4 Ways To Sell Insurance Policy To Customers | Concept Creation Workshop

Many times, we’re just stuck in our conversation with new prospects because we don’t know what to say or get started when we first meet them.

In this video, I want to share with you 4 ways to sell insurance and I’ll be covering on how you can introduce the following:
✅ Life Insurance using the D.D.D framework
✅ Income Protection
✅ Retirement Plans
✅ Educational Plans

Remember, if you bring up the right concepts at the right time, you just give your clients another great reason to get covered. So, choose what you share and present wisely!

⏰Chapters:
0:00 - 4 Ways To Sell Insurance Policy To Customers
00:26 - Overview of 5 learning points of this video
01:02 - Product selling vs Concept selling
01:51 - What is concept presentation?
02:06 - Disclaimer on insurance concepts
02:37 - 4 concepts to sell more insurance policy
02:57 - The D.D.D framework
04:50 - The roots & tree concept
07:10 - My father's presentation
08:56 - Education planning concept
10:30 - What should you do to get more insurance sales?

⭐ Follow Dr. Sanjay Tolani

🎖 Who is Dr. Sanjay Tolani? 🎖
Dr. Sanjay Tolani became the “youngest member” at the age of 19 and the “youngest life member” at the Age of 28 to the Million Dollar Round Table (MDRT). He also has 15 Top of the Table Qualifications (TOT), which is considered the pinnacle of the financial services profession. To top things off, he is also the youngest Managing Director of an insurance brokerage in the Middle East.

📕 Get A Copy Of Dr. Sanjay’s Tolani Book 📕

[umarhaz]

Amazing! Thank you Dr Sanjay Tolani. Love from Malaysia ❤️

[shrutimohanram]

This video is informative & thought provoking .... Life made simpler at sales ! Cheers 👍

[janinesuaverdez]

Thank you for this ❤🎉. Indeed will be a great help for me to start this journey. Kudos to you sir✨

[shafishaik]

78 th like here my fav mentor 👍👍👍👍👍❤️❤️❤️❤️❤️

[roheet]

Excellent, all method of presentation

[thippeswamyo]

Sooperb Sir... Thank u so much for sharing....

[pkmmunna]

Very nice sir.but some one told premium is high but nest year my business down how to pay the primium or long time premium is good but same problem if arise .what can I do?

[nsomenath]

Sir I want to learn more. I love your every presentation, every concept. You really a great teacher. I also want to join this learning seminar. But I am not able effort this fee 😔😥
If you kindly make a video on this topic then I will be highly obliged.
Sir "How do I fix an appointment from any client.. If first I ask for an appointment. If they are my closet, then they ask me, what happened tell me. Any problems?? If I say about Insurance then they ignored about the matter.. If clients unknown then they fully refused after hearing insurance purposes. Then what is the exact procedure Sir.

My Self Somenath Naskar . New Advisor SBI Life.

[nagajyothi]

I have one objection Now in digital trend some of customer's go with online insurance from policy bazaar. Comparetively less premium from Agent. How to handle this objection

[misssen]

I faced the problem Client says me not today I can't take decisions right now, what to do sir?

[laurice]

Very informative and important video. Thank you for sharing. But the background music is much too loud and distracting.😖

[balikbayanchannel]

Background music interrupts your presentation just FYI in my own opinion but I learned.

[rahulkukrejasatgurufinanci]

Income protection=term plan/traditional plan

[bccak]

I want to sell home heating insurance in the artic. I love your info thanks

[kurai-kudam]

Death or Divorce or Desperate... At any point the value may go down but not to the level of Insurance.

[raymarj]

I dont understand the DDD framework. Is there a more depth discussion about this?

[manojey]

Dear doctor, I am very much unsuccess selling insurance to the Muslims. They donot even like to speak about insurance . How can we convince these peoplc? Thank you!

[s.akshaya]

Sir tell me how to sell jeevan labh policy by tellcaller job sir I am new to job