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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 2022, he has successfully attained 500 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.

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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….(read more)

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As we approach the year 2023, the world is becoming more and more proactive in planning for retirement. Retirement plans have become an important aspect of financial planning. As an insurance agent or a financial advisor planning to sell a retirement plan, you have to be prepared to offer quick but efficient solutions to your clients. Here are essential tips on how to sell a retirement plan in just five minutes.

Keep it simple
A retirement plan can be a complex subject, but when selling it, simplicity is key. Avoid using technical terms or irrelevant figures; instead, use language that your clients can understand. Explaining the various options available to them in the simplest ways possible can attract more clients.

Focus on the Benefits
It is essential to concentrate on the benefits of the plan rather than its technical details. Highlight how the plan can help your clients achieve financial independence in later stages of life. Focus on guaranteed monthly income, potential future savings, and tax benefits offered.

Show them the Numbers
A great way to demonstrate the advantages of the plan is by giving clients immediate numerical comparisons. Show them how much they stand to gain after investing in your plan versus other retirement programs. The use of illustrations and charts can come in handy in clearly presenting these numbers. Employ relevant concepts such as compound interest and the time value of money to provide a clear picture.

Use a Soft Sell Approach
Your tone of voice, body language, and demeanor should communicate a soft-sell approach. Avoid being pushy or aggressive about the benefits of the retirement plan. Listen carefully to your clients’ concerns and offer detailed solutions that meet their specific needs. Remember, building trust and establishing a relationship is an integral part of the process.

Provide a solid action plan
The last element of a successful retirement plan sale is offering a detailed action plan. Your clients must get a good feel of what the plan entails, and how the process will work before investing. This includes the time it takes to commence the plan, the application process, and any documentation required. Be sure to walk your clients through each of the processes involved in implementing the plan.

Conclusively, selling a retirement plan in five minutes may seem daunting, but it is achievable if you have the right tools. Keep it simple, focus on the benefits, show them the numbers, use a soft sell approach, and provide a concrete action plan. These steps will see you improve your chances of closing a successful retirement plan sale.