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Most agents build their insurance business on personal savings and credit—and then hit a wall.
At Wealth Financial Investing Group, we teach agents how to build true business credit tied to their EIN, not their SSN.
This means more funding, better vendor relationships, and real financial leverage without putting your personal assets on the line.
Our business credit strategies are designed to support the growth of your agency and align with smart tax and entity structures.
ABOUT US
Four Scalable Packages Designed to Help Life Insurance Agents Dominate Every Stage of Their Business
Whether you're just starting or scaling into a white-label agency, our Formula 100 Premium Systems offer a strategic roadmap for career success and financial freedom.
What You’ll Learn & Build
Our training is powered by our Credit Suite affiliate program and includes everything you need to launch a solid credit foundation:
✅ Free Leads Setup $0 - $10k
How to generate leads for free or with paid ads
✅ $50k to $1M Strategy
Master AI workflows, sales closing, and trust-building
✅ Charge-Back Protection Strategy
Set up your agency legally and profitably
✅ The Power of Generational Wealth
Build generational wealth and exit-ready businesses
Each Formula 100 System is built to help you reach your next income milestone — faster and with more confidence.
How It Helps You Succeed
🖥️ Automation
First
Automate lead flow, booking, and follow-up with our GHL-powered systems.
📈 Scale
Profitably
Implement scalable ad strategies and financial structures for sustainable growth.
🏦 Protect &
Build Wealth
Leverage advanced business structuring and Infinite Banking to secure your future.
🧑🤝🧑 Team
Expansion
Grow and duplicate your agency with proven recruiting funnels and white-label assets.
Common Agent Mistakes
We Help You Avoid
Wasting money on low-converting leads
Missing out on business credit opportunities for leads & Chargebacks
Loosing 30% of sales after buyingn leads, Getting taxed unnecessarily due to bad structure
Failing to recruit and retain agents effectively, Spending time not selling to onboard
Our packages are designed to help you skip years of trial and error — and start scaling the right way from day one.
Who This
Service is For
This strategy is for successful insurance agents and agency owners looking to protect and scale safely
Sofia Young
Agents just starting out and need an affordable or Free Lead Strategy until they make $10k
Emma Johnson
Agents that can make $10k or better per week and have a 25% closing rate breaking the 6 Figures mark
Ava Thompson
Agents making $50k a month and need business and tax strategies to scale better for 7 Figures
Liam Carter
Agents who need to use Business Lines of credit to protect against chargebacks, buy leads, and set up their 8 Figures retirement plans.
Noah Mitchell
Agencies who are ready to White Lable the entire process and scale to 9 Figures
ATTENTION: life & health agents
Tools & Templates Included
Bronze Package for just starting out
Silver Package for agents earning $10k a week
Gold Package for agents earning $50k a month
Platinum for agency owners earning $1M a year
Bonus Communities: for each package
🥉 BRONZE — $197
For New Agents: Build Your Base
✅ Free & Organic Lead Gen via Social Media
✅ AI Automations (GHL Comment Reply, Review Reposts)
✅ Sales Scripts & 25%+ Closing Strategy
✅ Social Media Planner & Organic DM Sequences
✅ CRM Setup for Client Follow-up
Goal:
Hit $10K/mo in revenue using free strategies and training.
🥈 SILVER — $997
For Agents Earning $10K/mo: Paid Lead Domination
✅ Paid Ads Strategy (FB, IG, YT Short Ads via $7 method)
✅ AI Auto-Booking Workflows (GHL + Calendar Sync)
✅ Sales Funnel & Nurture Sequences
✅ GMB & Maps Optimization
✅ Scaling to $50K+/mo with full calendar automation
Goal:
3x–10x your results with paid lead conversion.
🥇 GOLD — $2,997
For Earners $100K+/yr: Wealth Structuring Begins
✅ Business Structure: Holding Co (Anonymous), S-Corp
✅ Business Credit Building (2 EINs)
✅ Advanced Deductions, CPA Strategy, Real Estate
✅ Key Man Insurance, Whole Life, Infinite Banking
✅ Trust & Estate Planning Setup
✅ Downline Team Building Blueprint
Goal:
Set up a tax-free business empire with scalable structure and wealth protection.
💎 PLATINUM — $4,997
Agency Builders: White Label to Legacy
✅ Convert Your S-Corp to a C-Corp
✅ Full White-Label Platform Setup
✅ Recruiting Funnels & Team Onboarding
✅ Corporate Credit + Franchise-Ready Branding
✅ Multi-state Expansion & Licensing Tools
Goal:
Build a white-labeled, fully automated agency you can duplicate or sell.
STILL NOT SURE?
Common Use Cases
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Q: How do I know which package is right for me?
A: Our team will match you to the package that fits your current income and goals. New agents typically start with Bronze, and scale up.
Q: Do I need to be tech-savvy to implement this?
A: No! Our systems are designed for ease of use, and we provide templates + training to get you started fast.
Q: Will this help with business credit and tax strategies?
A: Yes. Gold and Platinum packages include full business structuring and credit-building support.
Q: How fast can I expect results?
A: Many clients begin seeing results within 72 Hours, measurable growth in 30-90 days with consistent effort.
Q: What kind of agency can I build with Platinum?
A: Our Platinum clients typically build a C-Corp agency, fully white-labeled with automation and a scalable recruiting model.
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