Fund Your Business Without Risking Personal Credit or lose your savings
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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
Why Business Credit is Step Seven in the Blueprint
Once your agency is generating steady income and structured legally with an S-Corp and Holding Co, it’s time to multiply your capacity using credit. Business credit lets you run ads, hire staff, and scale without draining your savings or maxing out your personal cards. It’s a key lever for scaling your insurance agency professionally.
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:
✅ EIN Credit Profile Setup
Register and build a credit profile independent of your SSN
Use a business address and phone number to boost credibility
✅ Integration With Holding Co & S-Corp
Set up credit under both structures for double funding power
Flow ad spend and expenses through business-only lines
✅ Tiered Vendor Account Strategy
Access Net 30 and revolving accounts at each of the 4 tiers
Build scores that qualify you for large business credit lines
✅Live Zoom Coaching:
Guaranteed Support: Exclusive support to our VIP
Weekly Help: Get weekly help in the community
Networking: Other Agents helping each other succeed.
Everything You need to protect against the Insurance Learning Curve !!!
How It Helps You Succeed
Stop Wasting Money
Learn to generate high-converting leads with low ad spend.
Book More Appointments
Turn every 4th lead into an instant booking using proven CRM flows.
Gain Expert Guidance
Get coaching, & courses. Our team answers your questions live.
Scale With Confidence
Once it works, repeat it weekly and scale smart.
Common Agent Mistakes
We Help You Avoid
Running ads without a clear funnel or call-to-action.
Using lead vendors with no system for converting.
Letting leads go cold without automated follow-up.
Spending big before testing what works.
Don’t Fall Into These Traps Like Most Agents Do
We help you fix what’s broken — and build what works.
Who This Service is For
This strategy is for successful insurance agents and agency owners looking to protect and scale safely
Sofia Young
Agents earning $10K+/month and scaling rapidly
Emma Johnson
Agency owners ready to protect their assets
Ava Thompson
Anyone enrolled in our Gold or Platinum Packages
Liam Carter
Agents interested in business credit or Trust planning
Noah Mitchell
Agents potentially getting Chargebacks and paying high taxes
ATTENTION: life & health agents
Here's What You Get for Just $7/Month:
🧠 Live coaching (2x per week)
🎯 $7 Ads playbook with swipe files
🛠️ CRM & GHL setup support
📞 Booking funnel + calendar script
💬 Private group chat & accountability
STILL NOT SURE?
Common Use Cases
“I ran ads but no one booked.”
“I got leads, but they ghosted me.”
“My CRM feels like a black box.”
“I’m stuck under $10K/month.”
How fast will I see results?
Most agents book their first call within 7 days.
Can I use my own CRM?
GHL is recommended, but we help integrate with others.
What if I need 1-on-1 help?
You can upgrade anytime to our $297/month VIP support.
Do I need to be tech-savvy?
Not at all. We walk you through it live.
Fill Out The Form To Get Started
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