"REDEFINE & REDISCOVER MARCH" BY-DISHA ACADEMY

By Pradeep Patil

Why March, What about February?

Start writing

Start Dreaming

Ride on Action Plan

START COUNTING

March always Dil Mange More
•More people you
Meet, More results

•More people you
talk, More Result

•More time you
spent with Prospect,
More Results

•More you Learn ,
More you Earn

•More you
Understand,
Future will Stand

•More you invest
your best, Reap the
harvest Forever

•More you Dreams ,
More you Succeed

•More you Spend,
More you Earn

•March always gives
extra Mileage Break
the thinking barrier
of Prospect

•AVAIL DATING BACK
FACILITY IN MARCH

IMPACT OF DATING BACK
•Gives extra mileage
on Maturity

IMPACT OF DATING BACK
•Gives extra Mileage
as Business
Expenses

IMPACT OF DATING BACK
•Gives extra mileage
in Policy Loan

IMPACT OF DATING BACK
•Gives extra mileage
in Tax Benefit

IMPACT OF DATING BACK
•Gives extra mileage
for investing in Lean
Months

IMPACT OF DATING BACK
•Gives extra mileage
for Bonus

IMPACT OF DATING BACK
•Only investment one
can exercise Dating
Back

Impact of Dating back
•Estate Creation
without stamp duty

Impact of Dating back
•Creation of Crore’s
of Rupees Will
without Making a
Money

•Estate transfer to
their successor &
dependents through
Life Insurance

• R U looking @100%
Investment exemption
from UR business account

•Try to find
CROREPATI CAR’S

•Try to find Luxury
House Owners

•Implement Concept
Marketing than a
product

• To Acquire wealth is
Difficult, To Preserve it
more Difficult, But Nourish
it wisely, the most Difficult
of All

•Find Which are
Earning Years &
Spending Years in
Life

•As an Advisor check
the Financial Health
of the Customer-
DIAGONISIS

•Financial Advisor is a
DOCTOR of Customer
Prescribe or
Recommend Plan

• Customer need Asset
Creation-
• Asset Maintenance-
• Asset Preservation-
PLAN

Objection
•“I will think it over”
or “Call me later”,
Product Objection

Objection
•“I have got to speak
to my husband/wife
/partner”

Objection
•No-Need Objection
•That costs too much !
Your price is too high!

•List three reasons why a
prospect should buy
from you personally
rather than from
someone else

•Rehearse your sales
presentation in mind
b4 U get face to face

•R U Expert in
making Intangible to
Tangible Product?

•Have you made
enough Research
about your
prospect?

•Think on paper—
write and rewrite
your major goals
every day

Feb & March
• Ask for what you want. Ask
for help, ask for input, ask
for advice and ideas—but
never be afraid to ask

• Ask Ur self What U want?
Why U want? When U
want? How much U want?

•Buyers are more
educated today than
ever before

•Remember If you
want to earn more,
you must first learn
more

•Make every minute
count

• Use SMS
• PHONE
• E-MAIL
• WHATSAPP
• VISITS

• One ECS Monthly Premium
will get Full Year Bonus

• SMALL LIVES – WILL CREAT
MORE LIFE IN PROFESSION

• Ask BIG in Feb & March in
these months you will get
what u searching for.

• Project Insurance as
Portfolio of Investment
with Facts & Figures

• Sound & relevant
knowledge on tax
concessions connected to
Insurance is important

• Enter in to socially
influential & a status
conscious society

• Develop Skill of Right to
negotiate premiums

• Sponsoring, Addressing,
Organizing, Holding are the
crucial four factors of
activity of Feb & March

• One successful Big case in
HNI will help to follow
other HNI

• Passion & Patience is
required along with value
added information at every
stage.

• Plan your market,
customers, competitors,
and yourself

• Deal with Security, Liquidity, Stability,
Return on Investment, inflation,
Income tax, Market Condition, Asset
class, Guaranteed Returns, CIR, Auto
Cover, PWB etc will be a solution for
Life time Cash Flow & Wealth
Accumulation

• Create Marketing is a
Need, and not Product

• Must know Asset allocation
• Cost Analysis
• Tax Analysis
• Govt. Policy decision

• Study the objection &
prepare the solution

• Every customer is Unique &
different think and act

• Act like financial consultant
and not Agent

• You must act as a Under
writer and Actuary in the
crucial month of March

• Evaluate Self, Spouse,
Exempted and Deemed
Income of the Customer

• Some times Authorities waive
the matching insurance
condition
• Again it all depends how you
represent

• Be a expert to convince to
ZUS & CUS, Refer Big Cases
completed on which
grounds

• How to overcome from the
problem of inadequate
income to complete the
proposal is big question?
ANSWER

• Answer- Past, Present &
Future Income &
Investment
(Disclosed & Undisclosed)
Projection

• Any scope for using
Funding from other fly
members & Old Policies,

• Collect estimated income
from Chartered Accountant

• Collect information about
Valuation of Assets,
Depreciation, projected
expenses, Stock Position,
Reserve

• Any Provision
• Rent Receipt
• Bank Statement
• Balance sheet
• Personal Note Diary
• Investment Certificate

• Depending upon future
Growth of the Industry or
Business Turn over is also vital
point to convenience
DUS/ZUS/CUS Authorities

Kindly send your views and reviews only on my personal
Telegram as well as WhatsApp Mobile No.9448133179
Pradeep Patil
Founder Disha Academy