mousumibarman4681
@mousumibarman4681 4 года назад
I like it :)
@maheshpathade6918
@maheshpathade6918 4 года назад
Very helpful for all Financial advisers.
@SanjayTolani
@SanjayTolani 4 года назад
Thank you!
@kyira1085
@kyira1085 4 года назад
I like it!
@jayeshkalola2466
@jayeshkalola2466 3 года назад
Sir, I like it.your presentation is to the point and convincing.
@SanjayTolani
@SanjayTolani 3 года назад
Thank you Jayesh :)
@safefuture8565
@safefuture8565 2 года назад
Simply superb
@geetakademani2700
@geetakademani2700 3 года назад
Hello Sanjay, your concepts are great and unique. It really helps me out in my career. Thank you so much..
@SanjayTolani
@SanjayTolani 3 года назад
Thank you! Glad to hear that
@desididomohabaljr.5269
@desididomohabaljr.5269 3 года назад
Love ❤️ this
@PK_INVEST
@PK_INVEST 3 года назад
Very good. I liked very much
@bholanathkar6187
@bholanathkar6187 4 года назад
Like this matter and consideration 💯🙏🙏
@imeldanovianti3743
@imeldanovianti3743 4 года назад
I Like it..Thank you Dr Sanjay🙏🏻
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your cmt my friend!
@m.achakzai6329
@m.achakzai6329 Год назад
Dear Sir, I'm Mansoor Achakzai from Islamabad Pakistan. Mostly i use your fact find in morning session
@vmeena5914
@vmeena5914 3 года назад
I like it. Thank you
@rajeshjohnson6266
@rajeshjohnson6266 3 года назад
Very useful video Mr. Sanjay...
@ronaldkusuma3555
@ronaldkusuma3555 Год назад
sanjay your video is make my spirit high and confident
@investmentandinsuranceplan5691
@investmentandinsuranceplan5691 2 года назад
Excellent presentation
@19jantan80
@19jantan80 2 года назад
I love this.
@Katzkkch1993
@Katzkkch1993 2 года назад
@SanjayTolani Absolutely love your videos and the way you structure the explanations to appeal to both the mind and the heart. You’re a boon to the society.
@SanjayTolani
@SanjayTolani 2 года назад
Hey Kenneth, thank you ! I hope you've learn something new. =)
@jonathanlaw8390
@jonathanlaw8390 4 года назад
I liked it! Thanks Dr Sanjay 😀
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for liking
@symonbandoquillo5035
@symonbandoquillo5035 2 года назад
I learned a lot from you,thank you so much sir Sanjay...Yan from Manila, Philippines
@sanjaysqc
@sanjaysqc 3 года назад
Superb Sanjay Bhai.
@wingshek9448
@wingshek9448 4 года назад
really love it . thanks dr.sanjay
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your comment :)
@swapnaranjan
@swapnaranjan 2 года назад
Superb idea sir
@sitihanis1954
@sitihanis1954 2 года назад
i like it very much..its gain my self esteem
@TunnaBk
@TunnaBk Месяц назад
Hello Sir, i would like you to do a video on how to sell Business Investment Plan to prospect. Thank you sir
@Wealthyhorizon178
@Wealthyhorizon178 4 года назад
This video is awesome
@mutebimichael4089
@mutebimichael4089 2 года назад
This is a good one Dr Sanjay how I request a video comparing property not rentals as you gave us in n the video use example as LAND compared to insurance
@prafulmishra20
@prafulmishra20 4 года назад
Thank you Dr. Sanjay...This video is awesome!!!
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your comment my friend!
@rupabellubbi390
@rupabellubbi390 2 года назад
Hi dr sanjay.many prospects say they hv taken term.insurance and for other needs they take SIP or Mutual funds.how to convince them
@sadashivlmali.lifeinsuranc4611
@sadashivlmali.lifeinsuranc4611 4 года назад
Sir,I like this.
@seanmahon4738
@seanmahon4738 3 года назад
Great vid I like it alot
@zawlinn3345
@zawlinn3345 Месяц назад
Thank you Uncle Sanjay
@darshaks111
@darshaks111 3 года назад
I really like it..
@kablogtravel
@kablogtravel 4 месяца назад
I ultimately like it!
@JagjitSingh-uo2ot
@JagjitSingh-uo2ot 4 года назад
Dr Sanjay Thank you for your good Videos 🌹
@SanjayTolani
@SanjayTolani 4 года назад
Thank you :)
@vikastiwari3905
@vikastiwari3905 2 года назад
I like it ❤️.
@sagardalvi7070
@sagardalvi7070 3 года назад
More knowledgeable video 👍
@chetanshah4572
@chetanshah4572 4 года назад
I like it and thanks
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your cmt!
@yukchulee2693
@yukchulee2693 3 года назад
Love it
@srimantamukharjee4855
@srimantamukharjee4855 2 года назад
Like it ..just wow
@phongy45
@phongy45 4 года назад
I like it, thank you
@SanjayTolani
@SanjayTolani 4 года назад
I'm glad you like it
@janesheba2923
@janesheba2923 6 месяцев назад
I like it just amazing
@robertalbarracin1502
@robertalbarracin1502 2 года назад
I like it Dr. Sanjay
@vyllroxannietinampay7887
@vyllroxannietinampay7887 2 года назад
I love it
@prashantsampat1885
@prashantsampat1885 Год назад
THANKS
@Swagle13
@Swagle13 3 года назад
I like it bro. Need to know more about how to approach to a HNI for doing business with us? . Let's learn together
@ankurupadhyay9220
@ankurupadhyay9220 4 года назад
Thank you so much for this video.. It's a milestone for my current high net worth client. I want to sell Business insurance, please provide how to deal , handle and close this types of deals. Thank you..
@SanjayTolani
@SanjayTolani 4 года назад
I have some videos on insurance on my channel do check it out!
@ankurupadhyay9220
@ankurupadhyay9220 4 года назад
@@SanjayTolani okkk.. I will
@hanymohamed3691
@hanymohamed3691 3 года назад
I like it and I will use your tips 👍
@SanjayTolani
@SanjayTolani 3 года назад
Thank you Hany!
@gemmacobey7501
@gemmacobey7501 3 года назад
Hi sir thank you your email and more videos for learning hope you can help me how to present a very good to the client and how to close also to the client ,I am new as a financial advisor and I got only small cases.I am hoping I can find and close the big cases clients thank you and Godbless
@radhamaniradha7847
@radhamaniradha7847 4 года назад
Very very informative & fun session sir👍
@SanjayTolani
@SanjayTolani 4 года назад
Thank you :)
@aldouscoroza
@aldouscoroza 4 года назад
Thanks Sanjay
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your cmt my friend!
@dishaupadhyay4008
@dishaupadhyay4008 7 месяцев назад
I like all yur videos
@lorencedavedecastro8629
@lorencedavedecastro8629 3 года назад
I like it.
@jatinrambhia05
@jatinrambhia05 3 года назад
I liked it
@siddhijam
@siddhijam 3 года назад
I like it most
@skp00005
@skp00005 4 года назад
Sanjay ji . Wanted to know , client said 1 : income from retirement plan will be peanuts in long run . 2: child getting that income is of not at all of much value in very long run .
@SanjayTolani
@SanjayTolani 4 года назад
let me find time to record a video to answer them.
@skp00005
@skp00005 4 года назад
@@SanjayTolani Thank you so much . eagerly waiting n pls let me know when you do.
@mvnarayan1
@mvnarayan1 2 года назад
Nice video
@Odiaadimusic
@Odiaadimusic 3 года назад
I like it
@rajeshwarijandhyala3485
@rajeshwarijandhyala3485 3 года назад
Pl provide more tips on Business insurance.
@rajlicadvisormumbai1493
@rajlicadvisormumbai1493 3 года назад
you are genius thanks for presentation
@SanjayTolani
@SanjayTolani 3 года назад
So nice of you
@jiviannathpushpanathan5058
@jiviannathpushpanathan5058 3 года назад
I like it, Dr Sanjay Tolani
@kogulakrishnaraochundriah7714
@kogulakrishnaraochundriah7714 4 года назад
Dr Sanjay, can you guide us how to do call for appointment making.
@LeonSama
@LeonSama 4 года назад
Thanks for the sharing, i wanna ask what is the example of guaranteed income ? thanks
@SanjayTolani
@SanjayTolani 4 года назад
Annuity is a good example =)!
@christiancabuduan
@christiancabuduan 4 года назад
i like it
@rajeevramakamath
@rajeevramakamath 3 года назад
Good . Would you provide training in FEE in INR.
@jiunjoey7204
@jiunjoey7204 2 года назад
Hi, Dr Sanjay I have a question, if the client buy alot property is land, so how is the solution? Because no rental or maintenance need.
@hemantakrgogoi508
@hemantakrgogoi508 4 года назад
Xcellent.If possible in Hindi language will help the common advisors. Thanks
@SanjayTolani
@SanjayTolani 4 года назад
Thanks for your idea. I’ll find time to get my team do it!
@rajshekharpatil2804
@rajshekharpatil2804 10 дней назад
I want closing big cases 16:59
@1908great
@1908great 3 года назад
Good
@insuranceworld9674
@insuranceworld9674 3 года назад
I like somuch
@yohanespaschalis7843
@yohanespaschalis7843 4 года назад
Brother Sanjay, i love this presentation video, but i have one question for you. How to implement this advice using Unit Linked Life Insurance to the rich clients? Thank you brother 🙏🙏
@SanjayTolani
@SanjayTolani 4 года назад
Hi can you watch this: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-WqZaCIgkb-s.html
@yohanespaschalis7843
@yohanespaschalis7843 4 года назад
@@SanjayTolani Thank you Brother Sanjay 🙏🙏
@FrancisLCorro
@FrancisLCorro 2 года назад
Hi Dr. Sanjay. So what would be the ideal product solution in your example between the HNW client giving his child a $10M property vs. half a million dollars cash every year? Is it Annuity? In the Philippines we don't have annuities. What's your suggestion? Or do I need to buy more books or pay for another seminar for this? I already bought your Ultimate book collection, by the way.
@sitihanis1954
@sitihanis1954 2 года назад
well might be you can find endowment or ILP plan instead of annuity
@skylight5605
@skylight5605 Год назад
What if the cleints compare it to a residential or commercial Land
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