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.

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.

New Beyond the Bottom Line just dropped with @Laurent Munier , co-founder of Safe Pacific Financial in Vancouver. What I liked about this conversation is Laurent's origin story. Before becoming one of the top 30 advisors in Western Canada and an MDRT member, he was a tech entrepreneur. He built 4 companies (some of you might remember Clubbed.com and Clubzone.com from the 2000s) and got wiped out in 2008 despite doing everything his financial advisor told him to do. That experience pushed him to go research what the wealthiest Canadian families actually do differently. That research became the foundation of his practice and his new book, Wealth Multiplier. The core concept of this episode is what Laurent calls the 4 functions of wealth: keep, grow, use, transfer. Most business owners get told to focus on the first two. The real money is in how you use and transfer it, and that's where this conversation goes. A few stories that are worth the watch alone: - A client who set up an IFA in 2018 because he thought the market was overheated. When COVID hit, he pulled $1M from the policy line of credit and bought Canadian bank stocks at the bottom. Doubled his money in a year, sold half to pay off the loan, and now owns a $1M dividend-paying portfolio "for free" that throws off ~$50K/year in dividends forever - A commodities broker his bank wouldn't lend to because of the risk profile of his business. After collateralizing his life insurance policy at the same bank, he got the loan immediately - A Mortgage Investment Corporation owner who got a better personal rate on his policy loan than his own company gets on its $100M+ corporate line of credit If you're a Canadian advisor, this one's especially useful because Laurent breaks down the passive income rules and small business deduction math in plain English. Worth sending to prospects before discovery calls. Laurent, thanks for coming on and being this open with the war stories. Appreciate you.

New Beyond the Bottom Line just dropped with Alex Fyon, co-founder of Dreams Financial. https://www.youtube.com/watch?v=kmSlDzwesHw What makes Alex different from most of the advisors we've had on the show is the two-lens approach. He's been a financial advisor for 13 years with MDRT Top of Table status (top fraction of advisors in the entire country), and he's also an active business owner and real estate investor himself. So when he talks about retained earnings, holdco structure, and tax exposure, he's living it on both sides of the desk. The core concept of this episode is what he calls "Real Estate on Paper." Most Canadian incorporated business owners think their holdco can hold 3 asset classes (stocks, bonds, real estate). Alex breaks down the 4th, why your accountant likely hasn't mentioned it, and how to use it the same way you'd use a building: collateralize at the bank for liquidity, compound tax-free, and exit clean. A few specifics we get into: - A cardiologist making $700K personally vs properly incorporated, and the $210K/year delta - A $50K/year critical illness strategy that returns $750K tax-free into the doctor's personal pocket at year 15 (works out to a 14.1% compounded after-tax return) - Why deemed disposition on death forces inheritances into fire-sale real estate liquidations, and how to prevent it - The Triangle Effect: advisor, accountant, and tax lawyer working together with you in the middle If you're a Canadian HTAB member working with incorporated business owners or medical specialists, this episode is going to be especially useful, both for your own structure and as a resource you can send prospects before discovery calls. Alex, thanks for coming on and going this tactical. One of the more concrete episodes we've recorded. WATCH NOW