It required a 360-degree approach from reaching out to a prospective customer and convincing them to buy the insurance cover for their family. He then began his research to understand the needs of prospective clients and sharpened his selling technique for a life insurance product. “Indians believe it is okay to be dependent on their children post retirement. So, I had to explain to them the need for insurance, which most people think is the last priority. Therefore, I began to mold my pitches by understanding the gaps between what people’s actions and their needs and would accordingly try to convince them
“I help my clients transfer their risk of loss to protect the world they know”Million Dollar Round table (MDRT), is a global association of top-performing life insurance agents and financial services professionals. It’s a prestigious recognition for insurance agents who excel in sales and uphold high ethical standards. Tatyasaheb also received certification from CII – London, it is one of the largest examination bodies in the UK, success in CII qualification is universally recognised as a global standard by securing more than 2000 families and selling policies to over 10,000. MDRT is an exclusive forum for the world’s most successful life insurance and financial services professionals. Membership to MDRT (USA) is based on agent productivity. He is also a Corporate Club Membership (COT) from last 8 years, where the qualifying criteria is much higher.
Tatyasaheb believing having Mall Culture in his business which works like you have one client u should be able to sell him 10 other products. It means you provide him all your financial products and insurance according to his need and requirement so that he is always be your client and you become his ultimate option as Wealth Manager always.
Tatyasaheb is providing Lic Housing finance and all Types of Loans. He is also got mastery in to Health Insurance and General Insurance. Having so many options under one roof which help him for cross selling of the products. “Shewale & Co” has a well train staff of around 15 people who are working with them from more than 20 years.
He says he has been able to grow in this field because he believes in selling plans based on the needs of his clients of which include income protection plan, pension plan, and child education plan. “The base of any investment pyramid is an income protection plan and a health protection plan. So, both are equally important.”
“Amateurs sit and wait for inspiration, the rest of us just get up and go to work.” — Stephen King.”
Insurance training programs are designed to provide individuals with the knowledge and skills needed to excel in the dynamic world of insurance. These programs offer a comprehensive understanding of insurance principles, risk assessment, underwriting, claims management, and compliance regulations.
Tatyasaheb is a very strong personality, who believes that the programs have enabled him to learn new techniques. “Training is a must for sharpening our knowledge and skills and even during the pandemic, we made sure that we attended every online training program,” he says.He often says that “Buying life insurance is like fixing a leak in the roof”.
Wife ‘Sunita’ is a strong pillar, Love and Inspiration of his life, who was been there with him in all in his good days and bad days without her his Journey could not be complete.
Pretty and smart Daughter ‘Pritam’ is well qualified. She has done her Bachelors in Business Management from MIT and Masters in Entrepreneurship and Innovation from United Kingdom. Today she has joined Shewale & Co from last 6yrs and is also working hard and taking her father’s Legacy ahead and has established her own name & identity in General Insurance and Finance Sector.
Handsome and smart Son ‘Akshay’ has completed his BE from UK and MS from Australia. He has his own set of business. He and his employees provide estimation of quotes working from Pune for his Australian clients. His team provides quality estimation services to builders, subcontractors, architects, and manufacturers to their overseas clients.
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