GHL for life & health agents

GoHighLevel, already built for agents.

You get the same plans anyone can buy. Plus our F100 snapshot is in it. You never start from a blank account.

You run these plans yourself. Prices may change. We confirm your plan before you pay.

The short answer

F100 GHL is GoHighLevel, set up for life insurance agents. It is one CRM and marketing tool. Wealth Financial Investing Group in Chattanooga, TN adds our snapshot. You get sales steps, booking pages, follow-up and funnels. Pick Standard ($97), Professional ($297) or Premium ($497) a month.

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

The F100 snapshot

What's loaded in on day one

You don't build it all or write texts from scratch. The basics are in your account.

  1. 01
    Sales steps for each leadTrack each lead from new to quoted, sent and issued.
  2. 02
    Booking page and remindersLeads book a time. They get a text to confirm and a nudge.
  3. 03
    Lead follow-up textsTexts and emails go out when a new lead lands.
  4. 04
    Funnel and page templatesPages you edit with your name, photo and offer.
  5. 05
    AI reply templatesStarting points for auto replies. You check them. Then you turn them on.
  6. 06
    Formula 100 Community accessPeers and how-to clips help while you set up.

Is F100 GHL right for you?

This is for me if

  • You are a licensed agent who wants a real CRM. No more sticky notes.
  • You are fine to set up your own account
  • You want sales steps built, not built from zero
  • You lead agents and want accounts for your team

Not a fit if

  • You want the WFIG team to run your account. See Bronze.
  • You are not licensed yet
  • You think software alone will bring you clients

One login runs your agency

Each plan is plain GHL software. The snapshot makes it ready for your work.

CRM and contacts

Every lead, note, call and text in one place.

Sales steps you can see

See where each client sits. Track them from first call to policy.

Booking page

Clients pick a time. Reminders go out on their own.

Text and email follow-up

It replies while you are with another client.

Funnels and pages

Pages and forms that feed your pipeline.

The F100 group

Agents at your stage share what they set up.

From signup to set up

1

Pick your plan

Standard, Professional or Premium. Not sure? We help you choose on a short call.

2

Get your snapshot

Your new account opens. The F100 snapshot is in it.

3

Make it yours

Add your logo, calendar and phone number. Then turn on your follow-up.

Pick the plan that fits you

Each plan has the same snapshot. You pay for team size and tools.

F100 GHL Standard

$97
per month
  • For a solo agent
  • F100 snapshot and group
Start Standard →
For team builders

F100 GHL Professional

$297
per month
  • No cap on agent accounts
  • More team snapshots
Start Professional →

F100 GHL Premium

$497
per month
  • SaaS mode for owners
  • More AI templates
Start Premium →

You can also pay by the year. Ask about it on your intro call. Wealth Financial Investing Group bills you through Stripe.

Compare your GHL plans

Tools match each HighLevel plan. We check them with you first.

What you getStandard · $97/moProfessional · $297/moPremium · $497/mo
F100 snapshot✓✓✓
CRM, sales steps and booking page✓✓✓
Texts and emails that follow up✓✓✓
Funnel and page templates✓✓✓
The F100 group✓✓✓
Accounts for your agentsSomeNo capNo cap
More team snapshots—✓✓
SaaS mode (accounts under your brand)——✓
More AI templates——✓
Want us to help?

Rather have it built for you?

With the Bronze package, the WFIG team runs your sub-account. You focus on your clients.

GHL questions agents ask first

What CRM should a life and health agent use?

Use one that tracks each lead to a sale. It should follow up for you. GHL does that in one login. F100 GHL comes with sales steps and texts set up.

Is F100 GHL not just GHL?

The software is the same one anyone can buy. The change is the F100 snapshot in your account. You also get the F100 group.

Do I need GHL already?

No. You start a new account on the plan you choose. It opens with the F100 snapshot. Do you have GHL now? Ask about it on a call.

Can a CRM track carriers, policies and pay?

Yes. Custom fields can hold carrier, product, premium and status. It is a CRM, not a pay system. You still match your pay with your carriers.

Which plan should I pick?

Standard fits a solo agent. Professional adds as many agent accounts as you need. Premium adds SaaS mode for owners. Your agents get accounts with your brand.

Does Wealth Financial Investing Group run my account?

Not on these plans. You run F100 GHL yourself. Want the team to run your sub-account? The Bronze package does it with you.

Start with your agency already built

One short call to pick your plan. No pressure. Nothing is charged on the call.


Get GoHighLevel + Prebuilt Snapshots

& Free Formula 100 Community Access

Home > GHL


Get GoHighLevel through us and receive our fully prebuilt Formula 100 Premium Snapshots, plus free access to our Formula 100 Community. Skip the blank canvas and start building faster — while saving time and gaining powerful templates, workflows, and automations.

ABOUT US


Start GoHighLevel the Smart Way — With Proven Snapshots & Community Support


When you buy GoHighLevel through our affiliate link, you get our premium Formula 100 Snapshots included → saving you weeks of setup time. You also unlock free access to the Formula 100 Community → with on-demand training, peer Q&A, and live coaching calls.

→ Pay the same GHL price — get more value.

What You’ll Learn & Build
Hit the Ground Running With Proven GHL Templates & Community


Why start from scratch when you can launch with our optimized systems?


✅ Plug & Play Snapshots

Funnels, workflows, automations ready to deploy.


✅ Formula 100 Community Access

Join our free community for training, Q&A, and live streams.


✅ No Extra Cost

Pay standard GHL pricing → get our bonuses included.


✅ Start Building Faster

Avoid weeks of trial and error → launch in hours, not weeks.

Our Snapshots have been tested and proven to book 25% New Appointments

How It Helps You Succeed


🚀 Faster Time to Launch


Deploy prebuilt Funnels, CRM, automations instantly.



🤝 Community Access


Free access to Formula 100 Community for ongoing learning.



🛠️ Proven Workflows


Automations built by life insurance experts.



💰 No Extra Cost


Same pricing as buying direct — more value included.



Common Agent Mistakes

Avoid These Common GHL Setup Mistakes


❌ Buying GHL direct with no community or support


❌ Wasting weeks building systems from scratch


❌ Missing key insurance-specific workflows & funnels

❌ Not having a network of experts to learn from

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


🧑‍💼 New Agents

Want to launch with a prebuilt CRM & funnels.

Emma Johnson


🏢 Growing Agencies

Want proven team onboarding & lead management automations.

Ava Thompson


📈 Independent Agents

Prefer DIY setup — but want a head start with Snapshots.

Liam Carter


🏦 Cost-Conscious Builders

Want maximum value without extra team support fees.

Noah Mitchell


🤝 Community Learners

Want access to a peer group and live learning — included free.

ATTENTION: life & health agents

Tools & Templates Included

What’s Included When You Buy GHL Through Us:

  • Formula 100 Premium Snapshots (funnels, workflows, automations)

  • Free access to Formula 100 Community → training + Q&A + live streams

  • Same GHL Pricing:

  • → $97/mo Standard

  • → $297/mo Pro (includes AI training Snapshots)

  • → $497/mo Premium (includes Premium Snapshot pack)

  • 14 Day Free Trial → Start risk-free

  • Ongoing access to updated Snapshots as new tools are released

STILL NOT SURE?

Common Use Cases

We understand Insurance Agents need an Insurance GHL Account to succeed. Use Ours for the same price.

Q: How do I get your Snapshots?

A: Purchase GHL through our affiliate link → we’ll onboard you & share the Snapshots.

Q: Does this cost extra?

A: No — you pay GHL pricing → Snapshots + Community access are included free.

Q: What’s in the Formula 100 Community?

A: Recorded trainings, Q&A with peers, live streams, and exclusive template drops.

Q: What’s the difference in Snapshots by plan?

A: $97 → Standard Snapshot. $297 → adds AI training workflows. $497 → adds advanced premium pack.

Q: Is this for agents or agencies?

A: Both — individual agents and agency owners can benefit from the prebuilt Snapshots and community.

Fill Out The Form To Get Started

The partners and platforms behind your system

GoHighLevel, Family First Life, Anderson Advisors, Credit Suite, Hyros, Zapier, UgenticIQ, Acquisition.com, Meta, Google, LinkedIn, TikTok, EBOOV, Laurel Portie, Neil Patel, WAVV, SamCart, Stripe

GoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMetaGoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMeta
GoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripeGoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripe
Ready for your next step?

One short call. One clear next step. No pressure.

Book My Intro Call →

We help life insurance agents and agency owners get more calls, keep more money and build a team. Based in Chattanooga, TN, since 2021.

Visit & contact

Wealth Financial Investing Group
Tallan Financial Center
200 MLK Blvd, Suite 1062
Chattanooga, TN 37402
Sun–Thu 9 AM–9 PM
Fri 9 AM–12 PM · Sat closed

Wealth Financial Investing Group, LLC gives marketing, CRM, coaching and teaching to licensed insurance agents. We are not a law firm, a CPA firm or an investment adviser. Nothing here is legal, tax or money advice. Only licensed agents sell insurance. The insurance company backs each policy. Policy loans and withdrawals lower cash value and death benefit. They may also change your taxes. Goals on this site are not promises. Results are not the same for everyone.