Do You Want To Build A Life Insurance Business That Can Grow From First Sale To $100M Exit?
Work with people who actually need coverage, make more money each month, and stop riding the stress of cold calls, bad leads, and inconsistent sales. Help more families, write more policies, and build predictable monthly income without cold calling, tech overload, or burnout.
No pressure | No Cold Calling | Just Clarity on what is stopping your from $10k a Week
Which Stage are you currently?
Bronze — New Agent
You're New Insurance Agents
Build SEO Website
Build Leads Funnels
Build FREE Leads
Build FREE Reviews
Build FREE Referrals
Build up to 10k Per Month
Closing Rate over 30%
Silver — Producer
You're making 10k Per Month
Learn Paid Ads
30+ Appointments Per Week
Write 400 Policies a year
Asset Protection
Tax Strategies
Chargeback Protection
Retirement Investing
Gold — Agency Owner
build your agency
recruiting
onboarding
sales training
comps & bonuses
Team Organic & Paid Ads
build 10 Bronze Producers
Build 2 Silver Producers
Invest into Expansion
Platinum — Enterprise
Build, scale, and position for exit
Build 100 Bronze Producers
Build 20 Silver Producers
build 5 Gold Producers
Real Estate Investing
C-Suite Management
SOP's & Playbooks
Leverage Sales
Don't worry, we can help!
What Our Investors Are Saying
Picking The Correct Package
If you are just beginning your first day, starting your first agency, or ready to exit we have the next steps for you.
🚀 Our Tiered Growth System: Bronze, Silver, Gold, Platinum
Bronze – From 0 to $10K/Month Using Organic Automation
New to the industry? The Bronze Package is built just for you. We'll help you set up your GHL CRM, automate your comment replies, and organize your social media content using our plug-and-play scheduler. All of this runs in the background while you focus on training and closing. Once you're consistently closing 34% of qualified leads, you're ready for the next step.
Silver – Scale to $50K With Paid Ads and Team Systems
Once you’re closing consistently, it’s time to scale. The Silver Package focuses on calendar domination—running daily ad campaigns, converting every lead automatically, and using our sales systems to get you to $50K/month or more. You'll also start building business credit under your EIN, preparing for long-term tax efficiency.
Gold – Build a Scalable Agency With Holding Companies & Trusts
When your agency earns $50K+ monthly, we shift your strategy to long-term wealth. We’ll help you create a Holding Company, an S-Corp structure for write-offs, and Trusts for legacy planning. You’ll use advanced asset protection, tax strategies, and key-man insurance to build something that lasts—and teaches your team to do the same.
Platinum - Estate Planning & Generational Wealth
Invest your earnings correctly to keep growing tax advantaged. Create true generational wealth with a diverse portfolio of cash flowing assets.
Agent after agent earning
$50k Monthly Premiums
After working with Travis and his team, I got appointments everyday and stopped counting leads. In just 30 days I began making over $50k in premiums each month
In my first week, our leads were booking appointments, showing up ready, and getting policies. My team and I did over $50k a month using this system.
I made more money using this system than anything else that we've tried. My team was on track to break $600k a year using this
TESTIMONIALS
Real Results From
Insurance Agents We’ve Helped
"Loved everything so far"
"My life changed forever"
"Highly recommend this"
Travis is an upper echelon professional. Highly recommend anyone to work their team
Why Chattanooga Agents Choose Us
Localized Support Across Hamilton County & Beyond
We’re not a faceless online service—we’re based right here in Chattanooga and understand what local agents need. From East Ridge to Red Bank, our systems are tuned for Tennessee markets and final expense opportunities. If you’re a licensed agent in the Tri-State area, this is your new secret weapon.
Used by Family First Life agents, Credit Suite & GHL Experts
We operate under Family First Life (licensed in all 50 states) and have affiliate partnerships with Credit Suite and GoHighLevel. That means you get access to elite platforms and insider coaching. When you use our Formula 100 systems, you’re not starting from scratch—you’re deploying what works.
STILL NOT CONVINCED?
You Get A Free Demo of Our Lead Generation System
Discover the Tools Used by Top Agents in Tennessee
We’ll walk you through how our AI lead workflows, GHL CRM setup, and Facebook ad integrations work—live and in real time.
If You Don't Get Results, You Don't Pay: Its That Simple
TRY IT RISK FREE
100% Money Back Guarantee
If you use our system for 12 months, show up and do the work and did not get results. Then we will refund you.
Special 12 month conditions apply, this is not for everyone.
Visit Us or Work With Our
Chattanooga-Based Team
Wealth Financial Investing Group is proud to serve agents locally in Chattanooga and across Hamilton County. If you're in East Ridge, Red Bank, Hixson, or the greater Tennessee Valley—you're just a click away from better systems and more income.
STILL NOT SURE?
Frequently Asked Questions
Common Asked Questions
Who Is This System Designed For?
It’s built for life and health insurance agents, whether you’re brand new, returning to the field, or trying to scale to a full agency. If you're in Chattanooga or licensed anywhere in Tennessee, it's built for you.
How Soon Can I Start Seeing Results?
Some agents see results within the first week of setup. Others take 2–4 weeks to build momentum. Either way, you'll be ahead of the game with automation, ads, and lead systems running for you.
What Tools or Platforms Will I Need to Use?
We use GoHighLevel (CRM), Facebook & Instagram Ads, Google & YouTube Ads, Credit Suite (for business credit), and EBOOV (for video funnels). We’ll set it all up for you—no tech headaches required.
Can I keep my own leads?
Yes, you can keep those leads if they are working. Our systems will only make it easier and better to get appointments, reviews, and organic posts content.
Do I have to use your CRM?
Yes — and that’s on purpose.
Your system is already built, tested, and proven.
You don’t start from scratch.
It gets customized to your business name, numbers, and goals.
This saves you years of trial and error.
Is this hard to learn? I’m not very technical.
You’re guided step by step.
You get live help, training, and replays.
You’re never left to figure it out alone.
Most agents say it feels simpler than what they were doing before.
Is this just about leads and ads?
No.
Leads are only one part of the picture.
This covers:
Systems
Sales
Protection
Taxes
Team growth
Long-term wealth
It’s about your whole career, not a quick win.
What kind of support do I get?
You’re not alone.
You get:
Live support
Training sessions
Saved courses and replays
A growth community of other agents
You can ask questions and get help when you need it.
What if I don’t want to build a big team?
That’s fine.
This works for solo agents
and for people who want to scale later.
You’re never forced to recruit.
Is this expensive?
What matters more than cost is leakage.
Most agents lose money through:
Bad leads
Bad systems
Bad structure
Bad tax planning
Fixing that usually costs less than staying stuck.
Our goal is 300% on Ads Budget and 1000% increase in annual premiums
It's expensive not to be using this system
Is there a contract or long-term commitment?
You’ll know exactly what you’re stepping into
before anything moves forward.
Nothing is hidden.
No surprises.
Our strategy is to build you a 1 year to 30 year complete system, so you never have to go anywhere else. We've solved everything for you inside our systems
What if this isn’t a fit for me?
Then you don’t move forward.
The goal is clarity, not pressure.
That’s why the first step is simply seeing if this makes sense for you.
In fact, we would prefer to tell you this will not work for you and find something else.
What’s the first step if I’m interested?
You start with a conversation.
You talk through:
Where you are now
What’s working
What’s broken
What’s missing
From there, you’ll know your next move.
Wealth Financial Investing Group proudly serves life and health insurance agents
In Chattanooga, East Ridge, Red Bank, Hixson, and the entire Hamilton County area. Whether you're just starting your agency or scaling past $50K/month, our team in Chattanooga is here to support your journey with AI systems, ad strategies, and business credit building.
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