About Us
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At Wealth Financial Investing Group, in Chattanooga, Tennessee, we’re more than a marketing agency—we're your long-term partner in business growth.
We help life and health insurance agents transform their careers with data-backed automation, AI-powered lead generation, and smart business credit strategies.
As a licensed Family First Life agency and Credit Suite affiliate, we blend financial insight with modern digital tools like GoHighLevel, EBOOV video automation, and proven Ad campaigns to help you go from startup to $50K/month and beyond.
Whether you’re an independent agent or running a growing team, our systems are designed to make your pipeline full, your schedule packed, and your legacy protected.
Let’s build a scalable, automated agency—right here in Chattanooga and beyond.
GoHighLevel Optimisation
AI Leads Workflows & CRM
That Book for You
We’re an official GoHighLevel agency, bringing smart automations to life for life insurance agents. Our systems reply to leads instantly, follow up via text and voicemail, and sync to your calendar—all while you focus on closing. Your business runs even when you're offline.
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Credit Suite Affiliate Partner
Build Business Credit—Separate from Your SSN
We help agents establish strong business credit profiles using EINs. Through our Credit Suite partnership, you’ll access funding, vendor credit, and long-term financing to grow your agency without relying on personal credit.
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Family First Life
Contracted Agency
Licensed in All 50 States—Backed by FFL
As a Family First Life agency, we’re fully licensed nationwide. Whether you sell Final Expense, Term, IULs, or Annuities, we provide the tools, training, and support you need to grow. Our Platinum System helps agents scale from beginner to builder.
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We Specialize in Smart Development for Insurance Agents
Our Formula 100 Premium Systems combine automation, paid ads, and business credit strategies to help agents go from $0 to $50K+ a month. Whether you're starting out or ready to scale, we provide the smart tools and team support to build a truly profitable agency.
Why People Choose Us
986
Satisfied Customers
2036
Successful Projects
24%
Average Conversion
100%
Guaranteed Results
Our Mission:
Empower Insurance Agents to Build, Scale & Prosper
We believe every agent deserves the tools, systems, and support to grow beyond survival mode—and into scalable, sustainable success.
At Wealth Financial Investing Group, our mission is to transform the career path of life and health insurance agents. We guide producers from their first $5K to their first $50K+ month with proven systems, automation, and financial education. Whether you're in Chattanooga or licensed in all 50 states, we’re here to help you stop chasing leads—and start leading your business.
Automate & Simplify
Fund & Scale
Protect & Legacy Build
Our Standards
Simplicity Wins
We believe simple systems scale faster. Our tools are easy to use, agent-friendly, and designed for clarity—not complexity.
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Speed is Power
We move fast—because opportunities don’t wait. Whether launching your funnel, ads, or team, we execute quickly without sacrificing quality.
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Automation is Freedom
We automate follow-ups, bookings, and reviews—so you can focus on closing, not chasing.
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Clarity Over Confusion
From your ad budget to your CRM dashboard, everything we do is transparent, trackable, and built to give you confidence.
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Strategy Before Software
Tech is only as good as the thinking behind it. We design every workflow with your business model and closing ratios in mind.
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Legacy is the Goal
We help you build trust structures, S-Corps, and holding companies—not just sales—to protect your legacy and your family’s future.
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