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Learn how to keep your home safe from business risk. We help with the setup. Your lawyer has the final word.
This is education and setup help. It is not legal advice. Talk to your CPA or lawyer.
This is to teach, not tax, legal or money advice. Talk to your CPA, lawyer or licensed agent first. The insurance company backs the policy. A policy loan costs interest. It also lowers your cash value and death benefit.
WealthShield™ is from Wealth Financial Investing Group in Chattanooga, TN. It shows 1099 life insurance agents how to guard assets. We help set up your LLC or S-Corp. You learn how a holding company can own your business. Then you go over it with your lawyer or CPA.
Updated October 22, 2026 · Checked by Travis Pace, founder
Your business risk, off your house.
More sales can mean more risk. A good setup is how agencies plan for it.
It all runs under your name and SSN.
A business with its own EIN can hold the work. Learn how.
You formed an LLC online. You don't know what's next.
You get a holding company plus S-Corp or LLC setup. You learn how they fit.
Business and home money share one bank account.
Clear rules for split accounts and books. No mixing.
You're adding team members. You don't know who owns what.
You map who owns what before you hire. Roles stay clear.
A big chargeback month could hit your own savings.
Learn which debts a business can hold. Learn which stay yours by contract.
You may sell or pass on your agency one day. You have no plan.
Your setup is where that future talk starts.
The setup under your agency.
Plain words you can take to your lawyer and CPA. You walk in with sharp questions.
Holding company concepts
How a holding LLC can own your businesses and assets. All in one setup.
S-Corp basics
How your business, payroll and owner pay fit.
Who owns what, kept clean
Keep each company apart. File on time each year. Keep clean books.
Credit by entity
How each business can build its own credit later.
Where E&O fits
What E&O covers that a business does not.
Agency contracts
Ask carriers and IMOs if they can pay your agency.
Is WealthShield™ for you?
This is for me if
- You just formed an LLC. You want to know what's next
- You worry about chargeback risk
- You plan to add team members
- Your business and home money are mixed
Not a fit if
- You want legal advice with no lawyer
- You want to hide assets from people you owe now
- You're not licensed or selling yet
Your base in three steps.
We do the paperwork step by step. A licensed pro checks the final calls.
Map where you are
On your intro call, share how you're set up. Share what you want to protect.
Set up your companies
We set up your holding company and S-Corp or LLC. We file your EIN for you.
Run it clean
Follow the checklist to keep things apart. Go over it with your CPA.
Start your WealthShield™ setup.
One checkout. On the next screen, pick one payment or the plan.
WealthShield™ Holding Company + S-Corp/LLC Setup
- Holding company plus S-Corp or LLC setup
- EIN filings done for you
- Lessons on keeping money and books apart
- Or pick the payment plan at checkout. Pay $997 today. Then pay $333 every 28 days, 12 times. That is $4,993 total. It ends after the last payment.
Secure checkout by SamCart. The Refund Policy is linked in the footer.
Protection questions agents ask us
Does a 1099 agent need an LLC or E&O?
They do different jobs. Many agents use both. E&O covers claims from work mistakes. An LLC can keep business debts off your own assets. It does not shield you from your own work mistakes. That is why E&O still matters.
Will an LLC protect me from chargebacks?
Not always. You sign many carrier contracts in your own name. IMO contracts too. So a debit balance can stay yours. That is true even with an LLC. Read your contracts. Ask your lawyer how they are written.
Can my agency business get my commissions?
Often, yes. Many carriers and IMOs pay commissions to an agency. It needs its own agency license. It must name a licensed agent in charge. Each carrier's rules differ. Check with your upline.
What is co-mingling? Why does it matter?
Co-mingling means mixing work and home money. It can weaken the wall your business builds. So keep split bank accounts, books and signed records.
Is this legal advice?
No. WealthShield™ is education and setup help. This is education. Talk to your CPA or lawyer. Check state and contract choices with them.
Ready to build your base?
A 15-minute intro call shows if WealthShield™ fits your stage.
This is to teach, not tax, legal or money advice. Talk to your CPA, lawyer or licensed agent first. The insurance company backs the policy. A policy loan costs interest. It also lowers your cash value and death benefit.