Digital Insurance Marketing - Atul Gaikwad Telegram Posts

Friends,

I have been using this simple rule for many years and it has helped me personally and also during my sales calls.

This rule is a simple answer to a question *"How Much Should I Save?"*

I can guarantee you that this will help you during your sales call if you use it properly

Regards,

Atul Gaikwad

Friends,

*Upgrade Your Knowledge on Tax Planning for FY 2024-2025*

Help your clients make smarter tax decisions while boosting your credibility as a trusted advisor!

🗓 Dates: *3rd & 4th January 2025*
⏰ Time: *7 PM to 9 PM*
📍 Platform: *Google Meet*
🎥 Recording: *Available*
*Fees: Rs.600/-*

*What You'll Learn:*

✅ Types of Income & Tax Implications
✅ Tax Slabs - Old Tax vs New Tax Regime
✅ Key Exemptions & Deductions to Maximize Savings
✅ Capital Gain Tax - Shares, Mutual Funds, ULIPs & Real Estate
✅ Taxation of Debt Products - Mutual Funds, Bonds, NCDs

You will get a *Tax Planning Ready Reckoner & Excel Calculator*

GPay on 9923047121 or through the below link

https://rzp.io/rzp/meGl0fAm

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

Starting from today I will be sending 1 image daily on Financial Tips for next 30 days.

You need to keep this image as your *WhatsApp Status* and send to all your contacts through WhatsApp. You can also use the same image on *Instagram & Facebook*

This will help you to create your *Brand*. For better results, *Use only this image as your WhatsApp Status* (I know you are not going to listen 😊)

As always some people have already shared my yesterday's message in other groups as if they are doing this activity 🤦🏻‍♂️

*This is a Brand Building Activity and not Lead Generation Activity*

*All The Best* 👍

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

Please keep the above image as your *WhatsApp Status* and also send to all your contacts through WhatsApp

From tomorrow I will send you *1 image daily* for next *30 days* on *Financial Tips* this will help you to create your *Brand* and come across as a *Knowledgeable Advisor*. You need to keep this image as your *WhatsApp Staus Daily* and send to all your contacts through WhatsApp

*Wishing you and your family a very Happy and Prosperous New Year*

🙏

Regards,

Atul Gaikwad
Certified Financial Planner &Trainer
Mobile - 9923047121

Friends,

*"The only person holding you back from success is YOU!"*

Often, the biggest hurdles to success are not *external* but *internal*. Self-doubt, fear of failure, and procrastination stem from limiting beliefs.

I invite you to join me tomorrow evening *Saturday 30th November at 7 pm* to discuss on how we can overcome our fears and work as per our true potential

*Gyankosh Knowledge Series - Session 10*
*Saturday, 30 November · 7:00 – 8:30pm*
Google Meet joining info
Video call link: https://meet.google.com/rtk-hxoh-vbk

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

*Starting Today*

*Sell ULIP with CONFIDENCE !!*

I am starting a 3 day session which will help you to upgrade your knowledge on Share Market and Sell ULIP Plans with Confidence

Content

1. Basic Concept of Share Market
2. How Share Market Works
3. Risk and Reward in Share Market
4. How ULIP Plans work
5. Wealth Creation through ULIP
6.ULIP Plans
7. Advantages of ULIP over Mutual Funds
8. Taxation

*Date* - 11,12,13 November 2024

*Time* - 7 pm to 9 pm

*Online Google Meet*

*Fees* - Rs.800/-

You will receive *Training Content* and *Recording* of each session

You can GPay on 9923047121 or pay through below link

https://rzp.io/rzp/5hnyxDb

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

*Sell ULIP with CONFIDENCE !!*

I am starting a 3 day session which will help you to upgrade your knowledge on Share Market and Sell ULIP Plans with Confidence

Content

1. Basic Concept of Share Market
2. How Share Market Works
3. Risk and Reward in Share Market
4. How ULIP Plans work
5. Wealth Creation through ULIP
6.ULIP Plans
7. Advantages of ULIP over Mutual Funds
8. Taxation

*Date* - 11,12,13 November 2024

*Time* - 7 pm to 9 pm

*Online Google Meet*

*Fees* - Rs.800/-

You will receive *Training Content* and *Recording* of each session

You can GPay on 9923047121 or pay through below link

https://rzp.io/rzp/5hnyxDb

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

As discussed during yesterday's session, I am sending you format of letter/email and my profile for your reference

Regards,

Atul Gaikwad

Friends,

Thank you for your time and participation during yesterday's session 🙏🏻

I am sending you recording and presentation for your reference

Recording Link

https://drive.google.com/file/d/1vOcAzovavS4eXaHNbVYWQbWRg6kY9OhF/view?usp=sharing

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121

Friends,

*Google Meet Link for today's session at 7 pm*

We will discuss on

1. Current Market Situation
2. Business Opportunities in Current Market
3. How to Approach Client in today's situation

*Tuesday, 5 November · 7:00 – 9:00pm*
Google Meet joining info
Video call link: https://meet.google.com/ttz-wnjc-zaa

Regards,

Atul Gaikwad
Certified Financial Planner & Trainer
Mobile - 9923047121