Build your 21st century Financial Plan
Build your 21st century Financial PlanBuild your 21st century Financial Plan
Build your 21st century Financial Plan
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SKU :
2147483643
Description

In this book, you will learn:

  • Why Do They Need Financial Planning?- I will tell you stories of what happen when you are lack of financial plannings, I will even share with you benefits of good financial planing. 
  • ​The 5 Stages of Financial Planning - I will share with you how to do you do your own financial planning and allows you to understand what insurance products are you currently lacking and in the urgent need to get them. 
  • ​How much insurance do you need to buy? - I will ask them 3 simple questions on the insurance graph and tell you exactly how much insurance you should buy. 
  • Retirement Planning - For the first time ever, I will explain to you the importance of savings and retirement planning. I will even explain why creating a source of income is important and could help you tide through tough periods. 
  • ​6 Common Objections - I will run through common objections faced when a person try to buy insurance and hopefully convince them the importance of insurance. 
  • ​​Call To Action - The book ends off with me asking you to speak to the advisor And the list goes on.. I even included my own personal journey explaining how I struggled as an agent which inspired me to document down these strategies till this day.


Remember: This book serves to provide the tips and strategies on financial planning, but most importantly you read to apply and practice these strategies. I hope you enjoy reading the book as much as I enjoyed writing it!

Sandeep N. Setty - Financial Advisor3 products on store
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