Must Watch Video for Every Life Insurance Agent
Must Watch Video for Every Life Insurance Agent Sr. Life Insurance Training Professional, CFP Aspirant Mr. Prabakaran working with Max Life Insurance as a Regional Training Manager, Chennai delivered an excellent presentation in our 2016 series 2nd CFP Learning Conference " Logical & Magical 5 Steps to achieve 100+ Cr AUM" in Hyderabad on 17th July 2016. Key Learning from his presentation is as below # Benefits of CFP to Life Insurance Agents # Benefits to Customers from CFP Practitioner Be a Future Ready…Be a CERTIFIED FINANCIAL PLANNER with India's Best Expert Coach Mr. Keyur Shah by March 2017. Double your Client Acquisition, Client Advisory and Client Retention Skills…Minimum 100% return pa on Investment subject to implementation of learning. Classroom: FEE 45k...pay in 3 monthly installments of 15k 74th Batch (15 Weekends)- Aug to Nov 2016 (Every Saturday)- 9am to 2pm- 75 hrs training- Starting from 20th Aug 2016 @ Kandivali W...Last 1 seat left...Net FEE 45k...pay in 3 monthly installments of 15k OR Last 1 Seat Left in Aug 16 Batch of CFP Video Learning Kit: In last 3 years, 71+ participants have already successfully completed their CFP certification in Regular pathway or Challenge Pathway with good grades @ 1st attempt. Regular / Challenge pathway Aspirant: Rs. 39k..pay in 3 monthly instalments of 13k Pls visit our website to Read /Speak 251+ Success stories before joining with me and post feel free to call. 9167362201 / 9930751709 / 7678063281 KEYUR SHAH, CFP^CM (A Grade), BE, MBA, India's Best Expert Coach (Fast Track CFP)-The CFP Aspirant Club (INDIA), Mumbai. FPSB India CERTIFIED Trainer & Resource Person (Education Partner) www.TheCFPaspirantClubIndia.com Office: Xth Central Mall, 2nd Floor, No. 25, Nr. D Mart, Opp. Axis Bank, Mahavir Nagar, Kandivali W, Mumbai Stay Updated…Like our FB page https://www.facebook.com/TheCfpAspirantClubindia
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Must Watch Video for Every Life Insurance Agent
- 1. Prabakaran Regional Training Manager Max Life Insurance CFP & Client Portfolio Management
- 2. 1 What CFP will do to me ? 2Max Life Insurance
- 3. CFP & Client Portfolio Management • CFP helps you to: • Grow as a Professional • Acquire & Enhance financial planning knowledge • Serve your client better and increase the client satisfaction and retention Let’s understand in detail.
- 4. We are Professionals Professionals are educated individuals who are paid for their services, who enjoy considerable work autonomy, a comfortable income and are commonly engaged in creative and challenging work. CFP helps you to grow as better professional thereby increasing your business.
- 5. CFP helps you achieve the highest level of professionalism! Growing as Professionals Certified Financial Planner Financial Planner Financial Advisor Insurance Advisor Insurance Agent Do you want to achieve highest level of professionalism?
- 6. Requisites to Grow as a Professional Achieving Goals Implementation Extensive Practice Skill Development Best Professional Basic Training
- 7. “It seems that only 3% people have written goals and plans, and they earn more than the other 97% put together. The tragedy is that everyone thinks they have goals. But what they really have are hopes & wishes”. Brian Tracy Best Selling Author and Professional Speaker
- 8. HOW…? How simply increase your case size by proper need analysis? How to use simple facts & figures to sell with ease? How some agents are always able to close big cases in the industry? How to use small planning tools to create big impact in clients portfolio? CFP helps you to answer all your concerns, let’s see HOW?
- 9. New life for the Top Agent Advisors Certified Financial Planner Get New Market Portfolio Management Skills Get More Prospects Improve Earning Increase Business from existing Customers Earn Additional Referrals
- 10. Why CFP? Customer Future is very uncertain these days! How will I manage my portfolio? How can I generate better returns on my investment? I need professional investment advise
- 11. 2 What CFP Can do my Clients? 11Max Life Insurance
- 12. Phase I Education Phase II Earning Years Phase III Post Retirement Years Age- 22 yrs Age- 60 yrs Marriage Child birth Child’s Education Child’s Marriage Housing 22 yrs 38 yrs 20-30 yrs Understanding Human Life Cycle Death, Disability and Illness can destroy all planning
- 13. Eventualities in Life 13 Positive Sides of Life Negative Sides of Life
- 14. 4 Scenarios of Life Unfortunate Lucky Fortunate Unlucky 4. Major/minor injury/illness Insured 3. Major injury / illness No insurance 2. Minor injury / illness No insurance 1. No injury / illness Mr. Prospect, if you have a choice, which scenario of life will you choose?
- 15. Steps of Financial Planning Establish Relationship Identify and Quantify Goals Prioritize Goals Make a Financial Plan and Advise Timely Review of Plan
- 16. 16 Financial Tools for Need Analysis
- 17. CFP: Value Addition Asset Class Amount Invested Rate of Return Total Earning Equity Rs. 25 12% Rs. 3 Debt Rs. 75 8% Rs. 6 Total Rs. 100 Rs. 9 My client is 30 year old and has little time and knowledge to manage his finance. Therefore, his portfolio looks like: Mr. Gupta: Agent Advisor
- 18. CFP: Value Addition Through my advice according to his risk appetite, the new portfolio can be like this generating higher returns. Mr. Gupta: Agent Advisor Asset Class Amount Invested Rate of Return Total Earning Equity Rs. 50 12% Rs. 6 Debt Rs. 50 8% Rs. 4 Total Rs. 100 Rs. 10
- 20. Thank you