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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsBuild your team. Get your time back.
You don't have to do it all. Each agent you recruit gets your system. Growth does not wait on you.
$2,997 every 4 weeks · Plus a one-time onboarding fee · Comes with the Gold mastermind and a Gold classroom
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.
Results are not the same for everyone. Your results depend on your work, your license and your market. Goals on this site are not promises. See our Earnings Disclaimer.
Gold is the Formula 100 stage for team builders. It fits life and health insurance agents who sell well. We are Wealth Financial Investing Group in Chattanooga, TN. You get a recruiting page and recruiting ads. You get onboarding forms, pipelines and a team KPI tracker. Then we copy your system for each agent. Each one walks Bronze to Silver under you.
Updated October 22, 2026 · Checked by Travis Pace, founder
Ten steps to a team that runs.
Each phase moves work off your desk. Your agents share one system.
You keep more first
Make a plan to keep what you earn. Put it to work. Do it before you add people.
- Structure
Your income has a plan
Learn how IBC, business credit and cash reserves fit. They form one money plan.
- Capital
- Education
Recruits come to you
A recruiting page and recruiting ads draw agents in. You stop chasing people to join.
- Recruiting
Each recruit starts ready
Each new agent gets your full system on day one. You don't build it by hand.
- System clone
Your team grows your brand
Team posts run on each agent's pages. Your reach grows together.
- Content
Each agent gets found near home
Each agent and town gets a page. Your team shows up in more places.
- Local SEO
No lead gets wasted
Booked calls come to you. Leads not yet booked go to your agents. They get a clear follow-up plan.
- Lead routing
Onboarding runs without you
Community, classrooms, pipelines and AI replies help new agents. You don't answer it all.
- Onboarding
- Training
Your whole team runs ads
Each agent can run ads for leads they own. You track it all in one place.
- Team ads
Your agents climb the stages
Your team moves from Bronze to Silver. One leader grows toward Gold.
- Copy and grow
Ready for Platinum?
Does a leader on your team reach Gold? Then you start creating agencies. You plan your exit.
See Platinum →Built for agents ready to lead.
Gold is for agents whose system works. Now you want it to work for others.
This is for me if
- Your own sales and plan are steady
- You are ready to recruit, onboard and train agents
- You want each agent on your same system
- You want your calendar back, and your agency still grows
Not a fit if
- Still building your first clients (Bronze fits better)
- You want recruits with no training or support
- You want a promise of team size or income
Recruit, onboard, train, on repeat.
All of Bronze and Silver stays. Gold adds the team layer.
Recruiting page and marketing
A recruiting page and campaigns. They bring agents who want to join you.
Onboarding forms and pipelines
New agents move through onboarding steps. You don't chase paperwork.
Team KPI tracker
See each agent's work and stage in one view.
Your system for each agent
Each agent gets the same CRM, reviews, automations and marketing. It starts on day one.
Money setup education
Learn holding company, S-corp, IBC and key person basics. They fit your next level.
Weekly coaching
Live coaching on recruiting, training and running your team.
Gold mastermind community
Peers who build teams too. They share what works.
Gold classroom
Lessons for team builders only. You stay on your phase.
Three steps to your team.
We do onboarding with you. You never guess how to start.
You pick your plan
Check out here. Or book an intro call to check that Gold fits.
We onboard your agency
The WFIG team sets up your recruiting with you. We also set up onboarding and team tracking.
You add your agents
Each recruit gets the system. Add agency growth as your team grows.
Pick your Gold plan.
Each Gold plan has your Gold mastermind and Gold classroom.
Gold Package
- All ten Gold phases
- One-time WFIG team onboarding (own charge, shown at checkout)
- Recruiting, onboarding and team KPI tools
- Weekly coaching, mastermind and classroom
Gold Agency Expansion (add-on)
- Add-on for Gold members
- Grows your agency system as you add agents
Gold Package, Annual
- All of the Gold Package
- $18,000 charged once a year
- Onboarding fee shown at checkout
Safe checkout by SamCart. Plans billed every 4 weeks bill 13 times a year. Our Refund Policy link shows before you pay.
Next stage: creating agencies.
Does a leader on your team reach Gold? Then Platinum puts the system in your brand. It goes to each agency below you.
Questions team builders ask
Do my recruits need their own package?
Yes. Each agent runs on their own system. Most start at Bronze. The agency growth add-on links them to your Gold setup.
What does onboarding include?
The WFIG team sets up your recruiting page. We add onboarding forms with you. We set up pipelines and a team KPI tracker too. Then we show you how to run them.
Can Gold promise a team size?
No. Gold gives you the recruiting, onboarding and training system. How many agents join depends on you. Your effort, market and leadership all count.
What does every 4 weeks mean?
You pay every 28 days. That is 13 charges a year. The annual plan is one charge a year.
Is the money setup content advice?
No. This is education. Talk to your CPA or lawyer. Make final tax, legal and LLC calls with them.
How do I cancel?
Email [email protected] or call (423) 501-2007. Do it before your next charge. Refund terms are in the Refund Policy.
Lead a team. Keep your time.
Not sure Gold fits yet? A short intro call shows where to start.
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.