Fire financial independence & retire early, by Prashant Sawant
•Download as PPTX, PDF•
1 like•393 views
The document discusses the book "Your Money or Your Life" by Vicki Robin and the FIRE (Financial Independence, Retire Early) movement. It provides information on retirement calculators, savings rates, ESI (Earn, Save, Invest) in LIC, the three components of FIRE (Fat fire, Lean fire, and Barista fire), and advertising various financial courses offered by Prashant Sawant on Fridays and Saturdays for Rs. 9990-9999.
Report
Share
Report
Share
Recommended
Know What is FIRE Movement
We would love to teach you how you can achieve FIRE with the most dependable process on earth. Visit us to know more: https://thereination.com/
Financial Planning - Helping You Sail Successfully into the Future
This document summarizes the key aspects of developing a comprehensive financial plan. It discusses that a financial plan should address goals, assets, debts, taxes, investments, insurance, estate planning and more. It outlines the multi-step process of developing a plan, including initial interviews, data gathering, analysis, draft reviews and implementation. It emphasizes that a good financial plan takes over 20 hours to fully prepare. The document also provides background on the author, Frank Wiginton, a certified financial planner who believes comprehensive planning is needed to make appropriate financial recommendations and decisions.
Personal financial planning
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Personal finance
The document summarizes statistics on Americans' financial literacy and habits from a 2017 survey. It finds that many Americans lack savings and budgets. While credit card and other debt is high, spending is decreasing. Younger adults are more likely to save than older generations. The document also provides an overview of free online personal finance courses and resources that cover topics like spending, credit, income, investing, insurance, and financial decision-making. Course materials are aligned with state and national standards. Additional supplemental resources for teaching personal finance are also referenced.
Financial Literacy Presentation
November is Financial Literacy month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can be detrimental to mental and physical health, families, relationships and even productivity. With this in mind, we’re providing our advisors with a powerpoint presentation to promote financial literacy in the community. Download it at: https://financialtechtools.ca/financial-literacy/
Financial Planning - 101
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
Financial freedom-ebook
This document provides an overview of saving options for overseas Filipino workers (OFWs). It discusses regular savings accounts that allow flexibility but have low interest rates. Time deposit accounts offer higher interest rates but lock up funds for a set period. Special retirement savings accounts specifically target retirement goals with even higher rates and tax benefits, though early withdrawals face penalties. The document aims to help OFWs strategically save and invest their earnings.
Financial independence
Financial independence presentation that I made for a few friends and family members; I don't claim to be an expert at all, but this is some of the fun and interesting tidbits that I really liked about financial independence.
Your results may vary; and your tastes may be different then mine, but I really like the concept of asset allocation in the passive sense
Recommended
Know What is FIRE Movement
We would love to teach you how you can achieve FIRE with the most dependable process on earth. Visit us to know more: https://thereination.com/
Financial Planning - Helping You Sail Successfully into the Future
This document summarizes the key aspects of developing a comprehensive financial plan. It discusses that a financial plan should address goals, assets, debts, taxes, investments, insurance, estate planning and more. It outlines the multi-step process of developing a plan, including initial interviews, data gathering, analysis, draft reviews and implementation. It emphasizes that a good financial plan takes over 20 hours to fully prepare. The document also provides background on the author, Frank Wiginton, a certified financial planner who believes comprehensive planning is needed to make appropriate financial recommendations and decisions.
Personal financial planning
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Personal finance
The document summarizes statistics on Americans' financial literacy and habits from a 2017 survey. It finds that many Americans lack savings and budgets. While credit card and other debt is high, spending is decreasing. Younger adults are more likely to save than older generations. The document also provides an overview of free online personal finance courses and resources that cover topics like spending, credit, income, investing, insurance, and financial decision-making. Course materials are aligned with state and national standards. Additional supplemental resources for teaching personal finance are also referenced.
Financial Literacy Presentation
November is Financial Literacy month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can be detrimental to mental and physical health, families, relationships and even productivity. With this in mind, we’re providing our advisors with a powerpoint presentation to promote financial literacy in the community. Download it at: https://financialtechtools.ca/financial-literacy/
Financial Planning - 101
This document is an attempt to create financial literacy among salaried professionals who have begun their professional career. The intent of the document is to emphasize financial planning and create awareness about various asset classes. The sample financial plan is also available in excel format for you to experiment your financial needs. If your are interested in the excel based plan, please send an email to me.
Should you need any clarification/help, just send an email.
Happy learning!
Financial freedom-ebook
This document provides an overview of saving options for overseas Filipino workers (OFWs). It discusses regular savings accounts that allow flexibility but have low interest rates. Time deposit accounts offer higher interest rates but lock up funds for a set period. Special retirement savings accounts specifically target retirement goals with even higher rates and tax benefits, though early withdrawals face penalties. The document aims to help OFWs strategically save and invest their earnings.
Financial independence
Financial independence presentation that I made for a few friends and family members; I don't claim to be an expert at all, but this is some of the fun and interesting tidbits that I really liked about financial independence.
Your results may vary; and your tastes may be different then mine, but I really like the concept of asset allocation in the passive sense
Retirement Planning Process
1) The document outlines the steps for retirement planning which include identifying goals and expenses, inventorying assets and income sources, analyzing the likelihood of reaching goals, creating an action plan, and monitoring the plan.
2) It emphasizes prioritizing retirement objectives from most to least important and quantifying essential versus non-essential expenses.
3) Key retirement income sources like Social Security, pensions, and investments are discussed along with ensuring reliable income will cover minimum expenses and filling any gaps.
Financial planning & Investor awareness
Financial planning
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ... SEBI
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial independence
This document discusses financial independence and ways to achieve it. It explains that financial independence provides employment freedom, choice in how to spend money, reduced stress, and the ability to pursue passions. It recommends two approaches: accumulating revenue-generating assets until they exceed expenses, or reducing expenses while accumulating assets. The document also discusses compounding returns through early saving and tax-deferred accounts. It contrasts active versus passive investment management and provides examples of passively-managed portfolios. Finally, it notes the importance of low expense ratios for maximizing retirement savings through compound interest.
Financial_literacy_power_point_10-8-8
America faces a financial literacy crisis, as evidenced by rising unsecured debt levels and credit card misuse. Two-thirds of households will likely fail to achieve their life goals due to financial illiteracy. Financial literacy involves understanding key areas like money management, spending, savings, and risk to achieve long-term goals like homebuying, retirement, and unexpected life events. Lifelong learning is needed to maintain financial literacy.
Amfi investor awareness programmed
The document provides information on various investment options available to investors and highlights why mutual funds are a good investment choice. It begins by listing different instruments like EPF, PPF, NSC, FDs, senior citizen savings schemes etc. and provides details on their tax benefits, expected returns and duration. It then shows how inflation and taxes can erode the value of just keeping money in a savings account.
The document outlines some challenges of direct equity investing like requirement of capital, time, expertise and lack of information. It also discusses key factors to consider while investing like liquidity, safety, convenience, post-tax returns. It defines mutual funds and explains how they work by pooling money from multiple investors and investing in different
Basics of Wealth and Investment Management
Investing requires planning goals and determining one's investment style and risk tolerance. Goals may include retirement, a house down payment, or a child's education. The amount one can invest regularly and time horizon must be considered. Investment style depends on how much risk an individual is comfortable with, such as tolerating short-term price fluctuations or potential downsides. Carefully planning goals and understanding one's risk tolerance are essential for successful long-term investing.
Financial planning
This document discusses the importance of financial planning and having a financial planner. It asks a series of questions to determine if the reader invests regularly, has financial goals, knows their net worth and risk profile, has sufficient insurance or an emergency fund, and if they will have enough savings for retirement. The document suggests that while some people try to plan their finances themselves, it may be better to seek out a financial planner who has expertise to ensure one's finances are healthy.
Personal financial planning
Financial planning involves making funds available from current resources to meet future needs. It encompasses risk, estate, tax, investment, retirement, and savings (RETIReS). Financial planning aims to maximize returns while maintaining liquidity and safety of funds. It cannot prevent unforeseen circumstances but can provide financial support. Financial planning needs vary throughout one's lifecycle from being a learner, earner, partner, parent, provider, and retiree. At each stage, different financial priorities and needs exist. Life insurance can be an integrated part of financial planning by helping to create, protect, and accumulate assets at different life stages. The basic objective of financial planning is to allow a comfortable retirement without compromising lifestyle.
Power of compounding
Albert Einstein said 8TH Wonders of the world is power of compounding. The longer u stay invested, you will the higher returns. We should invest regularly and start early so that the returns are higher.
Financial planning
The document provides information on financial planning across different life stages in 4 steps:
1) Analyzing current financial status, 2) Setting financial goals, 3) Developing a plan to achieve goals, and 4) Regularly reviewing progress. It emphasizes the importance of starting financial planning early to benefit from compounding returns over time. Various strategies are outlined for savings, investment, risk management, taxation, and retirement planning to work towards financial independence.
Personal Financial planning & Management
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Financial planning final
This document provides an overview of financial planning, including what it is, its objectives, why it is needed, and the benefits it can provide. Financial planning is a process that identifies an individual's financial needs and goals over time and ensures they have the necessary funds available when needed. It involves savings and investment planning, asset allocation, insurance, taxes, retirement, and estate planning. The benefits of financial planning include having money available for needs and emergencies, maintaining one's standard of living in retirement, tax efficiency, funding education and marriage, and peace of mind.
Financial Literacy
This document discusses financial literacy concepts such as assets, liabilities, cash flow, types of income, and investing. It explains that assets are things of value that are owned, while liabilities are debts owed. The document also discusses the differences between being an employee, self-employed individual, business owner, or investor. It recommends increasing income through financial education and turning earned income into portfolio and passive income over time. The key is to have a long-term financial plan focused on building wealth through investments like real estate, stocks, and mutual funds.
Financial literacy
This document provides an overview of financial literacy. It defines financial literacy as having basic personal finance skills, including understanding income, money management, saving, investing, spending and credit. It notes that financial literacy is important because it results in a higher standard of living, and individuals are responsible for their own financial decisions as social security is less reliable. The document recommends developing a budget to manage debt, minimize negative debt, and plan for the future. It provides tips for credit card usage and avoiding debt. It defines a FICO score and its importance in determining credit risk and interest rates. Students are assigned homework on researching a potential salary, creating a budget, and obtaining their FICO score.
Personal finance planning
This document provides an overview of personal financial planning. Personal financial planning involves analyzing one's current financial position and predicting short and long-term needs. It includes planning for acquiring assets like investments and property, managing one's financial position, saving and investing, managing liabilities and insurance, tax planning, employee benefits, retirement, and estate planning. Saving and investment planning becomes more important as income increases to overcome inflation. Insurance can help manage risks like liability, death, health issues and long-term care, while also providing some tax benefits. Retirement planning determines how to fund expenses after work, while estate planning involves distributing assets after death typically through a will.
Financial Planning for Women
This document provides advice on financial planning. It discusses how people's spending habits have changed from earning, saving, and spending, to earning, spending, and paying monthly installments. It emphasizes the importance of financial planning and having different categories for short, mid, and long-term savings goals. Examples are provided for necessities, discretionary expenses, and long-term goals. The benefits of starting investments early and making regular contributions are shown. Finally, it outlines financial planning steps for different life stages and emphasizes finding the right financial advisor.
Financial awareness
ppt on general financial literacy,hope will help to understand basic concept of some financial terms.financial awreness very much required nowadays.
Financial Literacy
This presentation is made by students of ACPCE - Anamika Mishra, Kirti Karawde, Prathamesh Mahadik, and Ritik Kale.
This presentation introduces the concept of financial literacy to the young generation. It also gives tips on how to go from financially crippled to financially able.
Personal Financial Management through 5nance.com
The document discusses personal financial management. It notes that personal finance addresses how individuals obtain, budget, save, and spend monetary resources over time based on their goals, risk appetite, income, expenses, and accumulated wealth. It also discusses assessing an individual's risk profile based on their life stage and matching them with appropriate financial products and investment classes, from low to high risk, to achieve different return expectations. The conclusion emphasizes the importance of financial education, knowing one's risk tolerance, regularly reviewing one's portfolio, diversifying investments, and analyzing risks of different financial products.
Fixed deposit and it's pros & cons
Fixed deposit is a financial instrument where a sum of money is deposited with a bank or financial institution for a fixed period of time. In return, the depositor is paid a specified interest rate. Some pros of fixed deposits include high interest rates compared to savings accounts, safety of deposited funds if choosing a reputable institution, and lower risk than investing in stocks. However, fixed deposits also have cons like no protection against inflation, inability to withdraw funds before maturity, taxability of interest income, and risk of not being paid back in case of a financial crisis of the institution. Overall, both pros and cons must be considered based on personal factors and requirements when making savings and investment choices.
Power of Habits.pptx
Habits are like soft beds, easy to get in, difficult to get out.
Change your habits, to change your destiny for better.
"Recruitment of MDRT agents" by Prashant Sawant
This document discusses strategies for recruiting agents to become members of MDRT, an association that recognizes high-achieving life insurance agents. Some key advantages of MDRT membership include recognition within the life insurance company and from clients. The document provides tips on targeting candidates from various professions and strategies for pitching MDRT to probables. It also outlines a USA strategy and challenges of recruiting from visa consultants. Finally, it identifies characteristics of successful MDRT agents as having a burning desire, the right attitude, being a good student, and consistency.
More Related Content
What's hot
Retirement Planning Process
1) The document outlines the steps for retirement planning which include identifying goals and expenses, inventorying assets and income sources, analyzing the likelihood of reaching goals, creating an action plan, and monitoring the plan.
2) It emphasizes prioritizing retirement objectives from most to least important and quantifying essential versus non-essential expenses.
3) Key retirement income sources like Social Security, pensions, and investments are discussed along with ensuring reliable income will cover minimum expenses and filling any gaps.
Financial planning & Investor awareness
Financial planning
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ... SEBI
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial Planning: Updates on Financial Planning, Tips to manage money. Know about importance of Financial Planning, rules of financial planning, ...
Financial independence
This document discusses financial independence and ways to achieve it. It explains that financial independence provides employment freedom, choice in how to spend money, reduced stress, and the ability to pursue passions. It recommends two approaches: accumulating revenue-generating assets until they exceed expenses, or reducing expenses while accumulating assets. The document also discusses compounding returns through early saving and tax-deferred accounts. It contrasts active versus passive investment management and provides examples of passively-managed portfolios. Finally, it notes the importance of low expense ratios for maximizing retirement savings through compound interest.
Financial_literacy_power_point_10-8-8
America faces a financial literacy crisis, as evidenced by rising unsecured debt levels and credit card misuse. Two-thirds of households will likely fail to achieve their life goals due to financial illiteracy. Financial literacy involves understanding key areas like money management, spending, savings, and risk to achieve long-term goals like homebuying, retirement, and unexpected life events. Lifelong learning is needed to maintain financial literacy.
Amfi investor awareness programmed
The document provides information on various investment options available to investors and highlights why mutual funds are a good investment choice. It begins by listing different instruments like EPF, PPF, NSC, FDs, senior citizen savings schemes etc. and provides details on their tax benefits, expected returns and duration. It then shows how inflation and taxes can erode the value of just keeping money in a savings account.
The document outlines some challenges of direct equity investing like requirement of capital, time, expertise and lack of information. It also discusses key factors to consider while investing like liquidity, safety, convenience, post-tax returns. It defines mutual funds and explains how they work by pooling money from multiple investors and investing in different
Basics of Wealth and Investment Management
Investing requires planning goals and determining one's investment style and risk tolerance. Goals may include retirement, a house down payment, or a child's education. The amount one can invest regularly and time horizon must be considered. Investment style depends on how much risk an individual is comfortable with, such as tolerating short-term price fluctuations or potential downsides. Carefully planning goals and understanding one's risk tolerance are essential for successful long-term investing.
Financial planning
This document discusses the importance of financial planning and having a financial planner. It asks a series of questions to determine if the reader invests regularly, has financial goals, knows their net worth and risk profile, has sufficient insurance or an emergency fund, and if they will have enough savings for retirement. The document suggests that while some people try to plan their finances themselves, it may be better to seek out a financial planner who has expertise to ensure one's finances are healthy.
Personal financial planning
Financial planning involves making funds available from current resources to meet future needs. It encompasses risk, estate, tax, investment, retirement, and savings (RETIReS). Financial planning aims to maximize returns while maintaining liquidity and safety of funds. It cannot prevent unforeseen circumstances but can provide financial support. Financial planning needs vary throughout one's lifecycle from being a learner, earner, partner, parent, provider, and retiree. At each stage, different financial priorities and needs exist. Life insurance can be an integrated part of financial planning by helping to create, protect, and accumulate assets at different life stages. The basic objective of financial planning is to allow a comfortable retirement without compromising lifestyle.
Power of compounding
Albert Einstein said 8TH Wonders of the world is power of compounding. The longer u stay invested, you will the higher returns. We should invest regularly and start early so that the returns are higher.
Financial planning
The document provides information on financial planning across different life stages in 4 steps:
1) Analyzing current financial status, 2) Setting financial goals, 3) Developing a plan to achieve goals, and 4) Regularly reviewing progress. It emphasizes the importance of starting financial planning early to benefit from compounding returns over time. Various strategies are outlined for savings, investment, risk management, taxation, and retirement planning to work towards financial independence.
Personal Financial planning & Management
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Financial planning final
This document provides an overview of financial planning, including what it is, its objectives, why it is needed, and the benefits it can provide. Financial planning is a process that identifies an individual's financial needs and goals over time and ensures they have the necessary funds available when needed. It involves savings and investment planning, asset allocation, insurance, taxes, retirement, and estate planning. The benefits of financial planning include having money available for needs and emergencies, maintaining one's standard of living in retirement, tax efficiency, funding education and marriage, and peace of mind.
Financial Literacy
This document discusses financial literacy concepts such as assets, liabilities, cash flow, types of income, and investing. It explains that assets are things of value that are owned, while liabilities are debts owed. The document also discusses the differences between being an employee, self-employed individual, business owner, or investor. It recommends increasing income through financial education and turning earned income into portfolio and passive income over time. The key is to have a long-term financial plan focused on building wealth through investments like real estate, stocks, and mutual funds.
Financial literacy
This document provides an overview of financial literacy. It defines financial literacy as having basic personal finance skills, including understanding income, money management, saving, investing, spending and credit. It notes that financial literacy is important because it results in a higher standard of living, and individuals are responsible for their own financial decisions as social security is less reliable. The document recommends developing a budget to manage debt, minimize negative debt, and plan for the future. It provides tips for credit card usage and avoiding debt. It defines a FICO score and its importance in determining credit risk and interest rates. Students are assigned homework on researching a potential salary, creating a budget, and obtaining their FICO score.
Personal finance planning
This document provides an overview of personal financial planning. Personal financial planning involves analyzing one's current financial position and predicting short and long-term needs. It includes planning for acquiring assets like investments and property, managing one's financial position, saving and investing, managing liabilities and insurance, tax planning, employee benefits, retirement, and estate planning. Saving and investment planning becomes more important as income increases to overcome inflation. Insurance can help manage risks like liability, death, health issues and long-term care, while also providing some tax benefits. Retirement planning determines how to fund expenses after work, while estate planning involves distributing assets after death typically through a will.
Financial Planning for Women
This document provides advice on financial planning. It discusses how people's spending habits have changed from earning, saving, and spending, to earning, spending, and paying monthly installments. It emphasizes the importance of financial planning and having different categories for short, mid, and long-term savings goals. Examples are provided for necessities, discretionary expenses, and long-term goals. The benefits of starting investments early and making regular contributions are shown. Finally, it outlines financial planning steps for different life stages and emphasizes finding the right financial advisor.
Financial awareness
ppt on general financial literacy,hope will help to understand basic concept of some financial terms.financial awreness very much required nowadays.
Financial Literacy
This presentation is made by students of ACPCE - Anamika Mishra, Kirti Karawde, Prathamesh Mahadik, and Ritik Kale.
This presentation introduces the concept of financial literacy to the young generation. It also gives tips on how to go from financially crippled to financially able.
Personal Financial Management through 5nance.com
The document discusses personal financial management. It notes that personal finance addresses how individuals obtain, budget, save, and spend monetary resources over time based on their goals, risk appetite, income, expenses, and accumulated wealth. It also discusses assessing an individual's risk profile based on their life stage and matching them with appropriate financial products and investment classes, from low to high risk, to achieve different return expectations. The conclusion emphasizes the importance of financial education, knowing one's risk tolerance, regularly reviewing one's portfolio, diversifying investments, and analyzing risks of different financial products.
Fixed deposit and it's pros & cons
Fixed deposit is a financial instrument where a sum of money is deposited with a bank or financial institution for a fixed period of time. In return, the depositor is paid a specified interest rate. Some pros of fixed deposits include high interest rates compared to savings accounts, safety of deposited funds if choosing a reputable institution, and lower risk than investing in stocks. However, fixed deposits also have cons like no protection against inflation, inability to withdraw funds before maturity, taxability of interest income, and risk of not being paid back in case of a financial crisis of the institution. Overall, both pros and cons must be considered based on personal factors and requirements when making savings and investment choices.
What's hot (20)
More from Prashant Sawant
Power of Habits.pptx
Habits are like soft beds, easy to get in, difficult to get out.
Change your habits, to change your destiny for better.
"Recruitment of MDRT agents" by Prashant Sawant
This document discusses strategies for recruiting agents to become members of MDRT, an association that recognizes high-achieving life insurance agents. Some key advantages of MDRT membership include recognition within the life insurance company and from clients. The document provides tips on targeting candidates from various professions and strategies for pitching MDRT to probables. It also outlines a USA strategy and challenges of recruiting from visa consultants. Finally, it identifies characteristics of successful MDRT agents as having a burning desire, the right attitude, being a good student, and consistency.
Objection handling skills by Prashant Sawant
This document provides guidance on handling objections that may arise during sales conversations. It discusses acknowledging objections, listing possible objections beforehand, and getting conditional commitments. Various common objections like being too expensive, lack of trust, or needing time to think are addressed along with recommended responses. These include emphasizing value versus cost, building trust over time, and explaining the dangers of postponing a decision. Overall guidelines are also given, such as qualifying objections, avoiding arguments, and remaining calm.
"Art of chart" by Prashant Sawant
This document contains notes from an insurance sales training session, including discussions of customer objections, industry jargon, the sales process, and a model chart showing how premium amounts and benefits increase with higher sum assured amounts. It also lists contact information for the trainer, Prashant Sawant.
Pension or tension by Prashant Sawant
The document discusses the importance of retirement planning for Indians. It notes that the number of elderly people in India is projected to rise significantly by 2050. However, most Indians do not adequately plan for retirement. This can result in financial difficulties later in life. Retirement planning is crucial now given rising healthcare costs, longer lifespans, and decreasing interest rates on savings. Starting retirement planning early and contributing regularly over many years can significantly increase funds available at retirement through compounding returns.
Sell on cell by Prashant Sawant
This document provides tips and guidelines for improving telephone sales skills. It discusses improving skills through practice and setting goals for the number of calls and appointments. Some key points covered include using positive language, being prepared with knowledge of your product and company, developing good verbal communication skills, closing calls professionally, and adopting the right attitude of confidence, enthusiasm and belief in yourself and your products. The overall message is that with the right strategies and practice, telephone sales can be an effective way to improve your skills and increase your earnings.
"Art of chart" by Prashant Sawant
This document discusses strategies for selling insurance policies, including handling customer objections, explaining benefits simply without jargon, and determining the right solution based on customer needs and interests. It also provides a sample sales chart showing how premium amounts and benefits increase with higher premium levels. The document aims to make the sales process easier to implement by keeping explanations clear and focused on customer value.
"COA, century of agents", by Prashant Sawant
The document discusses challenges in recruiting and retaining insurance agents. It notes that prospects are unwilling to meet, pay fees, or take the licensing exam. Existing agents are unproductive and not investing in training. It suggests getting agents from diverse communities and professions to avoid lean times. Methods are proposed for keeping new agents productive and recruiting through existing agents. Challenges with recruiting HNI agents are also addressed.
"Sholay , 12x business blockbuster" by Prashant Sawant
The document contains a collection of random words, phrases and concepts including topics like active state, information vs wisdom, discipline of mind body and soul, dreams and goals, environment and senses, personality and personal reality, intention and gratitude, percentages of brain usage, and financial planning in sections for current, life, yearly and monthly. It ends with contact details for Prashant Sawant.
"COA, century of agents" by Prashant Sawant
The document discusses challenges with recruiting and retaining insurance agents. It notes that prospects are often unwilling to meet, pay fees, or complete exams required to become licensed agents. Both new and existing agents are unproductive and do not invest in training. It provides tips for keeping new agents productive such as daily targets and messaging. The document advocates recruiting agents from diverse backgrounds and income levels. It also outlines challenges with high net worth agents and the importance of proper expectation management.
"Seekhna bandh , toh jeetna bandh" by Prashant Sawant
This document provides information on prospecting and sales techniques for Life Insurance Corporation (LIC) policies. It outlines the different types of prospecting including physical, telephone, SMS, email, and activities. It discusses principles for successful prospecting like focusing on inputs. It lists the typical financial needs that retail and high-net-worth individual (HNI) customers have that LIC policies can address, such as education expenses, taxation, estate planning, and succession planning. Sample sales pitches are provided targeted for both retail customers and HNIs. Teleprospecting skills and online meeting tools like Zoom and WhatsApp video are also covered.
Global training profile
Global training group was founded by Prashant Sawant with over 30 years of business management experience. The group focuses on training programs and workshops that teach people how to thrive in adverse market conditions and make things happen through innovation, aggression, and integrity. Their trainings center around sales, marketing, business generation, setting goals, stress management, leadership, branding, mind power, and parenting. All trainings are based on innovation, aggression, and integrity to help businesses continuously improve and take initiative rather than wait passively.
Conversions "Visitors to Members" BNI by Prashant Sawant
The document discusses a referral group called BNI that meets every Tuesday morning. The group's goal is to pass referrals to each other in their various fields. Currently, the group is interviewing image consultants to refer all of their business to, believing the person addressed might make a good candidate. The document also mentions principles of the group including the law of averages regarding calls made versus visitors, and a goal of members providing 10 referrals for every visitor.
Recruitment seminar pune 9th june 17
The document discusses various challenges facing life insurance agent recruitment and performance, including prospects not willing to meet, pay fees, or follow through after initial discussions. It also addresses a volatile business environment where past strategies may no longer work. Several suggestions are provided to improve agent recruitment, productivity, and goal achievement, such as daily follow-ups, targets, and linking goals to business through daily SMS. Training investments and leveraging different types of agents from varied backgrounds are also discussed.
Big business etiquettes mk
The document provides tips on business etiquette and proper etiquette during handshakes, parties/events, table manners, visiting cards, communication skills, first impressions, power dressing, gestures, rapport building, attracting clients, and hygiene. It includes 10 different types of handshakes and their meanings. It also outlines the proper way to shake hands, etiquette for parties/events, using visiting cards, power words to use in business, email/letter writing, and SMS communication. Tips are provided for communication skills, first impressions, power dressing, gestures, instant rapport building, and secrets to attracting clients.
More from Prashant Sawant (15)
"Sholay , 12x business blockbuster" by Prashant Sawant
"Sholay , 12x business blockbuster" by Prashant Sawant
"Seekhna bandh , toh jeetna bandh" by Prashant Sawant
"Seekhna bandh , toh jeetna bandh" by Prashant Sawant
Conversions "Visitors to Members" BNI by Prashant Sawant
Conversions "Visitors to Members" BNI by Prashant Sawant
Recently uploaded
Financial Assets: Debit vs Equity Securities.pptx
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic Data
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightnessLabour Market Information Council | Conseil de l’information sur le marché du travail
In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom.
Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.An Overview of the Prosocial dHEDGE Vault works
How the prosocial dHEDGE earns you money while saving the world!
Seminar: Gender Board Diversity through Ownership Networks
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...Labour Market Information Council | Conseil de l’information sur le marché du travail
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.在线办理(GU毕业证书)美国贡萨加大学毕业证学历证书一模一样
学校原件一模一样【微信：741003700 】《(GU毕业证书)美国贡萨加大学毕业证学历证书》【微信：741003700 】学位证，留信认证（真实可查，永久存档）原件一模一样纸张工艺/offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原。
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
【主营项目】
一.毕业证【q微741003700】成绩单、使馆认证、教育部认证、雅思托福成绩单、学生卡等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【q/微741003700】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
2. Elemental Economics - Mineral demand.pdf
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
Who Is the Largest Producer of Soybean in India Now.pdf
This blog explores the current largest producer of soybean in India and the factors contributing to their dominance.
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Wayhome's analysis of the UK market and how pension schemes can help solve the problems it presents younger people
1. Elemental Economics - Introduction to mining.pdf
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
原版一模一样【微信：741003700 】【美国迈阿密大学牛津分校毕业证文凭证书】【微信：741003700 】学位证，留信认证（真实可查，永久存档）offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
Recently uploaded (20)
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic Data
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic Data
What's a worker’s market? Job quality and labour market tightness
What's a worker’s market? Job quality and labour market tightness
Seminar: Gender Board Diversity through Ownership Networks
Seminar: Gender Board Diversity through Ownership Networks
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...
Who Is the Largest Producer of Soybean in India Now.pdf
Who Is the Largest Producer of Soybean in India Now.pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Applying the Global Internal Audit Standards_AIS.pdf
Applying the Global Internal Audit Standards_AIS.pdf
1. Elemental Economics - Introduction to mining.pdf
1. Elemental Economics - Introduction to mining.pdf
Fire financial independence & retire early, by Prashant Sawant
- 2. Your money or Your life A book by Vicki Robin Flipkart 9 steps to transforming your relationship with money FIRE movement also in this book FIRE : Term started in 1992
- 3. Retirement age calculator Which age you want to retire ? 60 ? Retiring at 60 is wrong, why ? Retire young Aggressive spending Aggressive saving % ? 70%
- 4. Savings rate formula 1-0.1/0.1 = 0.9/0.1= 9 Saving @10%, 9 years of work to save for 1 year
- 5. ESI in LIC Earn Save Invest Extreme savings for enjoyable retirement
- 6. 3 components of FIRE Fat fire Lavish retirement Lean fire Frugal way of life Barista fire Part time job along with retirement payouts
- 7. Thank you Prashant Sawant 9820408795 Kabeera Speaking ; Fridays 6 to 7:30pm (2 months) Rs 9990/- (Credit cards accepted) School of HNI Starts this Friday , 3rd Dec, 8 to 10 pm 8 sessions of 2 hours each Investment : Rs 9999/- only (Credit cards accepted)