VIP 1-to-1 · one-hour calls

Fix one problem in one hour

No long course to sit through. You get a private Zoom with a Formula 100 coach. You fix one clear issue.

$297 every 4 weeks. You book your call after you pay.

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.

The short answer

VIP 1-to-1 gives you private one-hour Zoom calls. A Formula 100 coach helps life insurance agents. Coaches come from Wealth Financial Investing Group in Chattanooga, TN. Bring one issue, like an ad, CRM or script. For ongoing help, see VIP Platinum Business Growth Consulting.

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

How a call works

One hour, one clear fix

Each call stays on one issue. You leave with a step to take right away.

  1. 01
    You name your one issueBefore the call, pick the one problem you want fixed.
  2. 02
    You work it live on ZoomYou get one private hour with a Formula 100 coach. It is all about your issue.
  3. 03
    You leave with next stepsWhen the call ends, you know what to change. You know how to change it.

Made for one clear issue

This is for me if

  • You have one clear problem you want fixed
  • You want a private hour, not a group call
  • You are a licensed life or health agent or owner
  • You are at ease on Zoom

Not a fit if

  • You need help that keeps going. See VIP Platinum.
  • You want legal or tax advice
What you can bring

Good for small issues

Bring one of these, or something like it. We stay on it for the full hour.

A quick ad review

A coach checks one of your ads. We look at where it sends people too.

One CRM fix

We fix one follow-up, booking or pipeline step. Pick one that is not working.

A sales script drill

You practice a script live. You tighten what you say on calls.

A setup question

Ask about how your business is set up. We answer as education, not legal or tax advice.

Three steps to your call

1

Check out

Read the terms. Check the box. Start your plan through the safe SamCart checkout.

2

Book your hour

After you pay, book your private Zoom call.

3

Show up with one issue

Bring your one problem. Leave with clear next steps.

Start your 1-to-1 plan

Want to know how many calls fit your plan? Ask on a short intro call before you buy.

VIP 1-to-1 (one-hour calls)

$297
every 4 weeks
  • Private one-hour Zoom calls
  • One clear issue per call
  • Booked after you pay
  • Billed 13 times a year
Book My 1-to-1 Session →

Safe checkout by SamCart. The 4-week plan bills 13 times a year. Find the Refund Policy link at the page foot.

Bigger goals

Need help that keeps going?

VIP Platinum Business Growth Consulting is our ongoing help. It fits big goals with many steps.

Questions about 1-to-1

How is VIP 1-to-1 not the same as VIP Platinum?

VIP 1-to-1 gives you one-hour calls for small issues. VIP Platinum Business Growth Consulting is our main, ongoing help.

How do the calls work?

Each call is a private one-hour Zoom. You book it after you pay. It stays on one issue.

How many calls come with each bill?

Ask on a short intro call before you buy. Then you know just what your plan gives you.

Can I cancel?

Yes. Email [email protected] before your next charge. Or call (423) 501-2007. Then your plan stops renewing.

Is a setup question legal or tax advice?

No. It is education only. Make legal and tax choices with your lawyer or CPA.

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.

Bring one issue, leave clear

Start your plan and book your hour. Not sure it fits? Take a short intro call first.

Get Personalized 1-on-1 Coaching

for Your Insurance Agency

Home > Communities

Our $297 VIP Coaching gives you 1 hour per week (or 4 hours/month) of direct, private help from a Formula 100 expert.

Whether you're stuck with Facebook ads, your GHL setup, sales conversions, or structuring your agency,

we help you solve the problem and implement the fix—live on Zoom.

🔔 Limited to only 15 active clients per month to ensure quality.

ABOUT US

We're the Coaches That Build Closers and CEOs


We built Formula 100 to turn frustrated agents into agency owners. Whether you're new or experienced, our system is built for those who are ready to work smarter. We’ve helped agents scale from $0 to $50K/month and build systems that create freedom, not burnout.

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:

✅Private Ad Review


We analyze and fix your campaign live.

✅ CRM Workflow Fix

Get hands-on help building or optimizing flows.

✅ Sales Script Coaching

Improve close rate with 1-on-1 script drills.

✅ Business Structure Advice

Fix tax, entity, or growth structure questions.

Everything You need to protect against YOUR BIGGEST FEARS !!!

Your exact business. Your exact issue. Fixed in real-time.

How It Helps You Succeed


Stop Guessing


Fix the one thing holding you back each week.


Get Expert Perspective


Bring your challenge and get a personalized strategy.


Improve Fast


4x faster results with focused, private support.


Build Real Momentum


Stack wins weekly until you hit your income goal.


Common Agent Mistakes

We Help You Avoid

  • Burning ad spend without fixing your funnel first.

  • Letting leads go cold due to poor CRM follow-up.

  • Hiring before fixing your closing rate.

  • Stalling at $10K/month with no scaling plan.


These Cost You Thousands—We Help You Avoid Them
One hour of expert help = dozens of hours saved.

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 $297/Month:

  • 🔎 1 Hour/Week or 4 Hours/Month 1-on-1 Coaching

  • 🧰 Fix Ads, CRM, Sales, or Business Structure

  • 💬 Zoom or Screenshare Format

  • 🛠️ Solve the Real Problem Fast

  • 🚀 Includes Access to VIP Community Support

STILL NOT SURE?

Common Use Cases

“My leads aren't converting.”

“I don’t know if my funnel is broken.”

“I’m overwhelmed by GHL workflows.”

“I need someone to just look at my setup.”

What if I don’t use GHL?

We’ll work with any CRM or recommend how to transition.

What if I only need help once?

You can cancel anytime—month-to-month coaching.

Can I book all 4 hours at once?

Yes—use it weekly or batch as needed

Will you fix things live with me?

es—screenshare + real-time support every call.

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.