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 - 2024 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!" 

"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 2025,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.

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.

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?"

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 2025?
#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 2025, 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 2025? 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:

"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 5 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. 

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

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.

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".

"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. 

After 2 successful big case closer mastermind sessions with Dr. Sanjay Tolani in February and September 2024, 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 Late February 2025.

"This mastermind was impactful and I cannot emphasize enough on what Dr Sanjay has shared. He really change the way I view my business as an advisor and if I don't do double TOT, I feel I have let him down. I really admire his selfless sharing and how much effort he spent the last 2 days to share with us all his decade of knowledge that he acquire. Thank you Dr Sanjay!"

You can expect to spent 2 full days learning from Dr. Sanjay directly and learn all his advance wealth solutions that allowed him to achieve 1200MDRT himself in 2023.

Most of this session will not be recorded because of some sensitive information shared. This session will be available for Big Case Closer Family Active Members as of the session date. 

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 2025:

(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 Feb 2025)

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

"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:

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 2025, 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. 

"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.

Seeing is Believing, I want to show you how real advisors are closing their sales in 2020, 2021 and 2022. 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. 

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 2022, We've organized 10+ meet up in Singapore, Malaysia and India and I hope to organize it in more countries in 2025.

"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!" 

"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." 

"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. 

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: 

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 2025.

... 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 2026 (Where we have the intention to raise it back to a fair value of $4997/Year to reflect actual value of the mentorship)

"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. "

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.

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