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Don't Miss Out On This!
The Best Book For Your Clients To Read To Understand Financial Planning
NOTE: The intention was for you to give it to your clients and after reading it, they would come to you asking for advice instead.
USUAL PRICE: US$50 Per Book 
Now: 
E-Book - $1 (Promotion Ended)
E-book - $6.90 (NEW YEAR DISCOUNT)
Hard Copy + E- Book- US$34.90
Note: We will be closing our offer in the next few hours. Thank you for your understanding!
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FREE MARKETING GUIDE WORTH: US$29.90

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Special Offer Click Here Yes! I want this BOOK Now!
*The Financial Planning Playbook retails for US$50, but we bought it for you! We just ask that you cover shipping & handling (just $14.95 international anywhere in the world). Your information is secure and will not be shared.

*We will be sending you marketing materials through email and SMS*

How To Educate Your Clients On The Importance of Financial Plannning?

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
18 X MDRT, 2 X COT, 14 X TOT | 90 X MDRT in 2018
Dear Future Financial Planner,

I know it is a tough period for many of us. The economy is looking bad and clients are thinking of reducing their coverage or withdrawing their policies. 

To some of us, this might be crisis but to hardworking advisors like you, this might just be the greatest opportunity of the lifetime. 

This is in fact the best time to increase your client base and reach out to as many people as you can to educate them on the importance of financial planning. 

Why? Because clients now see the importance of having insurance. They will be worried what happen to their loved ones if they are sick or not around anymore? Only YOU can help them!

Here's the good news, I've written a book: Financial Planning Book which helps your client to understand why they need financial planning and after reading it, I will encourage them to speak to you for advice.
In this book, your clients will learn:
  • Why Do They Need Financial Planning?- I will tell them stories of what happen when they are lack of financial plannings, I will even share with them benefits of good financial planing. 
  • ​The 5 Stages of Financial Planning - I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them. 
  • ​How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy. 
  • Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods. 
  • ​6 Common Objections - I will run through common objections faced when a person try to buy insurance and hopefully convince them the importance of insurance before you even approach them. 
  • ​​Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!
And the list goes on.. I even included my own personal journey explaining how I struggled as an agent which inspired me to document down these strategies till this day.

Remember: This book serves to provide the tips and strategies on financial planning, but most importantly you read to apply and practice these strategies. I hope you enjoy reading the book as much as I enjoyed writing it!
CUSTOM JAVASCRIPT / HTML
    Dr Sanjay Tolani Has Already Helped Countless Financial Advisors Around The World...
    "I closed 1 big case after sharing this book."
    "I used to have really big challenges trying to convince my clients to get protection. So I took this financial planning book and gave it to my clients. A week later, he called me and say lets relook at this financial and I end up closing a big cases. Thank you!!! "
    Wendy, Financial Advisor, Singapore
    "I gave all the advisors in the team one copy... save me so much time!"
    "What I truly love about this book is how simple Dr sanjay explain financial planning from his perspective. His content is something I have never SEEN before. I gave a book to all my team members and it really save me so much time trying to teach new advisors in my team. Thank you Dr Sanjay. Really appreciate all your effort."
    Mei Lee, Insurance Director, Malaysia
    "I prefer the hardcopy than E-book!"
    " I keep the E-book version for myself to read but gave the hard copy to my clients. What I realised is when I send my clients the e-book they might read and get back to me, but when I gave them the hardcopy with a handwritten note, the chances of them coming back to me is even higher! Really appreciate how Dr Sanjay structure this book. I never thought I could just give a book and get many objections handled! Simply beautiful!"
    Jesssica, Financial Planner, Indonesia
    "I manage to closed 53 small cases."
    "My good friend texted me about this book and I tried to execute the plan like what Dr Sanjay did. End up I really closed many small cases. They are small premiums but all my clients are happy and I am confident to grow with them over time.Excited to see more books coming from you. "
    Carol, Insurance Agent, Philippines
    "I wanted to give up... I was lost..."
    "I  knew I needed a reason to talk to people and reach out to people. But honestly, I don't know what to do. This book strategy came as a surprise to me and my team. We now find a new purpose. Thank you for always selflessly guiding us. My team and I make a promise, if we can ride through this tough time together, we will explore joining BCC and learn under Dr Sanjay Tolani Personally."
    Wang, Director, Hong Kong
    What Will Your Client Learn?
    For PROSPECTING - Send it to your potential prospect to value add
    For Your Current Clients - Educate them on the different type of financial products and what they are short of
    To Your Team - Help them improve their understanding on Financial Planning
    For Yourself - Know what are some of the strategies you can share to position yourself as a credible advisors
    How To Make Use Of The Financial Planning Playbook?
    STEP 1: Download the PDF version of the Financial Planning Playbook 
    and the FREE Marketing Guide
    STEP 2: Run through the materials and see how you can value add your clients
    STEP 3: Send the E version of the guide to your clients with a script I have prepared for you
    How This Works?
    Now: 
    E-Book - $1 (For Those Who Cannot Afford)
    E-Book -$10 (For Those Who Wants To Pay Fair Price) 
    Hard Copy + E- Book- US$34.95
    Now: 
    E-Book - $1 (For Those Who Cannot Afford)
    E-Book -$10 (For Those Who Wants To Pay Fair Price) 
    Hard Copy + E- Book- US$34.95
    For PROSPECTING - Send it to your potential prospect to value add
    For Your Current Clients - Educate them on the different type of financial products and what they are short of.
    Frequently Asked Questions 
    Who is Dr Sanjay Tolani?
    Dr Sanjay Tolani, a 17-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 14 Top of the Table honors.

    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.

    In 2018, Dr Sanjay achieved 90 MDRT alone and has documented his unique presentation strategies in the book . In 2019, Dr Sanjay exceeded his 100 MDRT target and is aiming for 365MDRT in 2020.
    Will Dr Sanjay's Book be relevant to us?
    Absolutely! This is because even though Dr Sanjay is based in Dubai, his clients come from 53 countries including Singapore and Malaysia. As his clients here in Singapore and Malaysia are savvy and educated, he is intimately familiar with our taxation rules, industry regulations and even behaviors of the locals here.
    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. Hence this is NOT a recruitment campaign for any private practice or whatsoever.
     
    His intent is to pay it forward and raise the standards in the financial service industry. This way, everyone wins! You'll like to also know that this is not for profit.
    Can I copy Dr Sanjay content and make it into my own book?
    No. We have copyrighted the content before distribution because we understand by releasing the E-version many people will try to copy Dr Sanjay's content. 
    How can I thank Dr Sanjay? 
    The best way to thank Dr Sanjay is to share his content with other advisors around you. His mission is to make the industry better and can only be possible when all advisors come together. 
    What is the Marketing Guide about?
    We understand during this period many advisors are lost about what they can do online. So Dr Sanjay together with his marketing team decided to prepare a guide to help those advisors that are lost. These guide are written by insurance marketers who study under Dr Sanjay directly. They probably know insurance as well as you. 
    Where do you ship to?
    We ship to all countries. If we are unable to ship to your location due to high shipping cost, we will refund the full amount back to you. 
    How long does the shipping takes?
    As our book is always out of stock, it typically takes up to 21 days to reach you. If the book delivery exceed 21 days, we will email to notify you separately. Due to recent covid 19, the shipment might delay. We seek your understanding.
    Can I share the E-book with my clients?
    Absolutely. We decided to releases the e book version to help you with prospecting. Please also look at the guide we are providing to help you.
    Wouldn't Dr Sanjay lose money doing this?
    Yes. The team spend more than 6 figure in the production,marketing,printing and designing of this book. However, Dr Sanjay wanted to help advisors in this tough time and decided to release the E-book version. We understand there is a possibility everyone might take advanatge and pay for $1 but we believe in good karma. If everyone sales can be better or ride through the tough time, we are okay with it! 

    We wanted to release the book for $1 because we know there are advisors who are truly struggling to make ends meet for this period. If you can afford, please purchase it at $10. If you can't, don't worry. As a family we are always here to help. 
    Can I buy in bulk?
    We have limited numbers of books printed. So please buy early to avoid disappointment.
    Why is Dr Sanjay promoting his book?
    Dr Sanjay wants to help more financial advisors to leverage on his expertise and knowledge to serve more prospects. We have limited quantities of books, so it comes on a first come first serve basis. 
    Can I get the book from the bookstore near me?
    No. We currently only do online delivery but we are considering to expand and reach out to bookstores in 2020. 
    The book is sold out. When will you restock?
    We usually take about 1-3 months for the new batch to be printed.
    I love Dr Sanjay. How can I learn from him?
    The only program you can study under Dr Sanjay is the big case closer program. You have to wait for enrolement. You can find out more here: https://www.bigcasecloser.com/bcc33882004
    Dr. Sanjay Tolani All Rights Reserved 2020