Risk Transfer Concept Presentation | Dr. Sanjay Tolani

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Having spent the last 21 years in this industry, being through a few recession and a few period of high inflation, I have a few principles and scripts I followed during this period of time to not only calm my clients down but also manage to get them to buy more insurance via a "portfolio" restructuring strategies.

All I can say right now is there is "MASSIVE, MASSIVE & MASSIVE" huge opportunities in Singapore & Malaysia if you focus on "portfolio" restructuring for your clients and prospect, you might be able to create a new wave of opportunities & income for yourself in the next 5 months of 2022.

That is why I’ve decided to organize Portfolio Restruturing 2022, a 4 hour seminar to show you how to restructure your clients' portfolio in a rising interest rate environment by using insurance as an "asset transfer" tool.

My intention is to show you how you leverage on the rising interest rate trend and open a new market for yourself in the next 5 months.

I also want to show you step by step on how you go from talking about rising interest rate to talk about portfolio restructuring and finally talk about using insurance as a tool for it.

Just to be absolutely clear: Portfolio Restructuring 2022 is about teaching you something I only came up with in July 2022 so it is something you can't find in your textbook or training materials. The topic sounds weird because it is not my usual "sales training" topic but a "relevant timely trending" concern many advisors had and I want to show you how you can turn your "disadvantage" into your income opportunities.

If this sounds interesting to you, I would like to invite you to join me and many of my mentees at the Portfolio Restructuring 2022.

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🎖 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 16 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.
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Hi Brother Sanjay Tolani, please tell me Top 3 or Top 5 Best Open Ended Questions to Close The Deals in :
✅ Estate Planning (Life Insurance)
✅ Long Term Care Planning (Health Insurance)
✅ Income Protection Planning (Critical Ilness Insurance)
✅ Child Education Planning (Education Insurance)
✅ Retirement Planning (Retirement Insurance)
✅ Debt Protection Planning (Debt Insurance)
✅ Key Man Protection Planning (Key Person Insurance)
✅ Employee Benefit Planning (Employee Health Care Insurance)
✅ Buy Out Agreement Planning / Share Holders Protection Planning (Business Insurance)
✅ Property Insurance (Residential & Commercial Property Insurance)
✅ Auto Insurance (Car & Motorcycle Insurance)

Thank you Brother Sanjay Tolani 🙏🙏

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