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He Borrowed $400K Tax-Free to Save His Daughter's Life
New Beyond the Bottom Line just dropped with @Scott Gannon and this is one of my favorite episodes we've recorded. Scott's been with us at HTAB for almost 2 years now, and he opened up about how a properly structured corporate owned life insurance policy literally saved his daughter's life in 2022. She was diagnosed with a rare cancer at the base of her skull, sitting on her brain stem. The surgery to save her required $275K USD upfront within days. Scott called his insurance company, ordered $400K against his policies, and had the money in his bank account in 3 days. If you're a Canadian HTAB member, I really suggest you watch this one. Scott breaks down exactly how he structures these policies for liquidity over death benefit, the audit story where 92 out of 96 strategies were set up wrong, and what the math actually looks like over 20-40 years. Scott, thank you for being this vulnerable on the show and for the value you keep bringing to the HTAB community. Means a lot. https://youtu.be/_qbv059_OMA?si=Rej2fWtqi-QXC2fU
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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.
We just dropped Episode 1 of The High Ticket Agent 👇
I sat down with Joey Lalonde-Rioux, CEO of Preserve Wealth Group, a firm that's booked over 10,000 qualified business owner appointments in the last 12 months, and we went deep on something most agents get completely wrong. Why the agents earning $50K–$100K+ per case aren't better than you. They just market differently. Here's what we covered: — What business owners are actually experiencing with their taxes right now (and why their CPA isn't fixing it) — Why cold outreach and traditional prospecting kills your credibility with this audience — The education-first approach that makes business owners come to you — The specific messaging that gets them to stop scrolling and raise their hand — What happens when a business owner Googles you before your first meeting This episode is free. No pitch, no fluff. Just the framework. If you've ever felt like business owner cases are out of reach, not enough of them, can't find them, don't know how to position yourself, this episode is going to reframe that for you. — Pavel
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💥TAKE OWNERSHIP OF YOUR BUSINESS💥
As you guys know, I've been gone for the past few days and lessons have been learned in the marketing conference I was in - How to give you more knowledge while improving the system for you at all times? Knowing this is my mission, who's ready to go to war?! Who is ready to conquer over the industry with me?! 🔥 I will be adding multiple modules to the community in the next few days and weeks, make sure you don't miss out on them, firstly: 🚨 NEW MODULES ON LEADS 🚨 Making sure that you understand what amount of ad spent your business deserves to invest so you thrive in your insurance funnel. 💲NEW MODULES ON SETTING / CLOSING💲 Making sure you convert them more automatically, without much efforts et with the best human connection you can create within seconds! 🚀NEW MODULES ON OBJECTION HANDLING🚀 Making sure your prospects are never lost for dumb reactions and/or limitation beliefs, they are yours, own them! 🧠NEW MODULES ON MINDSET AND VISION🧠 Making sure you are the best business owner you can be, I don't want any ifs, coulds, woulds, there is a warrior inside and I want you to look for them!! ⚙️NEW MODULES ON THE CRM⚙️ Making sure you use our software in the best way possible and connect everything, your way for your business approach!! Let's get it team!! See you on the other side and in the workshops! Drop a like and a comment in the chat, WHERE IS YOUR BUSINESS GOING IN 2025?! ARE YOU READY TO TAKE OWNERSHIP OVER YOUR BUSINESS?! 💯 — Santiago & Fondako Team
💥TAKE OWNERSHIP OF YOUR BUSINESS💥
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.
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