Dr. Sanjay's Mentorship 2025 Enrolment - ONLY 20 SLOTS AVAILABLE
Apply for the mentorship today and be part of the Big Case Closer family with 300+ top advisors worldwide

Our next official enrolment will be on 15th July 2026. If you're interested, please apply.

Join the waitlist to get an "early" seat to join Dr. Sanjay 2026 Mentorship. 

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"I've been in this industry for a long time but my sales got stagnated. After learning from Dr Sanjay last year, I got my FIRST breakthrough and did 5X more commissions. I really love his mentorship because not only I get to learn from his 327 X TOT experiences, I get to join a community of motivated top advisors, where everyone just come together to share and get better."

Every Year Thousands Of Advisors Worldwide Apply To Be Part Of This Mentorship But Only A Limited Number Of Advisors Can Be Accepted To Dr Sanjay's Inner Circle , The Big Case Coser Family- Most Members Renew Year After Year Leaving Very Few Openings.
Apply early to avoid disappointment.
Current Waitlist Number: 3553

Why Would Dr Sanjay Tolani Even Bother To Share His "Selling Secrets" To 1788 X MDRT in 2025? 

Maybe There Is A Hidden Agenda...?

Why Learn From 
Dr. Sanjay Tolani?

Dr. Sanjay Tolani

Your Big Case Closer Mentor
23 X MDRT, 21 X COT, 19 X TOT
1,788 MDRT in 2025
5 Years Platinum Dragon

A letter from Dr. Sanjay Tolani:

Dear Advisor, 

What if AI replace you tomorrow? Are you ready for that shift? 

For many years, a hardworking advisor could still do well by knowing products, meeting more people, giving better explanations, and working longer hours than everyone else.

But I don’t think that is enough anymore. Clients are changing. Wealth is becoming more global. Families are becoming more complicated.

Business owners are thinking about exits, succession, shareholder liquidity, and control.

High-net-worth clients are already surrounded by bankers, lawyers, accountants, trustees, fund managers, and family office advisors.

And now with AI, even basic financial explanations, product comparisons, and planning ideas can be produced in seconds.

So the question for advisors is no longer just:

“Do you know insurance?”

The real question is:

“Can you help a serious client think through the structure of their wealth, their risks, their liquidity, their family, their succession, and their future? Then at the same time offering "Insurance" as a part of that structure/solution....”

That is where I believe the industry is going. 

And if you have been in this industry for some time, feeling stagnant, stuck, or not sure how to get your next breakthrough, I want you to spend a few minutes reading this page.

Even if you do not apply for my 2027 mentorship, or even if you are not suitable for it, I believe you will still walk away with a few ideas that can help you think differently about your career.
This was the message I received from my first failed rich prospect 21 years ago when I try to pitch a HNW product.

Like you, I use to struggle as an insurance agent before I achieved my 1,788 MDRT results in 2025. Being sad and wanting to give up some times.
I often ask myself these questions: 
"What new skills and credential should I acquire to get better sales year on year and richer? I'm desperate and tired to get that "breakthrough" and no matter how hard I work, my sales seems to get stuck. I'm already maxing out my time."
"I want to improve my insurance knowledge and serve my clients better... but somehow all the training I provided are just theories and I don't even know how to apply them in real life"
"I know I have to sell insurance to richer clients to earn more commissions in this career, but I was never taught how to close bigger cases. I don't know what to say to them, how to present to them and worse still, when they say they interested, I don't know how to plan for such huge net worth or have the support system to impress them"
If you're feeling this way, let me assure you. You're not alone AND sadly there is no "ready-made" solution out there. 

I personally spent the last 24 years struggling my way up from 1 MDRT to more than 1,7000 MDRT in 2025 and what I realized it is "Hard work" only get you that far, if you want to REALLY have that breakthrough, you have to get into the high net worth space and open up a BRAND NEW MARKET in 2027.

"Below is a video which I want you to spent 5 minutes watching even before you consider joining my mentorship, because first you need to see where the opportunity and $$ is in 2027."

In fact, I have 300+ mentees right now benefiting from opening up their own specific niche of high net worth clients in 2025 and it completely changed their insurance career forever.
Once you start to implement big case offers / structure in your sales process, you’ll soon realize how it can change your perspective about this business. And if you're not learning it, you might be leaving many great opportunities & commissions on the table in 2026. 

You probably already know someone in your network who is rich, but do you know how to approach them, bring up the topic of financial planning and turn them into paying clients? How can you go about doing it in a non pushy and professional manner that could potentially bring you a stream of richer recommendations after you close that deal?
From what I see, there is no single mentorship out there that is designed to teach financial advisors how to close HNW and bigger cases by a real practitioner. 
Sure, there are courses that teach you the "theory" method, but let's be honest, how efficient are those methods? 

It hurts me when I see nice and hardworking advisors paying over $50,000 of their hard earned money, learning from the so called "guru", dancing on social media hoping money will fall from the sky and ended up executing the wrong strategies thereby losing huge potential income.
This is why I decided to come up with the Big Case Closer Mentorship, a 12 month course designed to teach advisors like yourself how to close bigger cases in 2026 and 2027. 

Have you ever wondered why some advisors do extremely well in this career and attain massively high income and personal achievements in just a few years while others have stagnated income for a very long period of time no matter how hard they try? 

You'll be happy to know that I'll be revealing all these methods for you to achieve exponential income and personal growth in this mentorship. Don't take my words for it, read on as I explain the details to you.

The Truth is... I'm Looking For Advisors To Pass Down My 100+ Years Family Insurance Knowledge To... 

Who Should Apply For 2026/2027 Mentorship?

One of my greatest regrets, if I ever would have, is leaving this world and not being able to pass down the insurance knowledge I’ve dedicated almost my whole life accumulating.

I have a great passion for sharing my knowledge but when it comes to sharing my "Trade" secrets, especially insurance knowledge, network and structure that my family has painstakingly spent 100+ years accumulating, I want to be selective and impart it ONLY to advisors that I personally know and trust. 

"That's why I invest my time interviewing everyone who wants to join this mentorship"

But I understand not everyone can benefit from this mentorship and I want to be a responsible mentor.

After mentoring 600+ advisors from 2020 - 2026 and grooming some of the top producers (MDRTs, COTs and TOTs) in the industry, I have a better picture of who can BEST benefit from this mentorship and if you happen fall intoone of the following scenarios currently, then I will be able to help you get that "breakthrough". 

"Trust me, nothing is as painful as being stuck & stagnated!" 

  • You have been in the industry for quite some time and your income has stagnated - Chances are that you are either pitching the wrong product offering, or upselling strategies that do not suit your client or you're simply taught the financial planning method incorrectly. That's something I can definitely help you with.
  • ​You are demotivated because you don't have a mentor to consult when you're facing issues -You're lacking a mentor and a community who guides you in the right direction, this is something the family can help you with. Many of the members stay in the program because they love how advisors comes together to share case studies and they learn from each other and apply effective strategies immediately after every session.
  • You complain that you don't have a rich network... or don't come from a rich family - This is actually procrastination. There are many BCC members who give the same excuse when they first join too, today many of them are closing bigger cases ever than before because they realized what they really need is the "tool" and "guidelines" to open up bigger cases.  
  • ​You want to enter into the HNW market - To be honest, I've spent millions of dollars learning the so called "HNW" strategies and I ended up wasting a lot of time flying worldwide attending courses (In fact... I have several Masters degrees and a PhD too). You don't have to do that because I'm going to compile everything I know for you in this program into simple framework so that you can apply immediately what is important to get you that success. To put it simply, you'll start off by learning only what is important instead of spending 4-5 years reading up and figuring it out. 
  • ​You want to rise to the top 1% - I think saying is easy. If that's what you want, then you better be prepared to work at least 10 hours every day initially. My job as your mentor is to show you what the top 1% are doing and hopefully you can replicate the same strategies and if it still doesn't work for you, then we have to relook at what you're executing incorrectly.

"Please don't apply if you are..."

"Please DON'T apply if you are..."

I know there are many programs out there who would happily accept you as long as you're willing to pay the high coaching fees but I'm different. 
 
This is my "knowledge Legacy" and my passion and after 5 years of coaching the big case closer family, I realized the following advisors are NOT suitable for this program:

If you're a part time advisor, I suggest you spend time reading my books, attending my quarterly sharing and watching my free videos instead. This program is only for people who are 100% serious about this career. I'm investing my time on these mentees and I expect equal commitment from them. My happiness lies in seeing advisors gaining massive results from the program and for that to happen, I require them to be committed to this career. 

If the focus of your business is building a team and grooming them, then this mentorship is not for you. Instead, I suggest you to send your top advisors to this mentorship. 

Moving forward in 2026, I will be covering slightly more advanced theories and if you're a complete beginner (Someone with less than 50 clients), I suggest you work on understanding the industry first, then apply to this mentorship.

NOTE: My mentorship by application only. I will look through your details, interview you on zoom and if I think I cannot help you, then I will not ask you to join. Understand a very simple point here, I'm not a trainer. I can't disappear if I underdeliver. That's why I need you to be as committed as I am.

How I Got My First "Breakthrough" Via Big Case Closing

How I Got My First "Breakthrough" Via Big Case Closing

Revealing - Dr Sanjay's Journey From $100 Case size to >$10,000,000 Case Size...

By now, you'll probably be wondering why would I share everything I know right?

Here's something you don't know.

When I first started out this career 22 years ago, my average case size was only about US$100.

In different stages of my life, I've tested different strategies in order to get different results.

It wasn't easy...

I remember many late nights where I had to literally travel for hours just to meet clients and close them.
And I asked myself, "Is there a simpler way" to get the SAME RESULTS, working lesser hours?"

I always wonder why some top advisors work lesser hours, get to travel while I meet 10-20 clients everyday and ended up doing 20% of their results. 

So, I decided to embark on a personal journey to find a "Breakthrough"...

But let's be honest, it's easier said than done.  I spent years seeking help from mentors all over the world, trying to find out some secrets they use to increase their sales within a short time. What I discovered is this…

"Many of the Top Financial Advisors at TOT level don’t work harder & longer hours… Because They Figured Out About Big Case Closing... something they kept it a little "secret"."

"Many of the Top Financial Advisors at TOT level don’t work harder & longer hours… Because They Figured Out About Big Case Closing... something they kept it a little "secret"."

I found out that many of them are spending more time with their family and loved ones, pursuing their hobbies and building their businesses. The difference?

They’re laser-focused on closing BIG CASES and working with almost exclusively high net worth or even ultra-high net worth clients.

After all, the time and effort you take to close a $100 case is the same as a $10,000 or even $100,000 case.
Like I always told my students, 20% of your efforts lead to 80% of your results.

SMALL cases help you survive and pay the bills…
BIG cases will give you that windfall income and make you rich…

What's even more alarming is small cases might require you to take 2-3 meetings of several hours to closed while the rich clients only have 15-20 minutes for you. Some of them even sign without you needing to present a long PowerPoint presentations. 

I knew that MASTERING these same big case closing strategies that top advisors were using was my golden ticket to success as a financial advisor.

For the past 20 years, I learned from my mentors, put their strategies to work and experimented with new ones. 

My family has been in the insurance industry for 100+ years and being the 3rd generation in this business, I’m fortunate and lucky enough to be mentored by some of the brightest minds in the insurance world and I got a "shortcut" in this journey. 

But it wasn't as smooth sailing as you thought. Every mentor teaches me a different concepts and I ended up having to spent closed to a decade, hundreds thousands of dollars and thousands of trial and error to piece all these together into what I call "The Big Case Closing Framework"

Within the first year of my journey, I achieved my MDRT in just 6 months.

By the second year, it was 3 months. The next year, 1 month. Before I know it, I was achieving MDRTs in just weeks or even days. 

In 2023, I was able to achieve: 1200 MDRTs alone...

But let me be honest, its easier said than done. While "Big Case Closing" is a great skill to pick up, it requires refinement and upgrades every single year. If you don't have a mentor showing you the way, you might end up not even get started with it at all. 

You see in 2018 I was doing 90 MDRT and I thought I was already at my "maximum potential". But I cannot be mentoring advisors telling them "this works and that works", while my own results get stagnated, isn't it? 

That's why it took me the next few years to restructure my Big Case Closing strategies all over again and got the "2026 HNW Big Case Closer Framework" which I'll be sharing with you in this mentorship if you're selected to join.

Now, I’m sharing my personal story with you because I want to let you know that I’ve been in your shoes. That's why I've always been sharing with you my own strategies so that you can leverage on my experience and shortcut your journey to success...

But a quick disclaimer, if you think after learning how to close big cases (i.e. like how many of my mentees who achieved their MDRT in 1 case) is the end of your journey, I'm sorry. That only entitles you to a ticket to enter a  new "insurance" HNW level which maybe only 0.01% of advisors will know about. 

"One day, I found passion in coaching. Something that put a smile on my face."

Some people love cycling, some love to watch drama but I personally love sharing about insurance. It's a passion and I found huge satisfaction, especially when advisors came up to me telling me, "Dr Sanjay, I try your methods it works and I did my MDRT this year!"

Since a decade ago, I started documenting and sharing all my insurance knowledge openly.

I wrote books, I produced videos, I provided coaching and training sessions BUT I felt something is missing.

I wasn’t able to 100% pass down my knowledge because I had no agents under me. 

Yes… I did >1200 MDRT last year alone but as a solo practitioner and I have to eventually teach ALL my skillset and knowledge so that it get passed down right? 

Maybe as I grow older, I started to find satisfaction and passion in sharing my knowledge with the next generation advisors and that's when my BIG CASE CLOSER MENTORSHIP IS BORNED! 

"So... Why would I invest my time on mentorship rather than exclusively focusing on closing my $5,000,000 cases?"

#Reason 1: When I just started in this industry, I wish there was somebody who documented all the HNW knowledge so I wouldn't have to fly around the world seeking multiple mentors and spending millions of dollars just to learn "one" big case closing strategy. I know I might be losing some income doing this mentorship, but I gain so much happiness when my mentees do well. 

#Reason 2: Many advisors have been writing to me (in fact I receive around 100-200 messages daily) asking me what I did differently and why was I able to cross >1200 X MDRT this year by myself? So I thought why don't I share these with those who can truly benefit from it and in the future they can passed on this opportunity to more advisors. 

#Reason 3: It is my personal dream to see a day when people look up to advisors like you and me for the care that we take and we gain the recognition that we truly deserve in this business. This can only be achieved by sharing my knowledge with more advisors and helping them see results and when more advisors are doing big cases, other can be inspired to do the same. 

That's why I'm investing tons of my personal time and resources to make this mentorship a success, I want to show the world how AWESOME professional financial advisors can be and help members in the family to save time and money figuring things out. 

Now, lets move on to talk about why you should learn about big case closing.... Know Your WHY First!

Why You Should Learn Big Case Closing in 2026?

How can it affect your income and your career moving forward?

By now you should realize we all provide similar products. How is it possible that when 2 advisors sell the same product one does significantly better?

Well, the answer might just lies in top advisors figure out they have to learn "big case closing".

Understand this, a good network and rich connections might give one a better head start but in the long run it's about how you structure your business and work on improving your big case skill set that determines the final winning producer. 

#1:Why Master Big Case Closing?
#2: How would it make you stand out and position yourself better in 2026?
#3: How it can benefit you in the long run? 

(Note: This is an old video but the "WHY" is still very relevant. So invest time to watch it.)

"In 2026, I see the BEST opportunity for advisors in this decade"

What if I tell you the Rising interest rates present a HUGE opportunity for you in 2026? But the problem is... not every advisors will be able to capture this NEW market and huge sales and it is exclusively only for advisors who know how to position themselves well in the High Networth Market? 

Let me explain why:

  •  When interest rates change, most clients will restructure their portfolio. Assets get shifted from one to another (i.e. stocks to insurance).
  •  If you can position yourself to help them in this restructuring process, chances are you will be able to suggest to them how to include insurance as part of their new portfolio.
  •  I​n 2026, I foresee many rich clients or prospects will be looking to restructure their portfolio and this is why in March 2026 (in Singapore), I’m will be conducting a 2 full day mastermind workshop to prepare my big case closer family members to ride on this opportunity wave.

If right now you're feeling that the rising interest rate is affecting your sales, then I want to prove you wrong with some of my mentee's amazing results in 2024. I’ve seen members who had no rich connections opening up large retirement planning cases, I’ve also seen members who “copy paste” what I ask them to say and ended up ending 2024 with their best record ever.

So if you’re in interested to capture this "Opportunity" of a lifetime for insurance advisor, then consider joining me and other top advisors from our family to explore this "interest change" market in 2026. 

Now let's discuss about how your next 12 months would look like if you say YES to the mentorship today!

What Will You Learn In The 2026 Big Case Closer Mentorship?

Let's Visualize Your Journey To Closing Bigger Cases (>$100,000) In Next 12 months

"After coaching 300+ advisors in 2021, I now have an even clearer roadmap to help advisors get better."

After coaching 600+ advisors in the last 4 years

After coaching 600+ advisors in the last 6 years

I now have a "Tested & Proven" roadmap to help advisors Enter HNW market & Master Big Case Closing

Let me make it clear, there is no "one size fits all" program in this world but there certainly are "structured learning paths" which advisors like yourself can take to see massive results. The real problem? No one ever bothered creating that learning path for financial advisors and that's what I'm trying to do in the Big Case Closer mentorship.

From what I've observed so far, there are 2 types of advisors in the family.

(1) Advisors who have never closed big cases (>$100,000) - I'll show you the different methods you can use to close big cases and hopefully one idea works and you get kick started in your big case journey. Many members in the big case closer family have already tested them in the last 5 years and many have either opened up bigger cases or closed a big case. So rest assured you're not learning theory but actual practical methods which has been refined and tested by a huge community of top advisors. 

(2) Advisors who have closed big cases but want to either repeat them or close ULTRA big cases (>$1,000,000) - I'll guide you along so that you don't feel that you've plateaued in this career. I will open your eyes to ultra large cases so you can constantly challenge yourself to achieve better results and out beat yourself. Remember, your biggest competition is YOU. 

So let me help you visualize YOUR JOURNEY!

For you to get an idea of what you can expect after you come on board with us in the next 12 months. 

Phase 1: Building You Sales Foundation & Skillset Via The Big Case Closer Library

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

Phase 1: Building You Sales Foundation & Skillset Via The Big Case Closer Library

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

By now you might realized that these are information I have NEVER RELEASED to the public or on youtube. This is because I've spend the last 22 years collecting them and they are insurance knowledge I've spent US$800,000 if not millions of dollars to acquire. 
  
This is also why before you join, I'll have an interview call because I truly only want advisors I trust to get access to these information. 

"Just one idea that work will earn you back mutiple times of your investment" 

Many new members always say "I don't have time to watch all these videos". That's true, that's why when you first join the family, the relationship manager will analyze your profile and advise you to watch certain pre-recorded videos (depending on your problem and level when you join). At the end of the day, you need certain basic financial planning and sales knowledge to do big cases and that's why we have this library of "exclusive" pre-recorded training videos for our big case closer family. These are self learning videos to help you get started. 

Outcome: You will build a better, stronger foundation & see gradual improvement in your commissions just by applying strategies you access from the big case closer library.

Phase 2 - Upgrading and Acquiring The Latest Financial Strategies Through Our Monthly Sharing

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below:

Just like how I-phone is upgraded every year, good financial strategies has to be updated and relevant with the current financial environment. That's why on a month to month basis, I will have a learning workshop to teach and update you about the latest strategies and HNW opportunities in our industry. I'll even show you what's working for me and if you like you can "Copy and Adapt" to your advantage.

In 2026, I believe we will see an unprecedented insurance opportunities of a lifetime and I want to give you an unfair advantage by giving you access to 10 special workshop I design personally to help you capture these opportunities and turn them into $$$ commissions in your pocket. I might have covered these in the past, but I'm changing many of the structures and strategies to make it EVEN more efficient in 2026 because many things have changed. 

Outcome: You're updated with the latest strategies to service your current clients and you join a family of motivated top advisors who come together and inspire each other to work harder.

Note: In 2026, I foresee many rich clients or prospects will be looking to restructure their portfolio and this is why in March 2026, I will be conducting a 2-day offline HNW mastermind in Singapore and Dubai to prepare you to ride on this opportunity wave.

Phase 3 - Coaching + Case Studies & "Q&A" To Refined Your Big Case Closing Skills So You’re Confident To Close Richer Clients

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

Phase 3 - Coaching + Case Studies & "Q&A" To Refined Your Big Case Closing Skills So You’re Confident To Close Richer Clients

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

Just learning alone will get you started, but it might not help you closed a big case isn't it? You might have a big case pending but you don't know how to get it closed or you just hope someone is there to answer all your problems. 

That's why on a monthly basis, I organize a Q&A session to help clarify all problems members have. If you feel that its something you don't want others to know... that's completely OKAY too. Just reach out to the relationship manager and I'll privately answer your questions for you. Even if you have no questions, you can listen to what other advisors are experiencing and learn it as a case study.

Outcome: You will now be clearer with how to apply your newly acquired big case closing skillset and learn from others' experiences in the family that have done it. You'll also be more confident to open up conversations with HNW clients/prospects. I'm a firm believer of frequent catch up and how often do you get top advisors worldwide coming together, learning the newest strategies. 

Phase 4 - Entering Your Insurance Specialization and Creating Your Unique Positioning In 2026 So You Stand Out From Others

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

I always tell my mentees in the big case of a closer family, in 2026, if you position yourself as a “normal”advisor, you might just lose out on a huge HNW market. That’s why I keep mentioning, “Get into specialization before it is too late! You might be seen as irrelevant in the near future because as future advisors, we need to start differentiating ourselves from online insurance." 

So if I have to give you a personal advice, consider exploring your insurance “specialization” in 2026. 

There are 4 insurance specialization you can enter into (in case you're not aware):

90% of advisors do not know when or what to specialize in:

When you join the mentorship, you will be allocated into one of the specialization group where I will help you discover your niche market and during these sessions. You get access to more specialization specific "secrets" and if required I will even show you how to closed that big case. 

Note: Because of sensitive trade secrets revealed, these session will not be recorded are conducted live only. Depending on the size of the group, we might break the group even further based on experiences.

This video below might give you a better idea about specialization if you have never heard about it:

You'll be happy to know that since we introduce specialization , many members have seen huge success in their respective market and I'm confident it can definitely work for you too!

Outcome: You will now stand out from your peers and because of your specialization. Rich clients will choose to work with you over others because of your positioning and NEW found knowledge. You will gain the right knowledge and network to handle case sizes that are 10X larger than usual and you now just open up a new potential market for yourself.

Phase 5 - Leveraging on my Big Case Closer Support System - so you never lose a potential opportunity  

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

Phase 5 - Leveraging on my Big Case Closer Support System - so you never lose a potential opportunity  

When you first accepted into the mentorship, you will be given access to the big case closer library where you can literally get access to videos I've prepared for you. Let me give you a rough idea of topics you can learn below: 

The biggest problem when coming to big cases is that you panic or get lost when you really see that "Opportunity" coming. When you have a potential prospect that you can close >100K case size and when you are completely lost and don’t know what is the next step to do, you can leverage on my support team to see if they can assist you. Think of this like a special helpline I've created for BCC members to reach out whenever they need to.

Also you get access to my internal support resources (I call it the big case closer support). Think about it, when you’re trying to close a case size of a few million dollars, sometimes you will definitely face issues and when this happens, I’m opening up my own “support resources” to help you get the leverage and get it closed. This is something that is available only to big case closer members.

Note: Not every advisor will require this but if what is holding you back from closing bigger cases is the support system, I can give you instant leverage on my “1200 MDRT” support system that I’ve spent a decade building.
Outcome: You no longer lose cases just because you don't know how to handle it or do not have the resources available. Instead, a team of professionals is on standby to ensure your cases have a higher chance of "success".

Phase 6 - BCC Country Chapters: Localized Mastermind Networks for BCC Members  

At this stage, BCC Country Chapters are exclusively available to active members of the Big Case Closer family. This ensures the integrity of the community and guarantees that everyone participating is committed to the same level of growth and success.

Phase 6 - BCC Country Chapters: Localized Mastermind Networks for BCC Members 

At this stage, BCC Country Chapters are exclusively available to active members of the Big Case Closer family. This ensures the integrity of the community and guarantees that everyone participating is committed to the same level of growth and success.

BCC Country Chapters are local, in-person mastermind groups designed to help you connect with top advisors in your area. Led by selected BCC Chapter Leaders, these monthly or quarterly meetups will provide a platform to discuss regional strategies, tackle local challenges, and share case studies that are relevant to your specific market. Think of it as a “Mini Mastermind” or group coaching but with the added benefit of local expertise and direct collaboration.

What Can You Expect?

1. Real-Time Collaboration: Share your toughest cases and get immediate feedback from peers who know your market. Whether it’s navigating regional tax laws or cracking ultra-large cases, the insights shared in these sessions will be tailored to your specific needs.

2. Region-Specific Strategies: Discuss local market trends, regulatory changes, and effective sales techniques that directly impact your business. Learn what’s working for others in your region and adopt strategies that are proven to succeed.

3. Peer Networking: Build stronger, long-lasting relationships with fellow BCC members who are equally driven to close bigger cases. The power of networking with like-minded professionals can open doors to new opportunities and collaborations.

4. Leadership Opportunities: Each chapter will have a BCC Chapter Leader—a trusted and experienced member of the BCC family—who will facilitate the meetups, ensuring a structured, high-value experience. This is a great opportunity for those interested in taking on leadership roles within the BCC community.

How Will The Chapters Work?

Monthly/Quarterly Mastermind Sessions: Each country will have regular in-person mastermind sessions led by the Chapter Leader, where members can share insights, strategies, and real-world case studies.

Focused Topics: Every session will cover specific topics like advanced asset structuring, big case closing, or specialized insurance niches, ensuring that discussions remain relevant and impactful.

Collaboration and Support: Members will have the opportunity to present ongoing cases, receive feedback, and brainstorm solutions with their peers.

"My dream is to create BEST insurance mentorship you've ever seen... So sometimes you might see me organizing more sessions because I'm excited to help you see success earlier." 

"My dream is to create BEST insurance mentorship you've ever seen... So sometimes you might see me organizing more sessions because I'm excited to help you see success earlier." 

I hope the above sums up what you can expect in the next 12 months if you're selected to be part of the family. 

Let's Summarize What You'll Get When You're Accepted In This Mentorship

Let's Summarize What You'll Get When You're Accepted In This Mentorship

Here's What I Intend To Cover In 2026

After 2 successful big case closer mastermind sessions with Dr. Sanjay Tolani in February and September 2025, we've received great feedback from 150 Top Insurance advisors worldwide and because they find this mastermind beneficial and amazing, we're planning to organize another mastermind session on August/Septermber 2026. 

We will also be having more smaller group session because I realized that smaller group sessions really help members gain clarity and get their results faster. Also, through feedback across the last 4 years, I'm able to better understand what's important to help BCC members learn faster and get results faster.

Remember success is about constant learning, this is also why we have so many foundational training sessions because I want to update the members of the latest trends and strategies they could potentially execute or share with their clients and prospects to ensure they stand out from the crowd. Below is an overview of what you will be expecting to learn in 2026:

(Note: The above picture is not the final version. As BCC is an ongoing program, we will announce new modules once every December so that we keep our program relevant to changing market condition. Our Next Mastermind will be in March 2026)

Let me quickly explain to you the learning outcome you can expect: 

Building Your Identity as the Trusted Advisor for Wealthy Families

In this kick off module, we’ll focus on helping you build your positioning as the go-to advisor for affluent and high-net-worth families. You'll learn how to structure your image, language, and branding to attract higher quality clients. We’ll also cover how to communicate complex planning in a simple, trustworthy way, so clients see you as a long-term partner, not just another salesperson. If you’ve ever struggled to differentiate yourself in a crowded market, this is where you start.

30 Prospecting Concepts

This session is all about building your pipeline for 2026. I’ll be sharing 30 proven prospecting concepts that you can apply instantly from opening new conversations, reactivating old clients, to approaching cold HNW prospects without sounding pushy. If you feel stuck with “not enough people to see,” this session will give you tools, scripts, and real-life strategies that top advisors use to keep their calendars full and their closing ratios high.

PPLI & Advanced Insurance Structures for Global Wealth

This module covers Private Placement Life Insurance (PPLI) and how to use it to serve global clients with complex needs. You’ll learn how to identify when PPLI is the right solution, how to present it in a way clients understand, and how to structure it based on asset classes, risk profiles, and jurisdiction. This is a technical but powerful session for advisors who want to stand out as advanced planners.

Key Person & Shareholder Structuring for Business Owners

In this session, we’ll focus on how to position yourself as a strategic advisor to business owners. I’ll cover how to structure key person protection, shareholder agreements, and exit strategies using insurance. 

You’ll also learn how to open conversations with CFOs, CEOs and founders and show up as someone who understands the business, not just the policy.

Advanced Multi-Jurisdiction Planning for Structuring Advisors

Clients today are global, and so are their financial footprints. In this session, I’ll teach you how to think across jurisdictions, how to manage planning that involves different countries, and legal frameworks. You’ll get frameworks that help simplify the complexity and avoid common mistakes that can cause deals to collapse.

Using Premiums for Legacy & Liquidity Planning

This module focuses on how to design premium structures that solve two big problems: legacy creation and liquidity needs. Whether it’s funding a trust, preparing for estate taxes, or supporting multi-generational planning, I’ll show you how to position premiums not just as cost — but as a strategic tool for long-term planning.

Trusts Without Losing Control: Structuring Around Client Fear & Family Dynamics

Many clients hesitate when they hear the word “trust.” In this session, we’ll talk about how to structure trust-based solutions that give clients peace of mind, while still feeling in control. We’ll also explore how to handle sensitive family dynamics from second marriages to sibling disputes and how insurance can play a stabilizing role in trust planning.

Cross-Border Risk Management for Emerging HNW Clients

This session covers how to manage risk and planning for emerging HNW clients especially those who are still building wealth across different countries. You’ll learn how to create flexible, scalable plans that evolve with them, and how to address legal, tax, and family risk without overwhelming them with jargon.

Business Exit & Legacy Planning for Entrepreneurs

This final module of the year will focus on how to serve business owners who are looking to exit in the next 3–5 years. Whether it’s a family transfer, IPO, or M&A. I’ll show you how to use insurance as a tool for tax efficiency, succession, and legacy. This is a must-attend for any advisor working with SMEs, tech founders, or family businesses.

"Last checked, there’s nothing even close to this out there right now.... this is probably the most comprehensive program for financial advisors in the market"

"Last checked, there’s nothing even close to this out there right now.... this is probably the most comprehensive program for financial advisors in the market"

To sum it up for you in case you're overloaded by the sessions you've seen:

To sum it up for you in case you're overloaded by the sessions you've seen:

1) 10 X Foundational Live Training "To Upgrade You So That You're Prepared To Close Bigger Cases - Get The Best Performing 2023 Sales Strategies Where You Can "Copy & Paste"

1) 10 X Foundational Live Training "To Upgrade You So That You're Prepared To Close Bigger Cases - Get The Best Performing 2026 Sales Strategies Where You Can "Copy & Paste"

On certain months, I'll conduct a monthly training at the start of the month. It will try to cover new financial planning topics that are relevant to everyone and is useful to help you see results (i.e. increase in commissions). On certain months, I intend to conduct longer trainings (which I call foundational trainings). 

I will spend time sharing with you what are the latest sales strategies that are working right now so that you don't have to waste time figuring things out. 
 
When you attend the course, you get full templates, systems and strategies that I’ve been using to get results for my clients for over 18+ years. You'll even get proven models I've tested so you don't have to spend time figuring it out.

P.S. If you miss them, they will be added to our library. You don't have to attend everyone of them, just pick and watch what is most relevant for you. But I will personally prefer it if you can attend all, because after all, basics are important in my opinion and you will always learn something new. 

2) "Exclusive Q&A" Sessions (through zoom) So That You Don't Feel Lost And Are Confident To Handle Every HNW You Meet 

After every foundational live training, I will invest time organizing a special Q&A session answering burning questions members have so that they don't feel "stuck" in cases and can implement action to get massive results for themselves. If you don't have any questions, just listening to case studies from other members will bring you to a WHOLE new level in the industry.
 
You get to open your eyes to the world of financial planning by seeing how others are closing Big Cases in REAL LIFE. 

2) You "Monthly Q&A" Session So That You Don't Feel Lost And Is Confident To Handle Every HNW You Meet 

2) You "Monthly Q&A" Session So That You Don't Feel Lost And Is Confident To Handle Every HNW You Meet 

In the mid of every month, I will invest time answering burning questions members have so that they don't feel "stuck" in cases and can implement action to get massive results for themselves. 

If you don't have any questions, just listening to case studies from other members will bring you to a WHOLE new level in the industry.

3) Your "Group Coaching" To Help You Uncover Your True Potential To 10X? 20X? So That Finally You See How Big The Financial Planning World Is - Get Access To Never Released Coaching 

3) Your "Group Coaching" To Help You Uncover Your True Potential To 10X? 20X? So That Finally You See How Big The Financial Planning World Is - Get Access To Never Released Coaching 

I'll conduct private group zoom coaching to teach the specialization topic I've previously mentioned. (This is something new which we started in 2021 and I've seen many members benefiting from it.)

In this group coaching, I will help you better your understands on how you can go deeper in this career. 

In fact, I can tell you right now that 90% of advisors in the market don't even know how to get into these specializations. (Its either you don't know... or you know). 

The truth is, even if they know, there is no reading material in the market to teach you "advisor specific specialization" and they end up... spending years figuring it out. But don't worry, I'll guide you along. 

On top of that, in 2026 we're also organizing more small groups "clarity calls" where I'll be speaking to members and giving them "on the spot" strategies curated specially for them. This session will be organized based on countries and production level the members are currently at. 

4) Your "Bonus & Support" To Help You Gained That Competitive Advantage In This Industry

4) Your "Bonus & Support" To Help You Gained That Competitive Advantage In This Industry

These are items I come up with as we go along our journey to help members stand out in this industry. Imagine you're fighting for a case and the reason why you lost is because of the lack of "support", "network" or just somehow you're lacking of something to help you win that big case. What if in moments, I get it solve for you? Yes... That's something I try to do for BCC members. In fact, some of the members closed REALLY big cases in 2020 due to the support my team provided. 

4) Exclusive Offline Meetup & Mastermind 

I organize frequent offline meet up with the BCC family when I have time or when I visit their country. In 2024 and 2025, I'm proud to say we've organized 6 Singapore Meet up, 5 Malaysia Meet up and 4 India Meet up.

I'm intending to expand it to more countries depending on my schedule. At each meet up, I try to know members better and try to provide country specific strategies and network that can help them achieve exponential growth. 

5) Your "Bonus & Support" To Help You Gain That Competitive Advantage In This Industry 

These are items I come up with as we go along our journey to help members stand out in this industry. Imagine you're fighting for a case and the reason why you lost it was because of the lack of "support", "network", "resources", "knowledge" or just somehow you're lack of something to help you win that big case. 

What if in moments, I get it solved for you? Yes... That's something I try to do for BCC members. In fact, some of the members closed REALLY big cases in 2024 due to the support my team provided. 

To put it simply, I'll add on new things along the way when I personally feel it can help you... For example, previously, I've invested hundreds of thousands of dollars to help BCC members with their branding because I felt that it was important at that moment.

The above sums up what you can expect in 2026, if you're part of the Big Case Closer family. My objective here is simple, I want to teach everything I know to you if it can help you succeed in this career. 

To Help You Stay Engaged & Motivated

Our Very Own Big Case Closer Challenge 

"Dr Sanjay, I don't think it is possible to close bigger cases, I don't have the right network, I don't have the right talent and I don't have the right skill set for closing richer clients"
 
Procrastination kills opportunity every day. Some of us might be lucky enough to realize that we're procrastinating, for others, they simply get on with the "downward" negativity spiral.
 
When I first started the big case closer family in 2019, I realized members need to witness the success of those around them to believe they can do it too.

That's why in December 2019, I decided to challenge my BCC members to:

Achieve their 1 MDRT in 1 Case.

Initially, none believed it could be done. But across time, as the first person in the family started achieving the award, others started to follow and soon we kick-started the ball rolling for success.

This is an award given to BCC members who manage to close big cases and add massive value to their clients. The purpose of this award is to recognize members who have done well and consistently put in the effort to close big cases. This award is for advisors who manage to clear their MDRT with one case.  

When you successfully achieve this award, it means you're now ready to learn EVEN HIGHER level of financial planning skills and will be invited to a special exclusive BCC session to help you repeat your success.

I am proud to have 25 BCC members from 2020 - 2025 who have managed to achieve their MDRT with 1 case and were awarded the Big Case Closer Award.

In 2024 & 2025, a total of 12 more new Members have already clinched this award with 4 repeating members!

Seeing is Believing, I want to show you how real advisors are closing their sales in 2020, 2021, 2022, 2023, 2024 and 2025. And how you could potentially leverage on the art of bigger case closing too.

Now, there’s a lot more I want to tell you about this, and what I’ve mentioned are just some amazing results we’ve witnessed so far. 

Even at the time of writing this, I had so many BCC members who have achieved amazing results for the first time throughout their career and I am so proud of each and every member.

If you want to challenge yourself and achieve what these TOP advisors have achieved as well as would love to be a part of the family, I want to invite you to fill the application below and we will speak. 

Be Part Of A Community That Cares

From Time To Time, Our Members Share Their Experiences So We Can Learn from Each Other

Whenever I have time, I organize frequent offline meet up so that I can get to know the members better and guide them along. The friendship we've made in this family is long lasting and I truly appreciate each one of you. In the last few years, We've organized 15+ meet up in Singapore, Malaysia, Hong Kong and even in India and I hope to organize it in more countries in 2026.

"This mentorship makes me relook at my career... Regretting to not have spent time on my business..."

"I thought I was performing well in 2019 and when I join the BCC family, I realized I was just average. I think you need to really see how people open up 10-20 million cases to realize that there is a lot of potential in this business. Also, its not about rich connections, etc... This year I started to invest time working on my basics and foundation, because I am truly inspired and motivated by this BCC family. In 2021, I want to win the BCC award!" 

"I managed to open up case size that are 5X Larger than 2018..."

"What I really like about the mentorship is that many top advisors in the industry are part of this program and I get to learn from everyone's strategies. Also, Dr. Sanjay always shares updated strategies that help us stay relevant. It's not just learning about strategies that used to work but strategies that are actually working RIGHT now. Thank you Dr. Sanjay!"

"I Can't Find Anything on Keyman Insurance... Until I joined BCC..."

"I've been wanting to sell Keyman Insurance for a long time. But there is nobody I could learn it from. Many people teach me the theory side of it, but nobody has shown me exactly HOW TO DO IT. I'm glad I managed to close a big case this year on Keyman Insurance. Will definitely continue my membership in 2022 because Dr. Sanjay just spent 1 hour teaching me something I have spent 3 years figuring out myself." 

“I didn’t know anything about HNW Market previously... Now I'm specializing in it. ”

"In this industry, I feel very lost. Because I tried investing a lot of money on courses (>$10,000) to learn about HNW market and everyone teaches very complicated concepts. Even when it comes to estate planning, I'm expected to spend months studying and I don't see how my income will improve after learning it. But after joining BCC, Dr. Sanjay just showed me how a simple idea can be used to open up HNW market. Now I spend more time on meeting clients and opening up cases rather than studying long courses that don't gives me any ROI. Truly appreciate what you share Dr. Sanjay. " 

Note: Not all members results are updated here because we respect our members privacy. 

"How Kaka Lam from Malaysia Achieved Her MDRT In Just 1 Case"

"How Portia from Hong Kong Achieved Her MDRT In Just 1 Case"

"How Meteor's Business Grow By 300% In 2022"

"How Diana Maria achieved Her Early MDRT In June 2022."

"How Diana From Singapore Achieved Her MDRT In Just 1 Case"

"How Benedict Achieved His MDRT In Just 1 Case"

"How Donovan Achieved His 1st MDRT In 2020"

"How Nancy Achieve COT in 5 Months"

Here's What to Do Next...

Here's How To Claim A Spot At The Big Case Closer Family...

The access to the family is STRICTLY by application only because I am selective with who I share my trade secrets with. 

Let's be honest, the reason why this is called a "Family" is because I only select advisors who I like to coach. I'm not a trainer and this is not my business. The reason why this family was even set up in the first place is because of my personal passion for coaching and making financial planning happier. I personally feel disheartened when I see several nice and hardworking advisors struggling because they were lacking the right knowledge, that's why I wanted to do my part to help them.

The ONLY way to qualify for a spot is to complete the entire BCC Application. 

The ONLY way to qualify for a spot is to complete the entire BCC Application. 

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My 3 Criteria: 

You Have At Least 50 Existing Clients

I used to coach new advisors when we first started but later I realized advisors who have been in this industry for some time can best benefit from my coaching. 

If you have an existing client base, I can teach you how to best get recommendations and create a financial portfolio for them. 

You're Willing To Learn & Apply

When you join the program, you’ll be embarking on a 12 month programme where you’re expected to take massive action towards your production target - whether it is a $10,000, $50,000 or even $100,000 case.
  
I’ll be here to support and guide you through my training but nothing happens until you take action and my team will be keeping you accountable towards your goals. 

You're Humble And I Like You

Many of us are tired in this career because we are servicing clients that we don't actually like. The same logic applies for me in this mentorship. I want to coach people I like and that's why if I don't like you, I'll not invite you to join at all.  

And if you're accepted, You'll be given access to strategies that I've literally invested Over $1,000,000+ of dollars to learn. 

What is Your Investment? 

What is the membership fees?

Being part of the “Big Case Closer” family is WORTH at least $20K? $30K? in actual real world value. To be honest, I can't price something like this accurately because there isn't something similar out there in the market. 

And this does not even include the value of having a mentor and a community of top financial advisors who have “been there and done that” and can guide you through every step of closing bigger deals and hitting your production target.

Personally, this is the kind of support and guidance I wished I had as a financial advisor when I started so many years ago.

But if I have to show you what you'll get, it will look like this:

You'll Have EVERYTHING Needed To Get Started

Here’s an offer I’d like to make to you.

You’re definitely not gonna pay $50,000 for this.

Not half of that. Not even 10% of it. For this special enrolment, you get to gain access to my Big Case Closing Method that will multiply your income in 2026.

... For Only ONE Payment Of 
 Just $3,497/ Year!

... For Only ONE Payment Of 
 Just $3,497/ Year!

Members will be accepted on a first come first serve basis provided they are a good fit. If you miss out this chance... you might have to wait till 2027 (Where we have the intention to raise it back to a fair value of $4997/Year to reflect actual value of the mentorship)

To be honest, the most challenging part for myself is when it comes to pricing the membership fee and I wanted to be completely transparent on my thought process. 

#1: The Fees I Receive Is Donated - Firstly, the fees I collect after deducting the cost of running the program is actually donated to a charity foundation that I support... Yes you heard it right. Don't forget, my main source of income is from selling insurance, if I'm teaching you how to close big cases and I'm earning from the fees I collected, it doesn't make sense right? 

#2: Charging A Higher Fees Brings Me Better Quality Members - I realized that members who are more willing to pay are hungrier to learn as well. In fact, people don't appreciate free things and I don't want to discount the value I bring on the table.

#3: The Fees Will Filter Who Are Serious - If you feel that the fees is too “expensive”, this program is probably not for you at the moment. I don't want the scenario of you having to take loan to attend the program etc.. It doesn't make sense. Spend time reading my books or watching the YouTube videos I've shared. They're free.

#4: The Program Is worth US$50K Yearly - I would have paid this amount for a program like this if there was something out there in the market but still its not an amount everyone can afford and if I were to charge this price, I will end up having 10 members? That defeats my purpose in the first place.

#5: If you managed to close 1 more big case which is a completely conservative goal, it’ll cover your investment and make you multiple times back your investment.  


"When I first asked my friends (many of them COTs and TOTs) how much they would invest for access to a community like this, many of them shared that they would invest at least $10,000 per year. Why? Because they know that if they just learn 1 strategy to close just 1 big case, they will be able to make back their investment multiple times over. "

Think about it, your investment is only about $8 per day, you get access to everything you need to know to close big cases in the next few months, along with personal mentorship and guidance from myself and my team.
 
You’ll learn how easy it is to close big cases and how just about any advisor can do it with the right mindset and know-how.

Special Enrolment Bonus For 2026 Batch

Something Special For You...

ENROLMENT EXCLUSIVE BONUS (US$3,974)

In April 2020, Dr. Sanjay Invested $100,000 to help BCC members brand themselves. He understands that it will be difficult for BCC members to hire digital marketers to establish their own branding and that is why he decided to invest to help them get to the next level. 

For future batches of enrolment, this will be a paid service. But if you were to join before 31st Dec 2024, you'll get it for free too.

Personalised BCC Wealth Infrastructure Book
(Worth US$2,977)

High-Net-Worth Professional Profile Creation (Priceless)

If You Did This On Your Own... You'd Have To:

  • Attend expensive courses ($5,000 to $15,000) -  You'll have to sift through to find a decent course but mostly they are not by practitioners who have real life experiences in handling large cases. 
  • ​Consult Multiple Mentors (Not easy) - Not many people know exactly how to close bigger cases in our industry... Even if they do, they probably don't share the real secrets with you. The problem is when you have that 1 chance to close a big case, would you want to leave it to luck or increase the chances to success by having someone who has been there and done it to guide you along? 
  • Spend Years Figuring Out (5-10 Years) - Of course you can spend time investing on reading, researching and figuring it out or... you can just leverage on what I've done in the last 22 years and even if 1 idea works for you, that will at least teach you how a big case works. 
  • ​Miss Out On Potential Income In 2022 ($50,000-$100,000) - If you're serious to learn how to close bigger cases, it's always better to start early because you reap the benefits of mastering a better skill set in the long run. 
  • ​Have Lesser Time With Your Loved Ones (Waste Unnecessary Hours) - Many people spend months or even years to learn a simple strategy in big case closing... and even if they did figure it out, they are often stuck at handling tough clients and get lost... that's why in the BCC family, I've created a system and roadmap for members to follow so they never have to go through the struggle I've experienced years ago. 
  • Uncertainty & Stress That Makes You Go Downhill ($30,000+, Probably More) - You already know doing this alone and trying to figure out is stressful. Worse still... you might just lose out on many great opportunities and end up being demotivated. Join the BCC Family and you never have to walk through this journey alone. 

Check Out What Our Members Have Shared About Their Experiences In The Big Case Closer Program

"I achieved 2 X MDRT in 2023!" 

"Thank you so much for your sharing and teaching us with real life examples and case studies. I really appreciate your full team’s support in the BBC program.

I hope I could learn more from you & be more professional in this industry." 
- Jessica Ng, Hong Kong

"Everything in my business has changed for the better" 

"I'm very thankful to have been chosen to join this incredible program. I would not have achieved this year if I didn't take the leap of faith to join. Everything in my business has changed for the better."
- Marlon, Trinidad

"Everything in my business has changed for the better" 

I'm very thankful to have been chosen to join this incredible program. I would not have achieved this year of I didn't take the leap of faith to join. Everything in my business has changed for the better- Marlon, Trinidad

"After joining BCC program, I have a massive growth of 300% and hit my COT" 

"I wanted to have a breakthrough and move to the next level because I have been stuck at the MDRT level for awhile. However, after joining BCC program, I have a massive growth of 300% and hit my COT! 

Dr Sanjay has shown me step by step on HOW to close big cases with relevant ‘Tested and Proven’ strategies. I have learned to copy & paste the sales strategies and shortcut my road to success. BCC program indirectly built up a strong foundation in me and increased confidence  to my clients. 

Thank you, Dr Sanjay. I am looking forward to learn more strategies from you." 
- Lim Swee Lee, Malaysia

"My results improved despite Covid 19" 

"Dr Sanjay has generously dedicated his time & efforts to train the Big Case Closer Family. 

As a practitioner, he shared his tested skills, experiences with us. Also, I have learned from other successful BCC members. From his coaching, I think, present, behave like him. 

My results improved despite Covid 19. Thank you Mentor."
- Loy Chin Juay, Singapore

"My results improved despite Covid 19"
Dr Sanjay has generously dedicated his time & efforts to train the Big Case Closer Family.
As a practitioner, he shared his tested skills, experiences with us. Also, I have learned from other successful BCC members. From his coaching, I think, present, behave like him.
My results improved despite Covid 19. Thank you Mentor.
- Loy Chin Juay, Singapore

Frequently Asked Questions

The “Big Case Closer” Program is probably the ONLY coaching and training available worldwide designed and delivered by an actual practitioner who is still actively closing big cases in millions.
 
Unlike many trainers out there, I don’t do this full time. I make a bulk of my income from advising high net worth clients on their finances and returns from my investments.

This means that what I’ll be sharing with you are time-tested and PROVEN strategies that I personally use to close big cases.

You’ll also be receiving coaching and support from my team to make sure you actually apply the strategies to get results within just months… even weeks. 

Who is Dr. Sanjay Tolani?
Dr. Sanjay Tolani is a 22-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table, 18 Top of the Table honors and 5 years platinum dragon. He became the youngest member in 2003, at the age of 19, and then qualified as the Youngest Life Member in 2012 at the age of 28. 

He is the author of 12 best-selling financial planning books and is currently the family leader of Sanjay Mentoring Family which educates hundreds of thousands of advisors on financial planning.

In 2019, he has successfully attained 120 MDRT and his passion lies in sharing his knowledge with everyone in the mentoring family. In 2020, he has crossed more than 200 MDRT, and in 2023, he has crossed > 1200 MDRT.

Over the last decade, Dr. Sanjay has been learning from top financial advisors all over the world, consolidating their insights and learning.
He has coached over hundreds of thousands of top financial advisors all over the world. What makes Dr. Sanjay happy is seeing members of his family succeeding and being professional in their line of work. 

No matter how good you think you are at financial planning, there are proven practices and techniques that the pros use to close their prospect - practices and techniques that Dr. Sanjay will personally cover. So if you are thinking of bringing your professionalism and skills to the NEXT level, this upcoming program is for you!

Copy and paste what you will be taught and the results will follow.
Will Dr. Sanjay's sharing be relevant to us?
Absolutely! This is because even though Dr. Sanjay is based in Dubai, his clients come from 53 countries. He is intimately familiar with taxation rules, industry regulations and even behaviors of people all around the world.
Why is Dr. Sanjay so generous in sharing his trade secrets? Is there a catch?
For starters, Dr. Sanjay is a solo practitioner. He doesn't manage an agency and has no intention to build one. That's not his focus.

His intent is to pay it forward and raise the standards of the financial service industry. That way, everyone wins! That's about it - at his level, it's all about the legacy of his career.
How do I get access after I purchase? 
We will be sending you a unique login link to create an exclusive account. You will be able to access the online coaching portal where we will update the videos from time to time to help you with your learning. You will also be able to get tickets to our offline events in your portal. 
I have other questions.
For any inquiries, please write in to me@sanjaytolani.com or whatsapp my team on +91 99300 60314. 
How long do I need to wait to begin the program?
The program starts immediately on the day you sign up. However the monthly big case closer videos will only be uploaded once a month.
What is Big Case Closer?
This limited access course is defined as the process of closing cases with premium larger than usual. It is the process of stretching your limit and making sure your case size grows at least 20% larger year on year. 
If I miss this enrollment, when will be the next time?
In order to make our information exclusive, we specifically limit the number of members in the program. We will only be opening up the seats to new members when someone leaves/graduates from the program. Our estimated waiting time is about 6 months. 
How effective are the Big Case Closer strategies shared?
The strategies shared in this live/video course are tested and proven by many members of the mentoring family. 
How is this program different from other Dr. Sanjay’s Tolani programs?
This is an exclusive by invitation only program. The other programs are available for everyone in the mentoring family but for the big case closer program we only want to take in members who are hungry for success. 
How credible/effective is this program?
This program is designed by Dr. Sanjay himself who spent the last 22 years selling insurance. He has achieved more than 1200 MDRT in 2023 and his own personal achievement is the best credential of this program. You will also be happy to hear that he has coached multiple top producers in this industry. 
Can this program make me rich? 
In our business, small case makes you survive, big case makes you rich. This program's main purpose is to help you exponentially improve your income (in other words, make you rich). However, the strategies will not work when used by all the advisors in the market. Hence, this program is only for selected few. 
Why Are There So Many Top Advisors In This Program?
Because they know that if they learn and implement the correct strategies to close just 1 big case, they will be able to make back their investment multiple times over. 

Also, I’m not a trainer but a practitioner, so in this program, I teach 100% what I have tested and proven. In fact, we didn’t really spend much money on advertising for this program, because we believe that those who are really motivated to succeed will take the initiative to sign up themselves. 
When will this program start?
This is an online program and it starts immediately on the day you join the program. We recommend you to stay in this program for at least a year if you are serious about being a financial advisor. Every month Dr. Sanjay will guide you through new skill sets required to close bigger cases.
What Will I Learn In This Program?
Above all, you will learn the exact skills you need to close bigger cases. Many advisors are stuck today not because they are lazy, but really because they lack the right skills to close bigger cases. I’ll cover more advanced topics like estate planning, keyman insurance and business insurance. Just one module in our monthly training would easily cost thousands of dollars to learn similar knowledge. 

Finally, if you’re new to this industry, don’t worry! Over the years, I have refined my methods of teaching to make complicated theories easy for you to understand. 
Do I have to watch all the modules?
Do I have to watch all the modules?
No! Pick and watch what best suits you. In fact the program manager will let you know what to do exactly. I cannot be coaching every single one, but I will do my best to make sure every member gets the attention and help the need.

What are the details of the program?
In this program, you will learn big case closing strategies from top agent Dr. Sanjay himself. He will be sharing with you his secrets to ranking top in the insurance industry and how you can achieve similar results. 

While Dr. Sanjay frequently gives talks, the content shared in this program will be exclusive to the members only. 

Unlike a typical program, this coaching requires participants to update their progress so Dr. Sanjay can help them when needed.
How often will this coaching take place?
This is a membership subscription. Every month there will be training and action plan which you will have to execute. 
Can I purchase the course and share with my friend?
Unfortunately when you purchase the course, you agree to the copyright law governing the online assets. Sharing of material will be illegal and our security system will be able to detect and ban the account. 
Should a new advisor attend this program? Will the content covered be too advanced? 
Every advisor should be aware of how to close bigger cases. If you're a new advisor, I suggest you only apply when you hit 50 existing clients. 
How is Dr. Sanjay’s Big Case Closer program different from other insurance courses in the market?
Most courses you see in the market are run by trainers (who don’t sell insurance). Dr. Sanjay is a practitioner himself, meaning he sells insurance everyday. As a practitioner, he realised a lot of theories are actually wrong in the market, hence he came up with a unique course to help advisors to truly get better.

Think about it, if those courses are really good, why don’t those trainers focus on selling insurance themselves and earn money from there?
Who is this program for?  
I welcome advisors who are driven and hungry to learn top financial planning skills to join this program. But please make sure you are willing to change and commit the hours into practicing the strategies I teach you. 

I would suggest, as a benchmark, that you have at least 50 clients before you join this program. 

It is for experienced advisors who are stuck at the same level of income and sales and want a HUGE breakthrough this year.

Lastly, it is also for people that are already successful and want to scale themselves to the 7 figure commission range.
How did you come up with the program price?
We wanted the price to reflect the hunger that you have to learn and succeed, whilst being affordable as a whole.

We understand that USD3,497 may seem like a lot to some, but it's actually a lot more affordable than the thousands of dollars that some 2 day courses charge.

Think about it, if you spend on one cup of good coffee a day, that's almost USD 3500 (USD9.6*365) a year. If you cannot even bear to lose a cup of coffee a day, then it also means that you cannot afford to close big cases. 

We're basically just requesting you to cut out a cup of coffee daily - in the pursuit of your goals. 

Think about it, the moment you close one big case using the BCC closing strategies I teach you, wouldn’t the program price be worth the investment?
I can’t afford the program. What should I do?
This program is designed for advisors who want to learn how to close big cases. For that, we strongly advise you to sign up for the Asset Structuring Club instead. CLICK HERE. 
I don’t come from a rich family. I don’t have rich connections. Will this program be relevant for me?
Yes! Dr. Sanjay's first case was US$125 in premium. He worked his way from 1 MDRT to 1200 MDRT in 22 years. It is not just hard work that got him there, but also the right strategies and blueprints. He has also coached multiple top producers from humble backgrounds and if they can do it, so can you. He will even show you his methods to get rich prospects, but before he shows you the way, you have to make sure you are well-trained and prepared for that.
Do you select people to join this program?
Yes. After you enrol, I will analyse your profile and if I feel that you are not a right fit, I will provide you a 100% refund. To be completely transparent, I’ve previously removed quite a few members from this program. Basically I can’t be teaching my trade secrets to everyone; that is why I designed this program to find the right people to share with. 
Do you have a webinar that leads me to buy this program? 
No. I seriously don’t have time for that. I’m still working towards >1500 X MDRT target this year and making sure I invest time in BCC members. I know the trend now is to show you a webinar to get you hyped up before you subscribe to the program. But for me personally, I believe in showing you what you will get, and if you think you are a good fit, only then should you consider joining the program. 
Do I Get The Personalized Website & Financial Planning Book too?
We did this project because we wanted to help our current BCC members to gain better branding during this period of time. But Yes, If you join in this Enrolment, you will get the same bonuses too.

We will be extending the “Digital Transformation” package (US$3,974) to people who enrol with us in the upcoming batch. However, we might not be providing such offers to future batches of BCC members because it is too expensive to do so. Unless we raise the membership fees.
How do I get into specialization? 
Attend the foundational training and from there you will be able to understand which specialization track you should embark in. The relationship manager manages your track so he/she can schedule you in the right group coaching session.

These sessions will not be recorded because of sensitive information revealed by both parties. Put it simply, I'm going to teach you things that literally “MONEY can’t buy” in our industry and because of that reason, I need to check the profile of every member because the last thing I want is members leaking our “secrets”.

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