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If you ever wanted to get started on Estate Planning as an insurance advisor, then consider reading
Dr. Sanjay's (500MDRT in 2022) Estate Planning Playbook

"How To Position Yourself As An Estate Planning Advisor Without The Need To Write Wills And Setup Trust"

Note: Rather than charging a US$1997 For Estate Planning Courses, Dr Sanjay Has Decided To Document It in A Book, So More Advisors Can Benefit From it. 
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Introducing The Estate Planning Playbook!

From: Dr Sanjay Tolani

Your Personal Insurance Mentor
20 X MDRT, 2 X COT, 16 X TOT
Dear Future Financial Planner,

Do you know that many advisors MISS OUT on the opportunity of closing a bigger case because they were not even taught on how to do estate planning?

Let me show you an example.

You see in a typical financial planning case; you are dealing with income of your client. However, in an estate planning case, not only are you dealing with income of your client, but you are also handling the income of your client’s whole family and whole family estate.

And this typically increases your case size by at least 10x.

Many advisors have the misconception that estate planning is only for the rich. However, they are wrong...

I can safely say without a doubt that Estate Planning is for everyone! In fact, anyone with assets to distribute requires estate planning. Estate planning is a skill set that every financial advisor should know and MUST know.

Here’s the problem though... we know that everyone needs Estate Planning. Yet not many advisors are equipped with the right knowledge to create the right estate plan for their clients!

That is why I’ve decided to write this book so more advisors can leverage on my estate planning knowledge to gain more success. Remember, our profession will only get better if everyone is willing to share. Here are some of the benefits for you when it comes to learn about estate planning:

It positions you as a credible advisor - Who doesn’t like a knowledgeable advisor isn’t it? Imagine your financial advisor now knows about how to plan your estate too, wouldn’t it make you want to work with him/her more and seek more life and financial advice from him/her?

It allows you to earn more income by closing bigger cases - Estate planning as the name suggest deals with your client “estate”. This means that at the point of discussion, your clients will be more willing to invest a “significant amount” of capital and resources. This will usually lead to higher case size & is also a good time to talk about the next generations’ financial planning.

It builds up your reputation and brings in more recommendations - Since estate planning is a niche type of service, there are very few players in this niche. This allows you to position yourself as a professional and builds up your reputation. Also because of the complexity of this knowledge, you will generally be more respected and if your advice is good, you will definitely have an inflow of recommendations. 

If you invest time learning about estate planning, it will give you a huge boost to your current career. There is no harm in learning and master it. If you have been in the industry for more than 3 years, my suggestion is to really look into learning more about estate planning. Explore how you can take the “concepts” and “strategies” documented in this book and incorporate them into your daily sales.
Inside this book, here are some of the Secrets that will be revealed... 
  • ​6 Benefits of Estate Planning
  • 7 Levels of Estate Planning Pyramid
  • 7 Steps of Estate Planning Sales Framework
  • ​5 Costly Estate Planning Mistakes to Avoid
  • ​3 Tips for Estate Planning for New & Experienced Advisor
P.S. We have limited copies of this books. So if you cannot claim it, it means it has been sold out. 
CUSTOM JAVASCRIPT / HTML
    Why Did I Write This Book?

    There are a few reasons why I started writing this book:

    #Reason 1: Estate Planning remains a difficult market to enter if you don't know how - I remember my own experience of approaching various high net worth clients. Although sometimes they would listen and agree to my types of products, I often faced another obstacle, convincing their other advisors like lawyers and accountants. Many times, it was like speaking a different language to them, always ending with a “No, this is not needed for them”. 

    #Reason 2: The Estate Planning theories out there are not applicable to advisors - What I came to realize over time was that a lot of theories there were taught in the market regarding Estate Planning were NOT truly for advisors. They were not meant to be used by advisors to assist clients. Instead, most of them were there to be used by tax lawyers and accountants with regards to their line of work, such as providing legal tax advice and drafting of the Will. 

    #Reason 3: Estate Planning opens up big cases but you only have ONE shot to convince these HNW clients - Clients on that level are very precise on what they want and they have other “life” advisors involved like lawyers and accountants that you need to manage carefully. Because so few advisors handle cases of such magnitude, there are very few out there who actually know what to do when it comes to handling big case sizes! I truly want every single advisor to be ready when meeting these sort of clients. 

    This is how the ESTATE PLANNING PLAYBOOK WAS BORNED!

     "We know that everyone needs Estate Planning. Yet not many advisors are equipped with the right knowledge to create the right estate plan for their clients!"

    DR. SANJAY TOLANI - THE FAMILY LEADER

    "From US$125 Premium in 2003 to Multi Million dollar Cases in 2021? "

    Dr. Sanjay has spent the last 21 years figuring out a structure for “practical” Estate Planning and if you don’t want to spend 21 years of your precious time figuring it out yourself, I suggest you hold your breath, muster your courage and follow on this estate planning journey with him.

    About Dr. Sanjay
    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 14 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.              

    Here are some of his recent achievement:
    Like you, Dr Sanjay sells insurance and will only be sharing with you teste and proven experiences and strategies. 
    2018 - 90 MDRT
    2019 - 120 MDRT
    2020 - >100 MDRT as of July
    2021 - 372 MDRT
    DR. SANJAY TOLANI - THE FAMILY LEADER

    "From US$125 Premium in 2003 to Multi Million dollar Cases in 2020? "

    In this book, Dr Sanjay will reveal his “6 big case closer mindset shifts” that helped him go from collecting US$125 in premium in 2003 to a million dollars of premium in 2020. These time tested thought process that has contribute to his exponential growth in the past 18 years.

    About Dr Sanjay
    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 14 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.              

    Here are some of his recent achievement:
    Like you, Dr Sanjay sells insurance and will only be sharing with you teste and proven experiences and strategies. 
    2018 - 90 MDRT
    2019 - 120 MDRT
    2020 - >100 MDRT as of July
    2021 - 372 MDRT
    The Estate Planning Pyramid Framework

    Created by Dr. Sanjay Tolani

    There are 7 aspects of the Estate Planning Pyramid Framework. They are:
    1. Legal
    2. Tax
    3. Inheritance
    4. Charity
    5. Retirement
    6. Income
    7. Asset Transfer

    The framework is designed to help your clients understand estate planning easier. However, many advisors get confused about estate planning and end up being star struck when their clients happen to know more about it than them. Don’t worry, let me guide you through my framework in detail in the book.

    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors convince you why you should read it...
    Listen To Others Who Have BENEFITED!
    I'm going to let other advisors convince you why you should read it...
    "The Most Practical Estate Planning Book I've Read"
    "I'm a big fan of Dr Sanjay. I've read all his books and to be honest this is the BEST I've read so far. What I really like about this book is how he shares his thought process in a simple to understand manner. The Estate Planning Pyramid Framework is very easy to understand as an advisor, it gave me a whole new direction on how I should do Estate Planning for my clients."
    Cindy, Financial Advisor, Singapore
    "I have gotten 10 books for my team..."
    "I have attended Dr. Sanjay's Estate Planning session recently and this book just sealed the deal. It provided me a FULL book of documented materials for me to read and recall anytime. I really like how Dr. Sanjay has a unique view in doing estate planning. I have already gotten 10 books for my team to read them so they can open up biggger cases in 2022."
    Bryan , Director, Malaysia
    "Why would he share these secrets... I still don't understand."
    “I'm very lucky to be picked to be one of the first few to read this book. When I first finish this book, I was wondering why would Dr Sanjay share these secrets?  I've been in this industry for 10 years and Dr. Sanjay has just revealed what I spend the last 10 years trying to figure out. I just feel that young advisors who mange to read this book are truly lucky and in for a learning ride. "
    Joel, Financial Advisor Hong Kong
    "I've been using Dr. Sanjay's Estate Planning concepts and I just closed 4 cases after reading this book."
    "I was hesitating to approach a few clients of mine because I wasn't confident and doubting myself. After reading this book, I tested out what Dr. Sanjay said in the book and miraculous I manage to close 4 cases that I have never thought I could have done. These are like cases I've been trying to close for the last 4 months with no results. I've been following Dr. Sanjay for 18 months and I feel that what he shares is very practical and useful. I love his concept presentations too!
    Financial Advisor From India
    Don't Grab This Book If You're NOT Going To Read It...

    Here's the “catch”... I've only printed 250 copies of this book, and when they're gone... I'm not sure if I want to print it again. Looking at the current response, I'm predicting all copies will be taken up very quickly.

    "I'm not a book publishing company. "

    I wrote this book with the intention of sending it to advisors who truly want to read it and benefit from it. Because of the uncertainty, the cost of shipping and storage charge by the 3rd party I work with has increased by 50%. 

    In some destinations, I'm even charged US$30 just for shipping and handling for a book. However, I do not want to make pricing complicated, that’s why I'm only charging only a fixed price with no additional shipping cost. Put it simply, the more books I send out, the more money I lose from my own pocket. That's why I am only releasing a small quantity of books just for the serious advisors. 

    So please ONLY GRAB THIS BOOK if you are going to read it or else give the chance to the next advisor ok? 

    Here's the “catch”...

    I've only printed 250 copies of this book, and when they're gone... I'm not sure if I want to print it again. Looking at the current response, I'm predicting all copies will be taken up very quickly.

    "I'm not a book publishing company. "

    I wrote this book with the intention of sending it to advisors who truly want to read it and benefit from it. Because of the uncertainty, the cost of shipping and storage charge by the 3rd party I work with has increased by 50%.

    In some destinations, I'm even charged US$30 just for shipping and handling for a book. However, I do not want to make pricing complicated, that’s why I'm only charging only a fixed price with no additional shipping cost. Put it simply, the more books I send out, the more money I lose from my own pocket. 

    That's why I am only releasing a small quantity of books just for the serious advisors.

    So please ONLY GRAB THIS BOOK if you are going to read it or else give the chance to the next advisor ok? 

    FREQUENTLY ASKED QUESTIONS
    Who is Dr. Sanjay Tolani?
    Dr Sanjay Tolani, a 20 - year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table & 16 Top of the Table honors.

    In 2019, he achieved more than 100 MDRT alone and in 2020, his target is to do 365 MDRT.
     
    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.
    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 get the book from the bookstore near me?
    No. We currently only do online delivery or if you are attending Dr. Sanjay's offline events. 
    Where do you ship to?
    We 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. 
    Can I buy in bulk?
    Please send me a Facebook message, and the team will coordinate for you. 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 advisers 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. 
    Why aren’t you printing more books?
    In some destinations, I'm even charged US$30 just for shipping and handling for a book. However, I do not want to make pricing complicated, that’s why I'm only charging only a fixed price with no additional shipping cost. Put it simply, the more books I send out, the more money I lose from my own pocket. That's why I am only releasing a small quantity of books just for the serious advisors. 
    Can I reserve a book? What happens if it is sold out. When will you restock?
    The books will be on a first come first serve basis. We did not print a large amount because we don't have sufficient space to store it. Hence, if you miss this pre-order, you might have to wait till 2023 and I cannot promise you we’re going to print the next batch because from 2023 onwards, I’ll be very busy focusing on my own insurance sales.

    Sanjay Mentoring Family 2022 | All Rights Reserved