Скачать или смотреть The Traditional Way To Sell Insurance | Financial Planning Strategy | Dr Sanjay Tolani

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One of the key important things that all of us need to understand is TECHNOLOGY is supposed to assist us in CLOSING A CASE. Technology supposed to allow us to make documentation easier. 💪🏼

However, when you getting COMMITMENT from a client DO NOT USE TECHNOLOGY, go back to traditional standards Which is using a piece of PEN AND PAPER 📝

It allows you to be able to draw, write down thoughts, write down comments and allow the client to think rather than run through a presentation on an Ipad. You see, when a client makes a decision, only after that, use technology to streamline your process. ✅

Rather than using technology to explain something to your client we are still going to be talking about this because OLD SCHOOL is still the way forward when it comes to a traditional product like selling LIFE INSURANCE.

You see, life insurance is a product that clients don’t buy. They still have to be sold to, if you have to sell you still have to do the presentation and technology is not the way there.

Use a PEN AND PAPER, use that to be able to do things. You can also use an Ipad, so you can even DRAW ON AN IPAD but make sure it looks like pen and paper. If clients DON'TFEEL that you giving them ADVICE RESPECTIVE to them. They will think is a very GENERIC FLUFF and that fluff DOES NOT SELL. Be REALISITC, be GENUINE, and give TRUE ADVICE. 💯🙌🏼



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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 12 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.