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[eBook] Financial Planning Playbook by Dr. Sanjay Tolani

[eBook] Financial Planning Playbook by Dr. Sanjay Tolani

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Description

Dear Future Financial Planner,

I know it is a tough period for many of us. The economy is looking bad and clients are thinking of reducing their coverage or withdrawing their policies. 

To some of us, this might be crisis but to hardworking advisors like you, this might just be the greatest opportunity of the lifetime. 

This is in fact the best time to increase your client base and reach out to as many people as you can to educate them on the importance of financial planning. 

Why? Because clients now see the importance of having insurance. They will be worried what happen to their loved ones if they are sick or not around anymore? Only YOU can help them!

Here's the good news, I've written a book: Financial Planning Book which helps your client to understand why they need financial planning and after reading it, I will encourage them to speak to you for advice.
In this book, your clients will learn:
Why Do They Need Financial Planning?- I will tell them stories of what happen when they are lack of financial plannings, I will even share with them benefits of good financial planing. 
​The 5 Stages of Financial Planning - I will share with them how to do their own financial planning and allow them to understand what insurance products are they currently lacking and in the urgent need to get them. 
​How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell them exactly how much insurance they should buy. 
Retirement Planning - For the first time ever, I will explain to them the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help them tide through tough periods. 
​6 Common Objections - I will run through common objections faced when a person try to buy insurance and hopefully convince them the importance of insurance before you even approach them. 
​​Call To Action - The book ends off with me asking them to speak to their advisor. It will be good if you can pass this book to them with a note asking them to look at specific pages. This can create more interaction between you and them!
And the list goes on.. I even included my own personal journey explaining how I struggled as an agent which inspired me to document down these strategies till this day.

Remember: This book serves to provide the tips and strategies on financial planning, but most importantly you read to apply and practice these strategies. I hope you enjoy reading the book as much as I enjoyed writing it!

Payment and delivery:
1. Please provide your EMAIL address in “message:” during checkout.
2. The download link will be emailed to you after payment has been confirmed.

🔥 Only soft copy of ebook will be delivered. No Hard copy.
🔥 All files will be delivered through Google Drive.
🔥 Lifetime Access

Kindly PM us if you are looking for other ebooks.
Have fun! Happy reading.

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