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In this video tutorial, Dr. Sanjay T'lani shares a fast retirement presentation to sell retirement planning over the phone. As the family leader of Sanjay Mentoring Family, he aims to help financial advisors succeed in the industry by sharing his 18 years of experience. The presentation is designed to help clients reconsider their finances in the short and long term, encouraging them to think about retirement and the importance of creating a retirement plan for their future.
