Hey everyone — just dropped a new episode of Beyond the Bottom Line that I think a lot of you are going to find really valuable, especially if you're cycling a lot of cash through your business. https://www.youtube.com/watch?v=S5yGj8fvwGU My guest, Thomas Cox, is a fellow business owner who runs a catering company, multifamily real estate, and a private lending operation out of Birmingham, Alabama. He also hosts The Owner's Table Podcast with 100+ episodes. What made this conversation different from most is that Thomas isn't a financial advisor teaching theory. He's a business owner who doubled his revenue four years in a row and then looked around and realized he had nothing more to show for it than he did in year two. That moment made him rethink the entire flow of money through a business. Here's what we got into: — Why he says "the number one business in the world is banking" and how business owners are funding the bank's wealth instead of their own every time they deposit money — The Infinite Banking Concept (IBC) — what it actually is, how it works mechanically, and why it's a savings tool, not an investment (this distinction matters) — A real deal he walked through on the episode: He borrowed $200K from his own policy at 4%, lent it at 15% to a house flipper, made $26K profit — and the full $300K in his policy kept growing the entire time — His "4 Corners of Wealth" framework: Business, Real Estate, Wall Street, and Infinite Banking — and why most business owners are stuck in one or two corners — How he's using IBC policies on each of his three kids and paying them $15K/year from his business (within IRS limits) that sweeps directly into their policies — Why financial advisors typically don't bring this up (hint: it takes money out of the market they get paid on) — A real conversation he had with a $300M business owner who had never heard of the concept This one's especially relevant if you're a US-based business owner with excess cash flow who wants more control over how capital moves through your life.

I wanted to share some amazing wins from agents using Agent Dash (IAU+) and show you how these tools can completely transform your business: 🌟 Check Out These Wins with Agent Dash: - Rene: Closed 3 recruits in January, added 1 personal plan, and has 3 strong follow-ups! One recruit is already licensed. - Raymond: Generated 68 insurance leads, booked 19 appointments, and closed 3 deals for $4,828 in annual premium—with 5 follow-ups still in progress. - Martin: Recruited 2 agents, sent out 6 quotes, and landed a lead for just $2.45 CPL—his lowest ever! 🔥 New Additions to Agent Dash : - 63 New Ad Templates – Sell anything and you can even RECRUIT! We give you access to leads that are interested in: Mortgage Protection, IULs, Final Expense, Annuities, Cash Value, Simplified Products and more. - 24 New Automations – Leads receive the perfect message every time without lifting a finger! - 7 New Websites/Landing Pages – Maximize your lead-to-booking ratio. - 2 Forms with Phone Verification – Only verified, high-intent leads. - Simpler Ads Launcher – Generate leads in just 3 clicks. - Database Reactivations – Turn your old leads into revived opportunities. - New Calendar Configurations – Close more with smoother scheduling. 💡 Why It Matters: ✔️ Spend less time on setup and more time closing deals. ✔️ Get better leads for lower costs. ✔️ Scale your team faster and more effectively. 🔥 If you’re ready to achieve these kinds of results, send me a message/comment to learn more about Agent Dash (IAU+). Let’s make 2025 YOUR breakthrough year! 💪

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.

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.

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.