Dr. Sanjay - thanks to your "free look period concept" i sold one policy premium of INR 13 lakhs. All credit goes to you... If customer says i have to consult my "Chartered Accountant"... I normally say tomorrow if your child wants to go abroad for "Professional Education" will you check with CA? If your CA say no, don't you send? It is about your child's future.... Is there any other "better" answer than this.... I am sure, i will get some get "idea" from your end, after all you are "Master in Objection Handling" in whole Universe. Thanks in advance.
Hey Chandrru Iyer , Congratulations on your new achievement. I'm happy to hear that the free look concept has worked for you. =) Regarding your question, let me write down and do a full video to cover it in the future when I have time. But if I have to give a quick feedback, I believe you need to find a way to sit down and align your role and purpose with the CA. Because from what you've describe, I'm sure the prospect trust the CA recommendation and it would be good if you can position on how you and the CA can work together to help your clients achieve their financial goals.
U are a super awsome speaker and I wish you could mentor me.. I'm from Singapore and a huge fan. I'm starting out as a FA next month. I will apply what I've learnt to my business.
Dear Sir, I receive an objection very frequently that I have more economical / less priced insurance online. Another common objection I get is, your company's insurance is more expensive than other company.
Senjai ji, my question when an old person saying I'm aged, so i don't want ins. And I'm already having some policies, so in such a case how we can handle him, please explain
A common objection I get is the prospect already has an agent (best friend, relative, you name it), although I have a hunch the prospect may be lying. Is there a way to overcome this objection?
I dont mean to be so offtopic but does anybody know a tool to log back into an instagram account..? I stupidly forgot my login password. I love any help you can give me!
You have solutions for all objections, but people don't give time for presentation as soon as I say I m financial advisor. They say they already have CA who plans 😢 so how to get 100% call success
Dr.Sanjay, love your videos. I have a question. What do you mean when you said "if you don't have the few dollars to pay for insurance, you can't afford to die"?
Sanjay it was nice presentation but I face the objection from some clients that I have term plan and mutual fund investments so I don't need other products from insurance companies. Pls guide further.
I recently tried sharing medical and life insurance with a client, he say "I'm a believer, I don't believe I will get sick or die, I believe I will be rapture to Heaven"
Yes thanks for sharing this video I needed this 😀. I actually had a lot of trouble memorizing the objection playbook :( and some part just doesn't fit my personality thus I have no confident
I think the first step is to identify if she/he has sufficient life insurance. If the answer is yes, then move on. Don't force sell. If the answer is no, tell her/him the importance of having sufficient coverage. If she/he cannot afford, then tell her/him start small or purchase them when he/she received bonus.
If couples of client who retirement from government jobs with life funds covered inflation, son is a specialist ,feeding a son ,who can take care his family. The client’s flat is fully paid, has a large sum insured of inhospitable covering, at that moment what product should the client take, please advise.