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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsBuild trust and your first clients.
You are not behind. You are early. We build your CRM, follow-up and web presence with you.
$297 every 4 weeks · Comes with the Bronze mastermind and a Bronze classroom
Results are not the same for everyone. Your results depend on your work, your license and your market. Goals on this site are not promises. See our Earnings Disclaimer.
Bronze is the first Formula 100 stage. It is Done With You. It fits life and health insurance agents who are new. It also fits agents starting again. We are Wealth Financial Investing Group in Chattanooga, TN. We set up your CRM. You get GoHighLevel, AI replies, a pipeline and campaigns. You also get a social planner and review asks. You build your own website with Bronze Community help. Or pick the annual plan. Then WFIG starts your website for you.
Updated October 22, 2026 · Checked by Travis Pace, founder
Ten steps to first clients.
Each phase has one finish line. You always know what comes next.
You commit to one system
Stop jumping from tool to tool. Run your work on one system from day one.
- Mindset
You know who you serve
Pick one product and one group. Then each post speaks to the right family.
- Offer
- Audience
You start real talks daily
Reach out to contacts, friends and local groups each day. Scripts help you.
- Outreach
- Scripts
Your posts go out on time
Make your posts at one time. Your social planner keeps you seen while you work.
- Content
People find you and trust you
Your website, Google Business Profile and social pages match. Folks who search your name trust you more.
- Website
Views turn into contacts
Funnels and lead magnets catch names and numbers. They come from people who already watch you.
- Funnels
AI helps you make posts fast
AI tools and bulk templates help you make more posts. You don't burn out.
- AI posts
Every lead hears back fast
AI replies answer comments, DMs and texts right away. No lead goes cold.
- AI replies
Your reviews build trust
Review and video review asks go out after each client. Your Google page stays active.
- Reviews
You close with a plan
Scripts, pipeline stages and coaching help you. More booked calls turn into clients.
- Closing
Ready for Silver?
When your plan is steady, you add your own ads. You also protect what you earn.
See Silver →Built for agents like you.
Early is the point. Bronze is built for the start.
This is for me if
- You are new or starting your insurance work again
- You want a system before you spend on leads
- You will show up for coaching and do the work
- You want peers at your stage, not a crowd
Not a fit if
- You want a shortcut or a promise of sales
- You are not licensed and don't plan to be soon
- You want to buy leads before you can follow up
All you need, already connected.
One login, set up with you. No more tying tools together at midnight.
Your F100 CRM and pipeline
Every lead, call and booking lives in one place. You see each stage fast.
AI replies and campaigns
AI answers comments, DMs and texts. Campaigns follow up while you are on calls.
Social planner
Plan posts for all your platforms from one calendar.
Google Business and listings
Your Google Business Profile and local listings get set up. Local families can find you.
Reviews and video reviews
Each client gets a Google review or video ask. It runs on its own.
Websites, funnels, webinars
A website, funnels, webinar pages and a client community. All ready to use.
Bronze mastermind community
Learn next to agents at your exact stage. Get weekly Zoom coaching.
Bronze classroom
Your classroom shows Bronze lessons only. You focus on your phase now.
Three steps to your start.
You know just what happens after you sign up.
You start or book a call
Check out here. Or book a short intro call if you have questions.
We set up your system
The WFIG team builds your sub-account. Then we walk you through it on a call.
You work your phases
Follow your ten phases. You get weekly coaching and your Bronze peers.
Pick your Bronze plan.
Both plans come with your Bronze mastermind and Bronze classroom.
Bronze Package
- All ten Bronze phases
- F100 CRM, pipeline, AI replies and campaigns
- You build your own website (DIY) with Bronze Community help
- Social planner, Google Business and review asks
- Weekly coaching, mastermind and classroom
Bronze Annual, Website Started For Me
- All of the Bronze Package
- WFIG starts your website for you
- One charge a year, not 13
Safe checkout by SamCart. Plans billed every 4 weeks bill 13 times a year. Our Refund Policy link shows before you pay.
Next stage: your own ads.
Is your closing steady? Do your posts run on their own? Then Silver adds your own ads. It also guards what you earn.
Questions new agents ask
Do I need GoHighLevel know-how?
No. The WFIG team sets up your sub-account with you. Step-by-step lessons are in your Bronze classroom.
Should I buy leads first?
Most of the time, no. Bronze builds your follow-up, pipeline and web presence first. Then any lead you add later lands in a system.
What does every 4 weeks mean?
You pay every 28 days. That is 13 charges a year, not 12. The annual plan is one charge a year.
Is the community extra?
No. Your Bronze mastermind and Bronze classroom come with the package.
Will Bronze get me a set number of sales?
No. No system can promise sales or income. Bronze gives you the tools, plan and coaching. Your results depend on your effort, license and market.
How do I cancel?
Email [email protected] or call (423) 501-2007. Do it before your next charge. Refund terms are in the Refund Policy.
Start building your first clients.
Have questions first? A short intro call shows you where to start.