3rd wave of insurance selling

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As an effective and productive insurance agent and financial advisor, we should continue ask ourself what is next in the industry. We have witness the change from life insurance selling, then move to financial planning. After this, what..........

My personal opinion is after all these selling activiies, now is high time to assist our clients to CREATE WEALTH.

The reason of this finding is now what all these client have with insurance company is their saving value with the company. As an aggrasive financial planner, now is high time we give them the advise how to use their saving to create their WEALTH. Take a portion of their saving to create their own WEALTH through the capital protection vehicle, which also promise at the higher return, Conservatively the return can be as high as 30% per year. It is about 10 time on what the life insurance institution given back to them.

Now the reality is: The clients got such a saving in the insurance company. The market got such a investment vehicle which can deliver such return.

Very confidently, i call this development will lead to 3RD wave of insurance selling. It will come like storm and welcome by most insurance professional and financial advisor, The market is huge. Any practitioner who able to identify this trend will lead the change and earn his way to multi million.

Come, let us work together to educate the public as well as insurance practitioner. The world is OUR, the future is YOURS.

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3rd wave of insurance selling

  1. 1. 3rd Wave Of Insurance Selling R BBG Ver.1
  2. 2. Life Insurance Agent 1 st Wave Life Insurance Agent & Financial Advisor Financial Advisor 2 nd Wave 3 rd Wave Of Insurance Selling R BBG Ver.1
  3. 3. Ask Yourself 。。。。。。。 As a Life Insurance Agent & Financial Advisor, have you ever ask yourself… [ Are all the products and services which I have provided to my clients satisfy all their need ? How can I personally make my clients live happier?] R BBG Ver.1 3rd Wave Of Insurance Selling
  4. 4. Your current services 。。。 Life insurance Agent Financial Advisor Life Protection (Life insurance Planning) Wealth Protection (Financial Planning) R BBG Ver.1 3rd Wave Of Insurance Selling
  5. 5. Under what circumstances 。。。 Your clients will personal experiences the benefits from the financial products which you had provided to them? R BBG Ver.1 3rd Wave Of Insurance Selling
  6. 6. Three condition : <ul><li>When Sick : Your Financial Products will assist them to get </li></ul><ul><li>some financial resource assistance. But it </li></ul><ul><li>wouldn’t reduce their suffering. </li></ul>2) When TPD : Your Financial Products will assist them to get a lump sum of financial resources. But he need to receive it with wheelchair. R BBG Ver.1 3)When Died : Your Financial Products will provide his beneficiary a lump sum of financial resources. But he got no chance to experience it. 3rd Wave Of Insurance Selling
  7. 7. What to help ? Very simple 。。。 Strengthen your services providing Wealth Creation Insurance Agent Wealth Creation Financial Planner Protect Life (Life Insurance Planning) Protect Wealth ( Financial Planning) Create Wealth ( Tapping Their Saving) R BBG Ver.1 3rd Wave Of Insurance Selling
  8. 8. Will my clients accept me ? Sure they will accept 。。。 Because they trust you. But your Wealth Creation management must 。。。 <ul><li>World class company and product </li></ul>3. Help them to reduce expenses. 4. Opportunity to provide income source. R BBG Ver.1 2. Provide real benefit to their Wealth. 3rd Wave Of Insurance Selling
  9. 9. What proof I can do this ? How to proof you can do it? Trough understand your current situation! 40 45 50 55 60 65 Uphill you Step slower income drop world Fast change Rules increase Exp. increase R BBG Ver.1 3rd Wave Of Insurance Selling
  10. 10. 40 45 50 55 60 65 Uphill you Step slower Income drop world Fast change Rules increase Exp. increase Downhill you 1) Network increase 2) More people trust you But in reality 。。。 R BBG Ver.1 3rd Wave Of Insurance Selling
  11. 11. This chart tell us 。。。 <ul><li>Uphill road is our must. But it fill with uncertainty </li></ul><ul><li>, anxiety, pressure and eventually give up. </li></ul>( Is it your only choice? ) 2) Or look at the downhill road. It fill joy, cheer, happiness, hope and success opportunity 。 The intelligence you… While you are traveling on the uphill road, You should also look at the Invisible downhill road 。 R BBG Ver.1 3rd Wave Of Insurance Selling
  12. 12. Reposition Yourself as Wealth Creation Insurance Agent & Financial Planner Because wealth creation insurance provide 5 success principles … 1. A very big expanding market. 1. Big and expanding market (10 Millions ready clients) 2. Very unique and special products 3. Hedge Fund industry is the best timing & trend. 4. Using fund transfer concept, clients easy to accept. 5. The power of duplication will multiply the agency growth rate. . Why?... R BBG Ver.1 3rd Wave Of Insurance Selling
  13. 13. Your benefits 。。。 1 Double protection to your life insurance business. 2 Two income are better than one income. 3 Helping your clients to make better choice. 4 Happy and wealthy clients will buy more. 5 Persistency rate will improve to meet requirement. 6 The network of wealth creation insurance clients will become your non-ending referral prospects. R BBG Ver.1 3rd Wave Of Insurance Selling
  14. 14. Your benefits 。。。 7 Your core business area will not limit in Malaysia, It may also expand to the world. 8 The extra pipe-line income will allow you to retire early with continue increase of income. 9 The leveraging principle will continue growth your agency. 10 Built to last, all your efforts will be inherit by your next generation . R BBG Ver.1 3rd Wave Of Insurance Selling
  15. 15. Where is my future ? Just accept and belief your potentials , every month share the wealth creation information successfully with two of your clients, or two of your agents, or two of your friends 。 Then helping these two clients, or two agents, or two friends to do the same action. One year later, you will have 。。 R BBG Ver.1 3rd Wave Of Insurance Selling
  16. 16. Your Future R BBG Ver.1 3rd Wave Of Insurance Selling 5018 1848 1584 990 440 132 24 12 2970 924 924 660 330 110 22 11 1694 420 504 420 240 90 20 10 930 168 252 252 168 72 18 9 492 56 112 140 112 56 16 8 252 14 42 70 70 42 14 7 126 2 12 30 40 30 12 6 62   2 10 20 20 10 5 30     2 8 12 8 4 12       2 4 6 3 6         2 4 2 2           2 1   Total number of each Month Month
  17. 17. R BBG Ver.1 3rd Wave Of Insurance Selling 340.00 100.00 100/U 1 unit 1 1 6% PA 1 1,279,590.00 376,350.00 2509 2509 12 757,350.00 222,750.00 1485 1485 11 431,970.00 127,050.00 847 847 10 237,150.00 69,750.00 1500/ 10Units 10 units 465 465 12% SPM 9 108,732.00 31,980.00 650/5U 5 units 246 246 10% P.M 8 49,980.00 14,700.00 126 126 7 24,990.00 7,350.00 350/3U 3 units 63 63 8% SPA 6 8,840.00 2,600.00   26 26 5 5,100.00 1,500.00     15 15 4 2,040.00 600.00     6 6 3 1,020.00 300.00     3 3 2 Ringgit USD Total Units Sold Month
  18. 18. Like to understand more and grab this opportunity? <ul><li>Call or Write: </li></ul><ul><li>Dr. Tan Ting Tiam (Ph.D) </li></ul><ul><li>H/P: 0182339559 </li></ul><ul><li>3rdwaveofinsuranceselling@gmail.com </li></ul>
  19. 19. <ul><li>Thank You </li></ul>

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