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Get your setup, credit lessons and CRM in one order. You don't piece it all alone.
Protect, fund, run. Three steps, in the right order. This is education. 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.
Some credit tools we teach come from partners. We may get paid when you use them. It costs you nothing more. Each lender decides if you get credit and how much. This is to teach, not money or legal advice.
The Business Foundation Accelerator™ is for 1099 life insurance agents. Wealth Financial Investing Group in Chattanooga, TN runs it. WealthShield™ sets up a holding company and S-Corp or LLC. FundReady™ credit lessons and the Formula 100 CRM come too. Pay once; your CPA and lawyer confirm each choice.
Updated October 22, 2026 · Checked by Travis Pace, founder
From side hustle to real business.
You are not just an agent. You run a 1099 shop. It needs a strong base.
Your SSN is on all you do.
An entity with its own EIN does the work.
Lenders and vendors see you, not a company.
A credit file for your firm. Built in order, on your EIN.
Chargebacks come out of your own pocket. There is no cushion.
Work and home money kept apart. So you can plan for the hits.
Your clients live in your phone and three apps.
One Formula 100 CRM. It holds leads, texts and booking.
You bought one piece. You never knew what came next.
A set order. Protect first, then fund, then run.
Paying for three plans one by one is a lot.
One bundle, one checkout, one team to ask.
Protect, fund, then run.
Each step needs the one before it. So the order counts.
01 WealthShield™
A holding company plus S-Corp or LLC setup. We file your EIN for you.
02 FundReady™
Credit lessons tied to your EIN. Get 12 months of help from an advisor.
03 Formula 100 CRM
Track leads, send fast texts and book calls. Keep each client close.
Is this bundle built for you?
This is for me if
- You are a licensed 1099 agent with no entity yet
- You want setup, credit and CRM done at once
- You plan to grow or add to your team
- You would rather follow one order than guess
Not a fit if
- You have an entity, credit and a CRM now
- You want legal or tax advice with no CPA
- You want a promised funding amount
Your base in three steps.
One checkout, then a set order. You always know what comes next.
Start your bundle
Check out once. Get your start steps for all three parts.
Protect, then fund
Setup comes first. Credit lessons start once your EIN is ready.
Run it in your CRM
Your Formula 100 CRM tracks clients, texts and calls. It is all in one place.
Start your foundation bundle.
Clear terms before you pay. One payment. No monthly bill.
Business Foundation Accelerator™ Bundle
- Everything in WealthShield™
- Everything in FundReady™
- Formula 100 CRM included
- Setup, credit and CRM in one order
Safe checkout by SamCart. Lenders set credit approvals and limits. We never promise them. Find the Refund Policy link at the page foot.
Bundle questions agents ask us
Do I need an existing business to start?
No. WealthShield™ sets up the holding company. It sets up the S-Corp or LLC too. We file your EIN. So you can start from zero.
Which state should I form my entities in?
It depends on where you live and work. Wyoming, Nevada and Delaware are common picks. A form out of state can add fees at home. It can add filings too. So check with your CPA or lawyer.
How long does business credit take to build?
It depends on the lender and your file. FundReady™ gives you 12 months of help from an advisor. Lenders set approvals and limits. We never promise them.
Why buy the bundle and not each piece?
The steps lean on each other. The bundle keeps them in order. You get one checkout and one team. Have a step in place? Then buy just what you lack.
Does this replace a CPA or attorney?
No. This is education and setup help. It is not legal or tax advice. Check entity, tax and contract choices with your CPA. Ask your lawyer too.
Ready to build your base?
Not sure the bundle fits? A 15-minute intro call shows which step comes first.
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.
Some credit tools we teach come from partners. We may get paid when you use them. It costs you nothing more. Each lender decides if you get credit and how much. This is to teach, not money or legal advice.
Business Foundation Accelerator™ Bundle
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Travis Pace
Owner & CEO
(423) 501-2007
Lisa Doe
Account Manager, Ados
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Joesph Doe
Manager
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