Chattanooga Insurance Agents: Automate & Scale with AI, Ads & Business Credit
Welcome to Wealth Financial Investing Group—your growth partner in Chattanooga, Tennessee. Whether you're just getting started in insurance sales or already closing consistent deals, our systems are built to help you automate, scale, and dominate. Through AI automation, video marketing, and business credit strategies, we help agents turn part-time hustles into full-time agencies.
We calculate all economic indicators and understand feasibility of advertising campaign
Lead Generation
Transform FREE ORGANIC leads into a future career. Our Social Media Planner, Reviews generate free leads.
AI Smart Appointments
Let our Smart Website, AI, CRM book your appointments. No More Cold Calling.
Formula 100 to Scale
Earn over $50k per month, then use our system to build a team earning $5M+
What We Do for
Insurance Agents
in Chattanooga
Build Automated Sales Funnels With GoHighLevel
We simplify the complex with our Formula 100 Premium Systems—powerful workflows that do the heavy lifting for you. Our GoHighLevel CRM setup includes automated SMS follow-ups, voicemail drops, AI responses to Facebook and Instagram comments, and scheduled appointments that appear right in your calendar. No more cold calling. No more chasing leads. Just qualified prospects ready to talk.
Run Ad Campaigns That Actually Book Appointments & 3x Sales
Forget wasting hundreds on unproven ad strategies. We leverage Laurel Porties’ famous $7 Facebook ad strategy & Eboov's VSL to drive qualified leads to your funnel. Combined with our AI booking automations and landing pages, your cost per appointment drops dramatically while your calendar fills with people ready to buy.
Set Up Smart Websites Leads, Appointments, Reviews and Client Follow-Up to Write More Policies per house
Reputation matters—especially when selling life insurance in Chattanooga. That’s why we’ve built review workflows that automatically request, reply to, and repost Google My Business (GMB) and Facebook reviews. These systems not only improve your local ranking—they help you close more deals by building instant trust.
🚀 Our Tiered Growth System: Bronze, Silver, Gold
Bronze – From 0 to $10K/Month Using Organic Automation
New to the industry? The Bronze Package is built just for you. We'll help you set up your GHL CRM, automate your comment replies, and organize your social media content using our plug-and-play scheduler. All of this runs in the background while you focus on training and closing. Once you're consistently closing 34% of qualified leads, you're ready for the next step.
Silver – Scale to $50K With Paid Ads
and Team Systems
Once you’re closing consistently, it’s time to scale. The Silver Package focuses on calendar domination—running daily ad campaigns, converting every lead automatically, and using our sales systems to get you to $50K/month or more. You'll also start building business credit under your EIN, preparing for long-term tax efficiency.
Gold – Build a Scalable Agency With Holding Companies & Trusts
When your agency earns $50K+ monthly, we shift your strategy to long-term wealth. We’ll help you create a Holding Company, an S-Corp structure for write-offs, and Trusts for legacy planning. You’ll use advanced asset protection, tax strategies, and key-man insurance to build something that lasts—and teaches your team to do the same.
Why Chattanooga Agents Choose Us
Localized Support Across Hamilton County & Beyond
We’re not a faceless online service—we’re based right here in Chattanooga and understand what local agents need. From East Ridge to Red Bank, our systems are tuned for Tennessee markets and final expense opportunities. If you’re a licensed agent in the Tri-State area, this is your new secret weapon.
Trusted by Family First Life, Credit Suite & GHL Experts
We operate under Family First Life (licensed in all 50 states) and have affiliate partnerships with Credit Suite and GoHighLevel. That means you get access to elite platforms and insider coaching. When you use our Formula 100 systems, you’re not starting from scratch—you’re deploying what works.
Trusted by Family First Life, Credit Suite & GHL Experts
We operate under Family First Life (licensed in all 50 states) and have affiliate partnerships with Credit Suite and GoHighLevel. That means you get access to elite platforms and insider coaching. When you use our Formula 100 systems, you’re not starting from scratch—you’re deploying what works.
How Our System Works
Organic Lead Generation First
AI Booked Appointments
Full Calendar with
Warm Appointments
3x - 10x Sales
TESTIMONIALS
Real Results From
Insurance Agents We’ve Helped
"Loved everything so far"
"My life changed forever"
"Highly recommend this"
Travis is an upper echelon professional. Highly recommend anyone to work their team
INCREASE
Get A Free Demo of Our Lead Generation System
Discover the Tools Used by Top Agents in Tennessee
We’ll walk you through how our AI lead workflows, GHL CRM setup, and Facebook ad integrations work—live and in real time.
Our Tiered Growth System:
GoHighLevel CRM
Reach potential customers with Free Organic Posts & Get Free Appointments
READ MORE
Target Ads
Paid Advertising to Scale Faster
KPI's 3x Your Sales
READ MORE
Business Credit & Financing
Build Your Agency using EIN Credit
Earn Money During Chargebacks
READ MORE
Bronze Package
From 0 to $10K/Month
Using Organic Automation
READ MORE
Silver Package
Scale to $50K With Paid Ads
and Team Systems
READ MORE
Gold Package
Build a Scalable Agency
With Holding Companies & Trusts
READ MORE
Visit Us or Work With Our
Chattanooga-Based Team
Wealth Financial Investing Group is proud to serve agents locally in Chattanooga and across Hamilton County. If you're in East Ridge, Red Bank, Hixson, or the greater Tennessee Valley—you're just a click away from better systems and more income.
STILL NOT SURE?
Frequently Asked Questions
Common Asked Questions
Who Is This System Designed For?
It’s built for life and health insurance agents, whether you’re brand new, returning to the field, or trying to scale to a full agency. If you're in Chattanooga or licensed anywhere in Tennessee, it's built for you.
How Soon Can I Start Seeing Results?
Some agents see results within the first week of setup. Others take 2–4 weeks to build momentum. Either way, you'll be ahead of the game with automation, ads, and lead systems running for you.
What Tools or Platforms Will I Need to Use?
We use GoHighLevel (CRM), Facebook & Instagram Ads, Google & YouTube Ads, Credit Suite (for business credit), and EBOOV (for video funnels). We’ll set it all up for you—no tech headaches required.
Submit a Request
Ready to elevate your marketing? Fill out the form below, and our team will craft a solution for your needs.
Wealth Financial Investing Group proudly serves life and health insurance agents
in Chattanooga, East Ridge, Red Bank, Hixson, and the entire Hamilton County area. Whether you're just starting your agency or scaling past $50K/month, our team in Chattanooga is here to support your journey with AI systems, ad strategies, and business credit building.
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