"REDEFINE & REDISCOVER MARCH" BY-DISHA ACADEMY
EYE OPENER FOR ALL LIC MARKETING FORCE TO HOW TO ENCASH MARCH
EYE OPENER FOR ALL LIC MARKETING FORCE TO HOW TO ENCASH MARCH
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By Pradeep Patil
Why March, What about February?
Start writing
Start Dreaming
Ride on Action Plan
START COUNTING
March always Dil Mange More<br />
•More people you<br />
Meet, More results
•More people you<br />
talk, More Result
•More time you<br />
spent with Prospect,<br />
More Results
•More you Learn ,<br />
More you Earn
•More you<br />
Understand,<br />
Future will Stand
•More you invest<br />
your best, Reap the<br />
harvest Forever
•More you Dreams ,<br />
More you Succeed
•More you Spend,<br />
More you Earn
•March always gives<br />
extra Mileage Break<br />
the thinking barrier<br />
of Prospect
•AVAIL DATING BACK<br />
FACILITY IN MARCH
IMPACT OF DATING BACK<br />
•Gives extra mileage<br />
on Maturity
IMPACT OF DATING BACK<br />
•Gives extra Mileage<br />
as Business<br />
Expenses
IMPACT OF DATING BACK<br />
•Gives extra mileage<br />
in Policy Loan
IMPACT OF DATING BACK<br />
•Gives extra mileage<br />
in Tax Benefit
IMPACT OF DATING BACK<br />
•Gives extra mileage<br />
for investing in Lean<br />
Months
IMPACT OF DATING BACK<br />
•Gives extra mileage<br />
for Bonus
IMPACT OF DATING BACK<br />
•Only investment one<br />
can exercise Dating<br />
Back
Impact of Dating back<br />
•Estate Creation<br />
without stamp duty
Impact of Dating back<br />
•Creation of Crore’s<br />
of Rupees Will<br />
without Making a<br />
Money
•Estate transfer to<br />
their successor &<br />
dependents through<br />
Life Insurance
• R U looking @100%<br />
Investment exemption<br />
from UR business account
•Try to find<br />
CROREPATI CAR’S
•Try to find Luxury<br />
House Owners
•Implement Concept<br />
Marketing than a<br />
product
• To Acquire wealth is<br />
Difficult, To Preserve it<br />
more Difficult, But Nourish<br />
it wisely, the most Difficult<br />
of All
•Find Which are<br />
Earning Years &<br />
Spending Years in<br />
Life
•As an Advisor check<br />
the Financial Health<br />
of the Customer-<br />
DIAGONISIS
•Financial Advisor is a<br />
DOCTOR of Customer<br />
Prescribe or<br />
Recommend Plan
• Customer need Asset<br />
Creation-<br />
• Asset Maintenance-<br />
• Asset Preservation-<br />
PLAN
Objection<br />
•“I will think it over”<br />
or “Call me later”,<br />
Product Objection
Objection<br />
•“I have got to speak<br />
to my husband/wife<br />
/partner”
Objection<br />
•No-Need Objection<br />
•That costs too much !<br />
Your price is too high!
•List three reasons why a<br />
prospect should buy<br />
from you personally<br />
rather than from<br />
someone else
•Rehearse your sales<br />
presentation in mind<br />
b4 U get face to face
•R U Expert in<br />
making Intangible to<br />
Tangible Product?
•Have you made<br />
enough Research<br />
about your<br />
prospect?
•Think on paper—<br />
write and rewrite<br />
your major goals<br />
every day
Feb & March<br />
• Ask for what you want. Ask<br />
for help, ask for input, ask<br />
for advice and ideas—but<br />
never be afraid to ask
• Ask Ur self What U want?<br />
Why U want? When U<br />
want? How much U want?
•Buyers are more<br />
educated today than<br />
ever before
•Remember If you<br />
want to earn more,<br />
you must first learn<br />
more
•Make every minute<br />
count
• Use SMS<br />
• PHONE<br />
• E-MAIL<br />
• WHATSAPP<br />
• VISITS
• One ECS Monthly Premium<br />
will get Full Year Bonus
• SMALL LIVES – WILL CREAT<br />
MORE LIFE IN PROFESSION
• Ask BIG in Feb & March in<br />
these months you will get<br />
what u searching for.
• Project Insurance as<br />
Portfolio of Investment<br />
with Facts & Figures
• Sound & relevant<br />
knowledge on tax<br />
concessions connected to<br />
Insurance is important
• Enter in to socially<br />
influential & a status<br />
conscious society
• Develop Skill of Right to<br />
negotiate premiums
• Sponsoring, Addressing,<br />
Organizing, Holding are the<br />
crucial four factors of<br />
activity of Feb & March
• One successful Big case in<br />
HNI will help to follow<br />
other HNI
• Passion & Patience is<br />
required along with value<br />
added information at every<br />
stage.
• Plan your market,<br />
customers, competitors,<br />
and yourself
• Deal with Security, Liquidity, Stability,<br />
Return on Investment, inflation,<br />
Income tax, Market Condition, Asset<br />
class, Guaranteed Returns, CIR, Auto<br />
Cover, PWB etc will be a solution for<br />
Life time Cash Flow & Wealth<br />
Accumulation
• Create Marketing is a<br />
Need, and not Product
• Must know Asset allocation<br />
• Cost Analysis<br />
• Tax Analysis<br />
• Govt. Policy decision
• Study the objection &<br />
prepare the solution
• Every customer is Unique &<br />
different think and act
• Act like financial consultant<br />
and not Agent
• You must act as a Under<br />
writer and Actuary in the<br />
crucial month of March
• Evaluate Self, Spouse,<br />
Exempted and Deemed<br />
Income of the Customer
• Some times Authorities waive<br />
the matching insurance<br />
condition<br />
• Again it all depends how you<br />
represent
• Be a expert to convince to<br />
ZUS & CUS, Refer Big Cases<br />
completed on which<br />
grounds
• How to overcome from the<br />
problem of inadequate<br />
income to complete the<br />
proposal is big question?<br />
ANSWER
• Answer- Past, Present &<br />
Future Income &<br />
Investment<br />
(Disclosed & Undisclosed)<br />
Projection
• Any scope for using<br />
Funding from other fly<br />
members & Old Policies,
• Collect estimated income<br />
from Chartered Accountant
• Collect information about<br />
Valuation of Assets,<br />
Depreciation, projected<br />
expenses, Stock Position,<br />
Reserve
• Any Provision<br />
• Rent Receipt<br />
• Bank Statement<br />
• Balance sheet<br />
• Personal Note Diary<br />
• Investment Certificate
• Depending upon future<br />
Growth of the Industry or<br />
Business Turn over is also vital<br />
point to convenience<br />
DUS/ZUS/CUS Authorities
Kindly send your views and reviews only on my personal<br />
Telegram as well as WhatsApp Mobile No.9448133179<br />
Pradeep Patil<br />
Founder Disha Academy