How do I join Bronze Community?

Purchase the Bronze Package — you’ll receive an invite link to the community.

Can I remain in Bronze if I grow?

Yes, but upon consistently closing 25%+ and earning $10K+/month, progression to the Silver Community is recommended.

Do I need technical skills to set up the CRM?

No, we provide easy plug-and-play workflows and training.

How often are coaching calls?

Weekly sessions with replays available in the community.

Can I ask questions and get support?

Absolutely, both live and within peer community threads.

Bronze mastermind · comes with Bronze

Win your first clients with peers.

No extra fee. Your Bronze mastermind and classroom come with your Bronze package.

Start My Bronze Package →Book My Intro Call →

For agents building trust and their first clients.

The short answer

The Bronze mastermind is a Formula 100 group. It is for agents building trust and their first clients. It comes with the Bronze Done With You package. It is from Wealth Financial Investing Group in Chattanooga, TN. You join live calls with Bronze members only. You learn free leads, AI CRM steps and closing. You learn post planning too. It all lives in a Bronze classroom.

Updated October 22, 2026 · Checked by Travis Pace, founder

What you get

Peers who get your stage

Each person here is building trust and first clients too. So the help fits your week.

Bronze live calls

Live mastermind calls with Bronze members only. All of you work on the same first goals.

A feed for questions and wins

Post where you are stuck. Share wins with agents at your stage.

A Bronze classroom

Free leads, AI CRM steps, post planning and closing skills. Nothing you are not ready for.

A normal week

A Bronze week, step by step

One lesson, one question, one live call, one new friend. Small steps add up.

01
Learn one Bronze lessonFree leads, CRM steps, post planning or closing. Pick what fits your week.
02
Post in the feedA question you are stuck on. Or a win to share with your Bronze peers.
03
Join the live mastermind callWork through real cases with agents who are just starting.
04
Use it and connectPut the lesson to work. Meet peers who use the same products and plans.

Made for agents just getting started

This is for me if

You are licensed and building trust and first clients
Your leads live in texts and notes. You want one system
You would rather learn with agents at your stage
You are on the Bronze package, or ready to join

Not a fit if

You already run your own ads (see the Silver group)
No package yet? (see the free group)

Questions about Bronze

Is the Bronze group sold on its own?

No. It comes with the Bronze Done With You package. There is no extra group fee.

Can Bronze members see other tiers' lessons?

No. The Bronze classroom shows Bronze lessons only. You stay on your stage. Move up to open the next classroom.

Is there a second contract for the group?

No. The group comes with your Bronze package. You see the full package terms before you pay.

What happens when I move up to Silver?

Move up a tier. The Silver mastermind and Silver classroom open. Your peers and lessons move with you.

Who is Wealth Financial Investing Group?

We are Wealth Financial Investing Group. We started in 2021 in Chattanooga, TN. We serve life and health insurance agents in the US. We give them B2B SaaS, marketing, ads and consulting. It all comes through Formula 100 Premium Systems.

Start Bronze with your peers

Your mastermind comes with the package. Start Bronze. Or book a short intro call to ask first.

Start My Bronze Package →Book My Intro Call →