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
✅ The Power of Real Business Credit
Increased Ad: Spend Run more ads without touching your personal cash
Credit Card Access: Qualify for major business cards with $10K+ limits
Everything You need to protect against CHARGE BACKS !!!
How It Helps You Succeed
Asset Protection
Lawsuits or chargebacks can't touch your personal wealth
Tax Efficiency
Maximize deductions, minimize taxable income
Credit & Capital Access
Leverage EIN to access business funding
Exit & Legacy Planning
Structure your business for sale or inheritance
Common Agent Mistakes
We Help You Avoid
Applying for credit using your SSN
Mixing business and personal finances
Not setting up a business phone/email/address properly
Skipping the vendor tiers and getting denied by banks
We simplify the credit building process so you can grow with confidence.
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
Tools & Templates Included
Step-by-step business registration blueprint
Holding Co & S-Corp organizational chart
Sample EIN credit vendor list
Entity flow diagrams
Accountant and legal referral list
STILL NOT SURE?
Common Use Cases
We understand lorem ipsum dolor sit amet, consectetur adipisicing elit.
You want to run ads but don’t have extra cash
We help you get vendor credit and business cards to cover ad expenses
You’ve mixed personal and business spending
We guide you in separating finances and reporting correctly
You want higher funding but keep getting declined
We walk you through building your score using proper tiered vendors
You’re building a long-term company with trust plans
We show you how to align business credit across entities and the Trust
Fill Out The Form To Get Started
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