How To Sell Retirement Plan Over Phone Call | Forced Retirement Concept Presentation

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  • เผยแพร่เมื่อ 12 พ.ค. 2024
  • 👉 Get The Retirement Planning playbook here: bit.ly/3fERFNm
    👉 Get The Concept Presentations playbook here: bit.ly/2BiEa7p
    🌳 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 is all about ensuring that when your salary stops, you have an income source to take care of monthly expenses.
    In my book, 𝐭𝐡𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐩𝐥𝐚𝐲𝐛𝐨𝐨𝐤, I spoke about 𝐢𝐧𝐯𝐨𝐥𝐮𝐧𝐭𝐚𝐫𝐲 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 and how many of our clients are not paying attention to it and it is our responsibility as their advisor to bring it up.
    I want you to watch this video where I share with you how to have a conversation on retirement planning with your clients over the phone.
    If you find it useful, comment “𝐮𝐬𝐞𝐟𝐮𝐥” so I know I should produce more concepts for you. 🤗
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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 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.
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ความคิดเห็น • 17

  • @sachinkamal
    @sachinkamal 3 ปีที่แล้ว

    wonderful concept. thank you so much Dr. Sanjay.

  • @davidmensah1014
    @davidmensah1014 3 ปีที่แล้ว

    Powerful message

  • @debmukherjee6369
    @debmukherjee6369 3 ปีที่แล้ว

    Thanks a lot.

  • @ayanchandannagar
    @ayanchandannagar 3 ปีที่แล้ว

    Very nice concept

  • @debabratagiribimasamadhan4580
    @debabratagiribimasamadhan4580 3 ปีที่แล้ว

    All of your ideas are new and innovative, can we buy e copy of your books by paying some money, because the price of are unaffordable to me.

  • @shivakumarramasubramanium8118
    @shivakumarramasubramanium8118 ปีที่แล้ว

    Where to get the copy of the book

  • @audreyreid6004
    @audreyreid6004 3 ปีที่แล้ว +1

    I have the Concept Presentation playbook, and I think it is very useful.

  • @srinsuranceservices2493
    @srinsuranceservices2493 3 ปีที่แล้ว

    Sir your books in hinde language available now.

  • @amitfnsharma8482
    @amitfnsharma8482 2 ปีที่แล้ว +1

    Dr you should also start to give e books to agents। In india you should have uour offices which can cater huge demand of these presentations।

    • @SanjayTolani
      @SanjayTolani  2 ปีที่แล้ว

      Thanks for the suggestion!

  • @sunitarawal1225
    @sunitarawal1225 3 ปีที่แล้ว

    Ty sir for new idea

  • @sharmasn6270
    @sharmasn6270 3 ปีที่แล้ว +1

    How to get the your books I am interested to buy

    • @SanjayTolani
      @SanjayTolani  3 ปีที่แล้ว

      Hey Sharma, you can send me a message on my Facebook Fanpage, my team will be supporting you on the process. Link here: facebook.com/sanjay.financialadvisor

  • @tkk8710
    @tkk8710 3 ปีที่แล้ว

    Pls correct ur pronunciation on - income - tq

  • @poohhui6983
    @poohhui6983 3 ปีที่แล้ว +1

    Insurance company should remove ILP. I dont see the purpose here. Insurance or investment or commision??

  • @Makeupby_divya23
    @Makeupby_divya23 6 หลายเดือนก่อน

    You sound negative