4 Effective Presentations To Sell Life Insurance for New Financial Advisors in 2025

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I know many of you are asking: “What’s the best way to explain life insurance without sounding too technical?”

Well, this video is the answer. In this video, I’ll show you 4 effective & powerful concept presentations that simplify the message and help clients say “yes”, even if you're just starting out.

If you like this video, don’t forget to subscribe to my Youtube channel and leave a comment in the comment section below telling me “I love this content”, so my team and I can be motivated to produce more awesome content for you. 

Remember “To Focus On WHY BUY Insurance” and I’ll see you in the next video.

This is Dr. Sanjay Tolani. Together, let's make financial planning easier and happier for everyone.
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⏰ Chapters:
0:00 - 4 effective & powerful concept presentations to sell life insurance
00:39 - Product selling vs Concept selling
01:21 - What is concept presentation?
01:50 - Concept presentation 1: The Flow of Water
03:08 - Concept presentation 2: The Roots & Tree
04:04 - Concept presentation 3: My father's presentation
05:08 - Concept presentation 4: The 28,000 Concept Presentation
06:38 - What's next for you?

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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 15 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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