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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsBuild agencies with other owners
Your group comes with your Platinum package. You pay no extra fee.
For owners who build and plan an exit. 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.
This group is for life insurance agency owners. It comes with the Formula 100 Platinum package. Wealth Financial Investing Group runs it in Chattanooga, TN. You meet other owners on live calls. You learn to lead, grow and plan your exit.
Updated October 22, 2026 · Checked by Travis Pace, founder
A room of agency owners
Each owner here leads a team. So the talk stays at your level.
Live calls just for owners
Join live calls with top tier owners. Talk systems, teams and growth.
A feed for questions and wins
Swap notes with owners. Talk new agencies, growth and your exit plan.
A class just for your tier
Learn systems, how to lead, growth and exit plans. It all fits the owner stage.
Your week, well spent
Short habits save your time. Your agencies keep moving.
Take one lesson
Pick one topic. Learn systems, how to lead, growth or your exit.
Bring a choice to the feed
Post a real owner choice. Hear how your peers think it through.
Join the live call
Work through hard owner calls. Only top tier owners are there.
Plan with your advisors
Take what you learn to your CPA. Talk to your lawyer too. Do this before any exit or setup choice.
Made for agency owners
This is for me if
- You own an agency with Gold leaders. Or you are close.
- You want more agencies under your own brand
- You plan your exit with licensed advisors
- You are on the Platinum package, or set to join
Not a fit if
- You still build your first team. See the Gold group.
- You want legal or tax advice from a group
Questions about Platinum
Do I pay for this group on its own?
No. It comes with the Platinum package. There is no extra fee.
Can I see lessons from other tiers?
No. Your class shows your tier's lessons. That keeps you on your stage. You unlock a new class when you move up.
Is there a second contract for the group?
No. The group comes with your package. You see the full terms before you pay.
How do I find out the price?
Book a short call. You hear the price on the call. First you make sure the stage fits you.
Is the exit content legal or tax advice?
No. It is education. Make exit and tax choices with your CPA. Ask your lawyer about your setup.
Who is Wealth Financial Investing Group?
Wealth Financial Investing Group started in 2021. We are in Chattanooga, TN. We help life and health agents in the US. We give you software, marketing, ads and consulting. It all runs through Formula 100 Premium Systems.
Plan your exit with peers
Your group comes with Platinum. Start on the Platinum page. Or book a short call 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.