"How to get into specialization like Asset Management, Family Office & Risk Management so that you stand out from the rest?"
Learn From Dr. Sanjay Who Achieved More Than 1,200 MDRT in 2023 And Join Over 5,000 Advisors Worldwide In This LARGEST ONLINE event.
Usual Price: $147
Usual Price: $147
NOW: FREE For First 500 Who Register! (For Sanjay Mentoring Family Members)
NOW: FREE For First 500 Who Register!
(For Sanjay Mentoring Family Members)
- Date: 3rd June | Time : 7PM (Singapore Time)
- HOW TO JOIN: Fill in the registration form and we will send you emails with instructions.
-
Please invite your team to register here if they would like to receive exclusive notes the the session.
Fill In This Form To Confirm Your Full Access To The 3 Hour Replay
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HOW DOES THE SESSION WORK?
Register For The
Event
Fill in the registration form to reserve your seat.
STEP 2:
Receive Confirmation Email
We will send you the link to watch the session and download the PDF Notes.
STEP 3:
Watch The Session Online
Enjoy & Learn.
The "Insurance Specialization 2024" workshop is specifically designed to guide you on how to get into specialization like asset management, family office & risk management so that you stand out from the rest.
In the ever-evolving world of insurance, standing out is no longer an option; it's a necessity. One of the biggest pain points for insurance professionals is the saturation of the market.
Clients are bombarded with similar offerings, and advisors struggle to differentiate themselves. This is where specialization comes into play.
By honing in on a niche, advisors can become experts in specific areas, providing unparalleled value to their clients. 🎯
#1: Introduction to Asset Management
Learn the basics of effectively managing clients’ assets to maximize returns and minimize risks.
Understand investments, portfolio diversification, and asset allocation strategies especially in 2024 when interest is expected to stay high.
#2: Unlocking the Potential of Family Office
Get an introduction to the world of Family Office services and how to cater to high-net-worth individuals and families.
Learn how to offer comprehensive solutions that encompass wealth management, estate planning, and family governance.
#3: Navigating Risk Management
#4: Understanding Corporate Financial Planning
OUR PAST 2018 - 2022 MENTORING FAMILY EVENTS
Our Mission: To Raise The Standards of Financial Service Industry
More Than 20,000 Advisors Has Attended Our Previous 40+ Meet Up!
During our recent event, final sprint 2019, we even had more than 3000 advisors attending from all over Asia! The Mentoring Family is growing every day!
ABOUT YOUR FAMILY LEADER:
Dr Sanjay Tolani is a 21-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 and 5 years platinum dragon. 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.
In 2023, he has successfully attained 1,200 X MDRT and his passion lies in sharing his knowledge with everyone in the mentoring family.
Over the last decade, Dr. Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.
He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr. Sanjay happy is seeing members of his family succeeding and being professional in their line of work.
No matter how good you think you are at financial planning, there are proven practices and techniques that the pros use to close their prospect - practices and techniques that Dr. Sanjay will personally cover.
So if you are thinking of bringing your professionalism and skills to the NEXT level, this upcoming seminar is for you!
Copy and paste what you will be taught in Insurance Specilization 2024, and the results should follow.
Listen To Others Who Have BENEFITED!
How Effective Is Dr. Sanjay Q1 Strategies?
"I attended Last Year Event And I 3X My Commissions"
I've attended Final Sprint 2019 and It is one of the best investment I've made. Directly after the event, I started applying what was taught and to my surprise, I manage to 3x my commissions from 2018. This year, I'm definitely attending this event.
Winston, Financial Planner
"I am bringing my whole team with me for sure!... My Team Production 2x"
As a leader, I find it difficult to motivate my guys to do their sales. So one of my friends (who is an agency leader) suggested me to bring my team to attend Dr Sanjay's Event. I was skeptical initially but I went ahead and brought 30 of my members to Dr Sanjay event. And in about 3 months after attending Dr Sanjay Event, my team production 2x. This year I'll be bringing my whole team again for sure.
Jessica , Financial Planner
"I Close 6 Cases in 4 days after applying what I learnt..."
I wanted to quit the industry because I was not doing well for a few years. Then I saw Dr Sanjay's video on Youtube and decided to give it a last try by attending his event. I read his books, attended a few of his events and I'm happy to say my sales 7x from previous year. I realized everything I was taught was wrong from the start. I will defintely attend Final Sprint 2020 to listen to the legend again.
Wen Li, Financial Planner
"See it to believe it... there is a reason why many top advisors are attending Dr Sanjay event"
I know that many top advisors in our industry are learning from Dr Sanjay himself and being curious, I decided to sign up for his session. I realized he is not only humble but down to earth. In the session, he shared practical strategies that I have tested and see results.
I can feel his generosity in sharing and really appreciate his effort.
I've been in the financial planning industry long enough to tell you not everyone is okay with sharing their secrets and Dr Sanjay actually share everything he knows. I'm definitely attending this year end session because I know what he share can definitely help me improve my income and give me more clarity for the last quarter.
Peter, Financial Planner
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 2022, Dr. Sanjay has successfully cross 500 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 sharing be relevant to us?
Absolutely! This is because even though Dr. Sanjay is based in Dubai, his clients come from 53 countries including many parts of Asia. 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
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.
All the fees collected are use to cover the production cost of the event.
Do I have to download any application for the online coaching?
You won't need to download any application, we will send you the link to join the session.
How effective are these strategies shared?
The strategies share are tested and proven by many members of the mentoring family especially the Big Case Closer members. Lets be honest, there are many new methods you can implement in your business. Dr. Sanjay will be running through all of them with you during the online session.
During the online coaching, you will also have notes to refer too so all the frameworks he will be sharing in the session you will be able to find it in the PDF notes given before the session.
How is Insurance Specialization different from other sessions?
In the ever-evolving world of insurance, standing out is no longer an option; it's a necessity. One of the biggest pain points for insurance professionals is the saturation of the market. Clients are bombarded with similar offerings, and advisors struggle to differentiate themselves. This is where specialization comes into play. By honing in on a niche, advisors can become experts in specific areas, providing unparalleled value to their clients.
Will I Still Get To Listen To Dr. Sanjay Tolani After Insurance Specialization 2024?
Not sure. Dr. Sanjay set up Sanjay Mentoring Family to help advisors who are lost in this career. His mission is to make financial planning happier and easier for everyone has been achieved after 5 years of hard work.
Dr. Sanjay will be focusing more of this time in this own insurance business and the big case closer family. He is not a trainer and doesn't want to be one. He has produced enough materials to help new advisors get started.
He might be organizing more meet up if he has the time, but for now he has no intention.
This is also why Insurance Specialization 2024 is expected to be the largest year open event for the family thus far.
What are the details of this Online Coaching?
In this coaching, you will learn the latest insurance strategies from top agent Dr. Sanjay himself. He will be sharing with you what he has been working on for the past to months to achieve his targets even in tough situations like this.
While Dr. Sanjay frequently gives talk, this is the only time he is willing to share his last sprint strategies for the mentoring family. So if you MISS IT, there is no replay for it.
Unlike a typical seminar, this online coaching requires participant to practice their skills on the spot so Dr. Sanjay can correct them. So get ready to participate actively, because practice makes perfect, doesn’t it?
How often will this online coaching take place?
This is an one time off event. This might be one of the last few times you get to hear from Dr. Sanjay personally because starting from 2024, Dr. Sanjay Will be back to focus on his insurance business and the Big Case Closer Family.
So please attend if you are serious on learning.
In the future, the coaching might be carried out by appointed mentee rather than Dr. Sanjay himself. So grab this chance to interact with him in the session while you can!
To make the learning environment more inclusive, we are limiting the numbers of seats to the coaching.
Should new advisor attend this event? Will the content covered be be too advance?
Every advisor should attend Insurance Specialization 2024 to help them strategize their plan correctly and hit their target.
✅ I will be inviting 4 of my top big case closer mentees who come from different specializations to share with you case studies on how they got started and how you can adapt their strategies into your own market.
This is a golden opportunity to learn from the best in the field and gain insights that can propel your career to new heights. We’re doing this session for free because we believe the BEST way to give back is by sharing our best knowledge, all I’m asking you is to invest your time to come down ok?
I have other questions.
For any inquiries, please write in to me@sanjaytolani.com.
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