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The (Updated & Improved) Script That Booked 10,000+ Life Insurance Appointments In The Past 12 Months
Hello Insurance Agents University! 4 months ago I shared the exact script we use to book appointments with business owners making $500K-$10M in annual profits. That video blew up. Since then, we've made significant changes to the script based on 4000 additional calls booked, and real feedback & data from the agents using it. This is the updated version. → [YouTube Link] What changed since the last version: ✓ Refined the opening 30 seconds, the part where most agents lose the prospect before they even get started. ✓ Tightened the CPA pre-frame so it actually sticks through the entire sales cycle. ✓ Improved qualifying questions for higher quality appointment and higher show rates. The numbers with these changes: - Over 10,000 qualified appointments booked in 2025 - 66% show rates (industry average is still 40-50%) - $50,000+ in average base premium per case. If you watched the first version, this one will show you exactly what we changed and why. If you didn't, start here, this is the better script. Watch it: [YouTube Link] Then let me know what you think. I read every message. Talk soon, Pavel Boissonneault Co-Founder | Fondako Media & The High Ticket Agent Blueprint P.S. , If you're tired of prospecting entirely and want us to hand you 8+ qualified showed appointments per month with business owners who actually have tax problems worth solving, send me a message on Skool.
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Why some agents make $51,000 per client (and you don't)
I just posted a video that's either going to piss you off. 😤 Or Cheer you up! 🤩 Here's why: Traditional Agents: 60-hour weeks → 100 clients/year → $2k average commission → $200k/year High-Ticket Agents: 15-hour weeks → 25 clients/year → $51k average commission → $1M+/year Same industry. Same licenses. Completely different business model. The difference? ✅ They serve business owners instead of everyday consumers. ✅ Qualified appointments show up on their calendar instead of having to prospect. In this video, I break down the complete system: - Why the traditional model keeps 95% of agents stuck - How to position life insurance as a tax strategy for business owners - Our exact lead generation and appointment-setting process - Real results: agents making $250k to $3.5M per year with us - Who this works for (and who it doesn't) This is the most comprehensive breakdown I've ever shared publicly. Watch it here: [LINK TO VIDEO] —Pavel P.S. If you're tired of prospecting and want predictable pipeline, this video will show you exactly how it works.
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Zero To 7 Figures As A Life Insurance Producer In 2026 (Step-By-Step)
Most life insurance agents have no clear plan to scale. They're stuck doing the same thing year after year, hoping something changes. I promise you that this ends today. ✊ I just dropped a new training inside the community that breaks down the exact 5-stage roadmap we've used to help agents go from $0 to $3.5M+ in annual revenue. Here's what you'll learn by watching this video: ✅ Stage 1 (0-$60k/year): How to get your first 5-10 cold prospects/month to buy ✅ Stage 2 ($60k-$120k/year): Building a proven, predictable, repeatable sales process ✅ Stage 3 ($120k-$600k/year): Adding leverage through delegation & moving upmarket ✅ Stage 4 ($600k-$1M/year): Serving higher-paying clients with 5-figure average cases ✅ Stage 5 ($1M-$3.5M/year): Scaling to 6-figure cases while working 20 hours/week And here's the thing most agents miss: You don't need a massive team, fancy offices, or 80-hour weeks to hit 7-figures. You just need the right roadmap. The right clients. And the right systems. 👉 Watch the full training here Fair warning: If you're serious about scaling, this will change how you think about your business. Let's go. Pavel. Fondako Media P.S. — This training also includes the exact free courses (that you have access to, in this community) and programs to master at each stage. No guesswork. Just follow the path.
Fixed annuities
Hello, I wanted to introduce myself my name is Luis Lemos and im an annuity life insurance expert. I currently have aged fixed annuity leads if anyone is interested.
Your CPA Has Never Read the Tax Code. Here's What That's Costing You | Joe & Joshua (E017)
New Beyond the Bottom Line just dropped and this one's specifically for the US members. https://youtu.be/fDHaQqSj6t8?si=7553A-tt37QsGL0X I sat down with @Joseph Eppy (founder of Levanti Wealth) and @Joshua Schlinsky (CEO of Safe and Secure Financial). Joe has read the entire 77,000 page US tax code. Twice. Most CPAs and tax attorneys never read it once because they don't have to. This is the conversation I've been wanting to record for months because it directly challenges the relationship most US business owners have with their CPA. Joe's point is that CPAs are trained to record history after December 31st, not to plan and mitigate before it. That gap is where most of you are leaving money on the table. A few things we get into: - How the Big Beautiful Bill opened up planning that used to only be available to ultra high net worth families - A client selling his business for $15M with a $2M basis, and how the team mitigated the entire $2.6M capital gains hit - How to clean up 2023, 2024, and 2025 taxes without amending returns (this one surprised me) - The structure most business owners are missing that lets you own 1% and control 100% Joe and Joshua, thank you for coming on and being this generous with the actual mechanics. This is the kind of conversation business owners pay $25K to sit in a room for. https://youtu.be/fDHaQqSj6t8?si=7553A-tt37QsGL0X
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