Join the 2-Day Formula 100

Live Bootcamp – In Person

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Real training. Real results. 8 hours of strategy, systems, and coaching for serious agents.


This isn’t a webinar or a course replay. It’s an in-person, hands-on bootcamp for life insurance agents and agencies ready to implement, not just learn. Over two days, we’ll train face-to-face for 4 hours each day.

Walk away with your CRM, ad strategy, and growth systems built and working.

🔔 Limited Seats: Priority for Annual Subscribers & VIP Members.

ABOUT US

Why In-Person Still Wins in a Digital World


Live bootcamps are where breakthrough happens. You get to ask your questions, get help in real-time, and implement changes on the spot. No distractions, no recordings to watch later. Just action, feedback, and acceleration.

What You’ll Learn & Build

Two Days, Eight Hours. Maximum Growth.

From automation to asset protection, we build it live with you.

✅ What's Actually Broken?

Learn and fix the biggest problems first

✅ CRM + Funnel Execution

Hands-on help integrating funnels and GHL workflows.

✅ Sales Scripts + Roleplay

Close more deals with live roleplay.

✅ Exit Strategy Trust + Entity Structure

Learn and diagram the exact path to your holding company.

Everything You need to First Day to Generational Wealth for your Family

How It Helps You Succeed


Live Implementation


We don’t just teach—we do it with you.


Expert Coaching


Ask, apply, and fix things on the spot.


Build Your Blueprint


Leave with your full system built for growth.


Network With Winners


Connect with serious agents just like you.


Common Agent Mistakes

We Help You Avoid

  • Showing up without a structured ad strategy.

  • Never setting up automation beyond a basic form.

  • Not understanding how to scale or when to hire.

  • Getting lucky on your close and losing qualified leads.

These Are the Problems We Fix In Person

We’ll build the real business, right beside you.


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 in the Formula 100 Bootcamp:

  • 🧠 8 Hours of Face-to-Face Coaching

  • 🛠️ Ads, CRM, Sales & Entity Implementation

  • 💬 Access to Exclusive Private Group for Annual VIPs

  • 📁 Printed Workbook + SOP Templates

  • 🎯 Real Action Plan by End of Day 2

STILL NOT SURE?

Common Use Cases

“I’ve watched every training—but I’m stuck.”

“I need to build it live, not just learn it.”

“My team needs systems, not more theory.”

“I do better face-to-face than virtual.”

Where are the bootcamps held?

Currently hosted in Chattanooga, TN. And we're looking to expand into your city next. Ask us how.

Is travel or lodging included?

Travel/lodging not included. We’ll send location details upon approval.

Can I bring a team member?

Yes, we offer team passes. Ask for details in your application.

Is this included in the Annual VIP plan?

Yes—Annual VIP members get access and bonus private mastermind group support.

Fill Out The Form To Get Started

Live bootcamp · Chattanooga, TN

Build your systems live, in person

This is not a webinar. You work hands-on in Chattanooga. Coaches and agents sit right next to you.

Get the date, place and seat price on your call. 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.

The short answer

The Formula 100 Live In-Person Bootcamp helps life insurance agents. Wealth Financial Investing Group hosts it in Chattanooga, TN. First you find and fix your biggest problems. Then you build your CRM and funnel with help. You drill sales scripts and learn entity and trust basics.

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

The format

From problems to a working system

Find the problem first. Then build, practice and map your next step. It all happens in one room.

  1. 01
    Find your biggest problemsWe start with what slows you down most.
  2. 02
    Build your CRM and funnelYou do the real work with help next to you. No slides.
  3. 03
    Roleplay your scriptsYou practice out loud. Your sales talks get tighter.
  4. 04
    Map your setup pathLearn entity and trust basics. Take them to your own pros.

Made for agents who learn by doing

This is for me if

  • You learn faster in a room than on a webinar
  • You want hands-on help to build your CRM and funnel
  • You want to practice scripts out loud and get notes
  • You can travel to Chattanooga, TN

Not a fit if

  • You want to learn online at your own pace. See the free community.
  • You want legal or tax advice on your entity
What you work on

What you build in the room

You do real work on your own business. Coaches and peers are close enough to ask.

Your biggest problems first

We find what slows you down most. We fix that before anything else.

Your CRM and funnel

You get hands-on build time with help next to you. No slide deck.

Scripts and live roleplay

You practice your sales scripts out loud. You tighten them on the spot.

Your setup path, mapped

Learn entity and trust basics. Then map your path with your own pros.

Three steps to your seat

1

Book your intro call

Get the next date, place and seat price. Ask us anything first.

2

Save your seat

Seats are few. Yearly members and VIP members go first.

3

Show up ready

Bring your biggest problem. Build hands-on with coaches and peers.

Save your bootcamp seat

Online checkout is not ready yet. Get the seat price and date on your call.

Bootcamp seat

Price shared on my intro call
  • In person in Chattanooga, TN
  • Hands-on CRM and funnel build
  • Sales script roleplay
  • Entity and trust basics
Book My Intro Call →

Seats are few. Yearly members and VIP members go first.

Between events

Keep learning between events

The $7 VIP Community keeps you going all year. You get VIP lessons, live calls and a help line.

Questions about the bootcamp

When and where is the next bootcamp?

In Chattanooga, TN. Ask about the next date and place on your call.

How much is a seat?

Ask on your intro call. Online checkout is not ready yet.

Who gets priority for seats?

Yearly members and VIP members go first. That is because seats are few.

Is the entity and trust part legal or tax advice?

No. It is just to learn. Make entity, trust and tax choices with your CPA. Ask your lawyer too.

Is this affiliated with Alex Hormozi?

No. The bootcamp is not affiliated with Alex Hormozi. It is not endorsed by him or Acquisition.com.

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.

Save your seat in Chattanooga

Book a short intro call. Get the next date, place and seat price.

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 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.