(423) 501-2007

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

(423) 501-2007

Subscribe to our social

Get latest Newsletter tips from us!

Important Links

© Copyright 2025. Wealth Financial Investing Group. All rights reserved.

Making the world a better place, 1% at a time