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Which Insurance Company Should You Work With? | Financial Planning Process | Dr Sanjay Tolani

Which Insurance Company Should You Work With? | Financial Planning Process | Dr Sanjay Tolani

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A common question I get from the people I meet every day is:

“Sanjay, which insurance company should I work with/ buy my products from?” 🤔 🤔 🤔

Now, let me be very honest with you. It’s not about the COMPANY, it’s about WHO is your advisor. Work with an advisor who you trust! Because an insurance company is like a hospital or like a manufacturer, they manufacture products. They have all the right equipment, all the right treatments. But you’re looking for the right doctor. Find yourself a trusted advisor rather than questioning which company to work with, because your trusted advisor would give you the right advices!

So instead of focusing on which company to work with, focus on who would you like to work with. Choose the Intergenerational Planner or Financial Advisor that you like to work with. That’s the more important question to answer! 💯 💯 💯

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Dr. Sanjay Tolani, became the “youngest member” at the age of 19 and the “youngest life member” at the Age of 28 to the Million Dollar Round Table (MDRT). He also has 13 Top of the Table Qualifications (TOT), which is considered the pinnacle of the financial services profession. To top things off, he is also the youngest Managing Director of an insurance brokerage in the Middle East.

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