Join the waitlist to get an "early" seat to join Dr Sanjay 2023 Mentorship. 


Would You Like To Learn How To Multiply Your Income In The Next 12 Months

Just Like What Many Of My Mentees Have Achieved In The Last 2 Years!

Watch This Video First...

Would You Like To Learn How To Multiply Your Income In The Next 12 Months

Watch This Video First...

"I was stagnated in this career since the past 4 years but after joining the program, I got my breakthrough this year! Finally I was able to close a case that gives me 9x more commissions from my average. Thank you Dr. Sanjay!"

Every Year, Only A Limited Number Of Advisors Can Be Accepted To The BCC Family- Most Members Renew Year After Year Leaving Very Few Openings. We're accepting new members by application only. 
Apply early to avoid disappointment.
Waitlist Since 27th Sept:  194

How To Become A Big Case Closer?

Why Learn From Dr. Sanjay Tolani?

Why Learn From 
Dr. Sanjay Tolani?

From: Dr. Sanjay Tolani

Your Insurance Mentor
19 X MDRT, 2 X COT, 15 X TOT
90 MDRT in 2018, >120 MDRT in 2019, >200 MDRT in 2020, >300 MDRT in 2021
5 Years Platinum Dragon
Dear Advisor,

If you have been in this industry for quite some time, feeling stagnated, stuck and not sure how to get that breakthrough, then I want you to spend some time reading through this page. 

Like many of you, when I first started as an insurance advisor, I struggled with many issues.

"How do I do better year on year? I felt stuck and tired... How to get that breakthrough consistently?"

"How do I get started selling insurance to richer clients? I was only taught how to close small cases?"

"What kind of new skills should I pick up to help my career? I'm ready to be an advisor a long time ago but I'm lost on how to get to the next level. I want that income and personal breakthrough!"

Like many of you, I faced these problems but it didn't stop me from getting better results year on year over the last 18 years. 

Having struggled my way up from 1 MDRT to more than 300 MDRT in 19 years, I realized it is not just hard work that got me here, but also the right strategies and blueprints.

In 2021, I have successfully closed more than 300 MDRTs, a huge target which I thought was impossible - and I’m very excited to share with you what helped me to do it - the ART of closing big cases.

This is the exact same skill I want to encourage you to take time to master and implement in your business.

Once you start to implement big case closing 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 untapped on the table. 

You probably already know someone in your network who is rich, but do you know how to approach them and bring up the topic of financial planning? How can you go about doing it in a non pushy and professional manner that could potentially bring you a stream of recommendations after you close that deal?

From what I see, there is no single program out there that is designed to teach financial advisors how to close HNW and bigger cases. 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 $20,000 of their hard earned money, learning from the so called "guru" and end up executing the wrong strategies thereby losing huge potential income.

This is why I decided to come up with the Big Case Closer Program, a mentorship program designed to teach advisors like yourself how to close bigger cases in 2022. 

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 program. Read on as I explain the details to you.

Who Is The Big Case Closer Family For?

Who Can Best Benefit By Learning From Me?

Before I go on to tell you what you can learn from this program, let me be honest upfront.

I'm selective with who can join the Family because I want to be a responsible mentor. If you're NOT learning something from this program, then you should not even join this program and I'm clear about that.

After assisting 300+ advisors in 2020 & 2021 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 to be in one of the following scenarios currently, then YES... You should consider applying for this program. 

“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 persuading you to join the program, promising you HUGE results but I'm different.
I set up this family with the intention of coaching advisors who truly want to "breakthrough" and benefit from it. 

After 2 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 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.

If the focus of your business is building a team and grooming them, then this program is not for you as well. Instead, I would suggest you to send your top advisors to this program because this program will only benefit direct selling agents.

Moving forward in 2022, we will be covering slightly more advanced theories and if you're a complete beginner, I suggest you work on understanding the industry first, then apply to this family. 

NOTE: This is by application only. I will look through your details 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 Dr. Sanjay Used To Struggle & Felt Lost...

My Personal 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 19 years ago, my average case size was only about US$100.

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?

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 the COT and TOT level don’t work harder & longer hours…"

In fact, 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…

And 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 next 16 years, I learned from my mentors, put their strategies to work and experimented with new ones.  

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 2021 alone, I was able to achieve: >300 MDRTs...

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. 

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 "2022 New Big Case Closer Framework" which I'll be sharing with you in this program 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... 

"Why am I doing this instead of just exclusively focusing on my $5,000,000 cases?"

#Reason 1: When I just started in this industry, I wish there was somebody who documented all the 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.

#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 >300 X MDRT this year by myself? So I thought why don't I share these with those who can truly benefit from it. 

#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. 

That's why I'm investing tons of my personal time to make this program a success, I want to show people 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?

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

I want you to invest a few minutes watching this video which explains:
#1:Why Master Big Case Closing?
#2: How would it make you stand out?
#3: How it can benefit you in the long run? 

What Will You Learn In The Big Case Closer Family?

Your Journey To Closing Big Cases (>$100,000) In 12 months

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

"After coaching 300+ advisors in 2021, I now have an even clearer roadmap to help advisors enhance their skills."

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 program. 

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 2 years and many have either opened up big cases or closed a big case. So rest assured you're not learning theory but actual practical methods. 

(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...

Phase 1: Foundation Skill Set - Picking Up The Right Skill You Need

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 a library of "exclusive" pre-recorded training videos for our big case closer family. These are self learning videos to help you get started. 

Month on month, I will be conducting more live trainings so that we add up more videos to our library. 

Note: Most information in our library is not released to the public or on youtube because I want to make these "Strategies" exclusive. This is also why before you join, we'll have an interview call because I truly only want advisors I like to get access to these information. 

Outcome: You will build a better, stronger foundation & see gradual improvement in your commissions.

Phase 2: Specialization - Creating Your Unique Proposition In 2021

What I am going to do differently for 2022 for the Big Case Closer family is that I'm going to help everyone go into a specialization by exploring a higher level of financial planning by choosing from either Family Office, Risk Management, Asset Management or Corporate Financial Planning. 

This allows members to gain further clarity on their niche and during these sessions I will reveal more “secrets”. These sessions will not be recorded and will be conducted live. Depending on the size of the group, we might break the group even further based on experiences.

 In 2021, quite a few members have already entered into their respective specialization, so I know this is working and we'll be continuing it in 2022.

Outcome: You will now stand out from your peers and because of your specialization, you will gain the right knowledge and network to handle case sizes that are 10X larger than usual.

Phase 3: Coaching - Case Studies & "Q&A"

After watching videos... attending group sessions... you probably still feel lost sometimes. I get it. Theory and practical is completely different. That's when our Coaching comes in place. I'll be straightforward with you, I can't do personal 1-1 coaching because I don't have the time for that. 

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.

Phase 4: Support System - Closing Big Cases

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 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. 

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".

I've closed multiple big cases in the last 19 years and there are many tips and guidelines that I can provide you along the way.

"To put it simply... I'm trying to create the BEST program you've ever seen...So sometimes you might see me organizing more sessions because I'm excited to help you see success earlier" 

"To put it simply... I'm trying to create the BEST program 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 if you're selected to be part of the family. 

Here's What You'll Be Getting:

Here's What I Intend To Cover In 2022

Let me tell you exactly my plans in 2022 so you have a better picture of what's going to happen for you when you join the family. 

In 2022, we will 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 2 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.

Get Access To 7 Foundation Course

7 specifically curated modules In 2022 for advisors who want the latest strategies & can apply them immediately to see massive results.

High Networth Market Secrets - Learn How To Enter Into HNW Market & Be Able To Be Liked & Trusted By Them (Jan 2022)

In this module, we will be covering on prospecting strategies for higher net-worth clients. I'll be teaching you on how to position yourself correctly and how to start the right conversations with them so that they don't find you pushy or unreliable. You will also learn from case studies on what have worked in 2021 and what's the latest trend in the HNW market so you can capitalize on the upcoming trend to open up bigger cases. 

HNW Concepts - How To Create Unique Concepts To Convince Richer Prospects To Say Yes To Estate Planning Or Premium Financing (Feb 2022)

In this module, I'll be teaching you how to create your own unique HNW concepts so that you stand out from your peers. We will re-look at the fundamentals of estate planning and premium financing, 2 important concepts to open up bigger cases and I'll show you step by step on how you can lead from concepts to closure in a professional, non-pushy manner. I'll even show you how you can move from one to multiple product offerings using a 'timeline' concept which I've been testing since 2021. 

Asset Transfer & Multi-Generational Planning - How To Increase Case Size By 120% Using Asset Transfer Financial Strategies (Apr 2022)

Strategizing how to transfer wealth for your prospects or clients is easier said than done. In this module, we will be covering on advanced financial planning methods to do asset transfer & multi-generational planning. I will show you how you can spark the interested of your existing clientele into asset transfer and how through a simple case study presentation you can potentially open up a bigger case in 2022. I'll even share with you what I'm doing in 2021 that is helping me open up big generational planning cases. 

Unlocking the C-Suite - How To Professionally Present Key Man Insurance & Financial Structures To Work with C-Suite Clients (May 2022)

It's not uncommon for you to meet someone who runs his own business or is an important key appointment holder for a company. How would you start a conversation on keyman insurance? How would you structure your offer in a way to gain support from the C Suite and other important decision makers? In this module, we will go in depth and uncover everything step by step that you need to know.

Corporate & Family Office Ideas - How To Ride On Budgeting To Create More Sales For 2023 (July 2022) 

Corporate & Family office is a topic that is seldom covered because only 0.1% of advisors are in this niche. I'll be breaking down the details of how this segment works and showing you what's the potential opportunity in 2022 for you. 

There is a saying "if you don't know this exists, you will never get in". That's why this session is about opening up your mind to "ULTRA HUGE CASES" so you can slowly invest time entering this unique segment. 

High Networth Portfolio Management - Learn essential skills of portfolio management and personal investing (Aug 2022)

In this module, I will teach you how professional investment managers construct investment portfolios. We look at these different investment opportunities as well as key valuation and risk management techniques. 

If situation allows, I might even invite a few exclusive friends to share their personal strategies and teach with you 2022 trends that you can ride on.

Final Sprint 2022 (BCC Member Exclusive - Oct 2022)

Every year, we invest October into Final Sprint Preparation. I'll be walking you through what to focus on in Q4 and also show you case studies and a framework that you can copy & paste to get massive results for the year. 

If need be, we will also conduct more country specific and level specific sessions so that I can help you "clear" current pending cases and get you that commission to make 2022 the best year for yourself.

"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:

1) 7 X Foundational Live Training "To Upgrade You So That You're Prepared To Close Bigger Cases - Get The Best Performing 2022 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) Your 6 X "Exclusive Q&A" Session 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. 

3) 4 X "Next Quarter Planning Session"

This is something new that I've requested my team to organize. I realized many members needed more advice and clarity on their target settings so at the end of every quarter, I will be conducting a short session sharing with members on what they need to focus on in the upcoming quarters. 

We will be going in-depth into the clientele base to target, product offerings to focus on and even specific types of presentations to use. 

I've conducted such sessions in 2021 and it helps many demotivated members to gain confidence and know they are on the right track, so this is something I want to dive deeper in 2022.

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.

4) 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 2022 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

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. 

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 2021 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 2022, 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 6 BCC members in 2020 who have managed to achieve their MDRT with 1 case and were awarded the Big Case Closer Award.

By 2021 October, 6 more Members have already clinched this award and I'm expecting more to come in the next few months. 

Seeing is Believing, I want to show you how real advisors are closing their sales in 2020 and 2021. 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

"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 Implemented New Strategies In 2020 and saw massive results"

"How Donovan Achieved His 1st MDRT In 2020"

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

"How Benedict Achieved His MDRT In Just 1 Case"

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. 


My 3 Criteria: 

You Have At Least 100 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 2022.

... For Only ONE Payment Of 
 Just $2,997/ Year!

... For Only ONE Payment Of 
 Just $2,997/ 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 2023 (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 2022 Batch

Something Special For You...


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 2021, you'll get it for free too.

Personalised Financial Planning Website 
(Worth US$2,977)

Personalised Financial Planning Book (Worth US$997)

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 18 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 my first COT and MDRT life member in 2020." 

"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 and 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 19-year member of the Million Dollar Round Table – The Premier Association of Financial Professionals, with 2 Court of the Table, 15 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 11 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 is working towards his 365 MDRT target in 2021.

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 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 19 years selling insurance. He has achieved more than 300 MDRT in 2021 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 100 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 100 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 USD2,997 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 3000 (USD8*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 case. For that, we strongly advise you to sign up for the future advisor system 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 200 MDRT in 18 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 my 365 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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