Build a Life-Insurance Business
That Brings You Real Clients, Real Income, and Real Freedom
Work with people who actually need coverage, make more money each month, and stop riding the stress of cold calls, bad leads, and inconsistent sales. Help more families, write more policies, and build predictable monthly income without cold calling, tech overload, or burnout.
We calculate all economic indicators and understand feasibility of advertising campaign
No pressure | No Cold Calling | Just Clarity on what is stopping your from $10k a Week
Agent after agent earning
$50k Monthly Premiums
After working with Travis and his team, I got appointments everyday and stopped counting leads. In just 30 days I began making over $50k in premiums each month
In my first week, our leads were booking appointments, showing up ready, and getting policies. My team and I did over $50k a month using this system.
I made more money using this system than anything else that we've tried. My team was on track to break $600k a year using this
Your system itself is broken
Your Business Feels Fragile—Designed to fail like 89% of this industry
You want one system that grows with you for your whole career. Not something you’ll have to rip out and replace every year. This will be your last CRM or service that you ever need to buy, because we sovle virtually 100% of you insurance career problems. Read below for more.
You feel like you’re patching things together.
One tool for leads. One for texts. One for notes.
Nothing really talks to each other.
And you wonder how this will work 5… 10… 30 years from now.
you rely on leads that stop working
Buying Leads Keeps You Stuck on a Treadmill
You want your own lead system that gets stronger every day—
not something you rent and lose tomorrow.
You buy leads.
Then you buy them again.
Then they stop answering.
Every month feels like starting over.
youre not getting free leads yet
You’re Invisible Online—And You Know It
You need people to find you on Google and social media
without paying for every click.
You see others getting leads from Google and social media.
But your posts don’t do anything.
Your website doesn’t bring in clients.
And you don’t know where to start.
appointments dont book themselves yet
Chasing Appointments Is Exhausting
You want appointments to book themselves
and show up without you babysitting them.
You text.
You call.
You remind.
You chase.
And still… no-shows.
you don't know your numbers & its not the number of leads your buying
Guessing Is Not a Growth Plan
You want to see your numbers clearly
so you can grow with confidence. You must learn the cost of the new policy, then cost of appointment and completely stop wasting your time of cost of leads, that's why 89% are failing
You don’t really know:
What a lead costs
What an appointment costs
What a new client costs
You just hope it works out.
facebook ads feel like gambling too risky
You want a Facebook ad system that works on purpose,
not by luck.
Ads Should Feel Predictable—Not Stressful
You try ads.
They work… then they don’t.
Money goes out.
Results feel random.
Google & YouTube Ads Feel Too Complex
You Know Google Works—You Just Don’t Want to Waste Money
You want ads that reach people already searching for help.
You hear Google and YouTube work great.
But they feel confusing.
Expensive.
Risky.
After we fix your money & Time
we need a tax plan
You’re Paying Too Much in Taxes
Too Much Money Is Going to Taxes
You want legal ways to keep more of what you earn
through smart business planning.
Money comes in.
Then taxes take a big chunk.
You feel punished for doing well.
Your Business Isn’t Protected
You’ve Built Income—But Not Protection
You want your business and family protected
before problems happen.
One lawsuit.
One mistake.
One bad situation.
And everything feels at risk.
Chargebacks really........suck
Sales Don’t Feel Secure
You want cash reserves and systems
that protect you when policies fall off.
You make sales.
Then chargebacks hit.
You never feel fully safe.
You Don’t Have Business Credit
You Need business money to buy leads, offices, travel
You want business credit and funding
without risking your personal life.
You use personal credit.
You hesitate to grow.
You feel limited.
You know if the business could buy leads, staff, offices your could grow
Recruiting new agents Feels Random
You Can’t Grow Alone & Need new agents
You want a system that attracts, trains, and supports agents
the right way.
You want help.
But recruiting feels hard.
Training feels messy.
People quit.
One system that runs ads, onboards, trains, and equips more agents automated
Your Team Can’t Copy What Works
Your Success Should Be Easy to Duplicate
You want your team winning
without reinventing everything.
You figured something out.
But your team can’t repeat it.
Everything depends on you.
You’re Not Building Real Wealth Yet
1099 Income Is Not the Same as Wealth
You want ownership, property, and long-term value.
You make money.
But you don’t own assets.
Nothing feels permanent.
Own the Agency, Own the Credit, Own the IBC Policies, Own the Trust
You Think About Legacy—but Don’t Know How to Start
You Want This to Mean Something Long-Term
You Want This to Mean Something Long-Term
You think about your family.
Your future.
What happens after you.
You need to build the correct systems from day one.
We have a tested and proven solution to all 15 problems your insurance career will face
You feel safe knowing your business will still work years from now.
Your Business Is Built to Last for Decades
You don’t have to rebuild, replace, or start over every year.
Everything grows with you—today, next year, and 30 years from now.
Lead Generation for the agency
CRM already built and Automated
Free Organic Social Media
Community Recruiting, Onboarding, Training
Repeatable systems instantly cloned for the new agents
OWNED your LEADS & audience THAT COMPOUNDs with new agents
Your Leads Get Stronger Every Day
You stop renting leads and start owning attention that compounds over time.
You own your leads.
They don’t disappear.
You own the audience to build more leads
It lowers the cost of leads over time
FREE LEADS FROM VISIBILITY
People Find You Before You Ever Call Them
Social media and Google bring in people who already trust you.
People find you without you chasing them.
They book on your calendar
They watch more videos and trust you
APPOINTMENTS THAT BOOK THEMSELVES
Your Calendar Fills Without Chasing Anyone
Appointments book automatically and show up wit reminders.
Your calendar fills without effort.
You wake up to a full days calendar
You focus your entire day on engaged appointments
Track Numbers that really matter
You Always Know What’s Working
You clearly see your cost per lead, appointment, and client—no guessing.
You will know:
What a lead costs
What an appointment costs
What a new client costs
You will double in sales each month until its time to build a team
facebook ads that you know are safe
Facebook Ads Finally Make Sense for you and the team
You know where money goes and why results come back.
Ads feel predictable, not scary.
You see every dollar makes three
You see your sales 10x
You know this works again for your agency team
Google & YouTube Ads that print new money
Clients Find You When They’re Ready
Google and YouTube bring people already looking for help.
Clients already searching find you.
Clients find SEO ready websites
Clients use proven Sales Funnels
Ads only get you there faster
After we fix your money & Time
we need a tax plan
to Keep More of YOur Money
KEEP MORE OF YOUR MONEY
You Keep More of What You Earn
Smart tax strategy turns income into freedom, not penalties.
You stop overpaying taxes.
Use proven wealth strategies
Leverage your 1099
Invest into more cash flowing assets
Expand your agency
REAL ASSET PROTECTION
Your Business Is Shielded
The right entities protect your income, assets, and family.
You feel protected no matter what happens.
Your family is safe
Your Legacy is secure
finally a plan against charegbacks
Your Income Feels Safe, And Keeps Growing
Cash value and reserves protect you from chargebacks.
Sales feel secure.
Team sales also feel secure
Let all premiums keep earning dividends, even with a chargeback
BUSINESS CREDIT & FUNDING that finances your agency
Your Business Has Real Buying Power
You access funding without risking personal credit.
You can grow without fear.
Learn and use Business Financing
Expand new offices
Purchase New Leads for you and the Team
Travel smartly for business
ATTRACTING THE RIGHT PEOPLE
Your Business Attracts the Right Agents
Ads and community bring motivated people to you.
Growth doesn’t rely only on you.
It relies on a team
Use your automations to recruit, onboard, train, and scale
INSTANT DUPLICATION
What Works for You Works for Everyone
Your systems clone instantly across your team.
Your success is repeatable.
They use your Lead Generation
They use your Ads Strategies
They use your CRM cloned
They get your results for you, repeatably
REAL ASSETS & OWNERSHIP | Generational Wealth Models
You Build Real Wealth—Not Just Income
Commercial property and ownership replace hustle.
You own something real.
You have it protected
You leave behind a tax-free legacy
LEGACY & GENERATIONAL WEALTH must start from the beginning to get it right
What You Build Lives On
Estate planning ensures your success benefits generations.
Your work means something long after you.
Your family knows what wall the sacrifice was for
You change your family tree for the better
You become a Legend leaving behind a legacy
What Our Investors Are Saying
What Happens After You Say Yes
You don’t guess. You don’t figure it out alone.
You follow a clear path that works.
PHASE ONE: BRONZE PACKAGES
Get Everything Working, Tested, & Measured
This is where your income becomes real and predictable like a premium formula
Deep Dive
Audit
You review what’s working, what’s broken, and what’s missing.
Your System
is Set Up
You move into one proven CRM that’s already built to work.
You Join the
Growth Community
You get live help, training, replays, and support from real agents.
Your Online
Trust Is Built
Your website, SEO, reviews, and social presence start working for you.
Your System is Set Up
You fix objections and raise your close rate to 34% or higher.
You Join the Growth Community
Appointments book. Follow-up runs. Reviews grow automatically.
PHASE TWO: SILVER PACKAGES
Lock It In and Protect It
Now you stop leaking money and start keeping it.
Fix Leaks &
Weak Spots
You close gaps that cost money or create risk.
Asset Protection
Is Built
Your entities are set up the right way.
Business Credit
& Financing
Your business gains real buying power.
Cash Value
& Income Banking
You build tax-advantaged cash you can use safely.
Smart Tax Planning
You legally reduce or eliminate unnecessary taxes.
PHASE THREE: GOLD PACKAGES
Grow beyond yourself
Your business grows without everything depending on you.
Recruiting
Turns On
People apply to work with you.
Onboarding
Is Simple
New agents plug into proven systems.
Sales Training
Is Built In
Your business gains real buying power.
Your System Gets Cloned
Your success is duplicated across your agency.
Your Team Repeats Phases 1 & 2
They win without guessing or reinventing anything.
FINAL PHASE: PLATINUM PACKAGES
Grow beyond yourself
Your business grows without everything depending on you.
Real Estate Ownership
Agency offices and income-producing property.
Multiple Income Streams
Insurance, overrides, rents, dividends, assets.
Exit & 9-Figure Planning
Your business is built to sell or pass on.
Trust & Estate Planning
Everything is protected for your family.
Picking The Correct Package
If you are just beginning your first day, starting your first agency, or ready to exit we have the next steps for you.
🚀 Our Tiered Growth System: Bronze, Silver, Gold, Platinum
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.
Platinum - Estate Planning & Generational Wealth
Invest your earnings correctly to keep growing tax advantaged. Create true generational wealth with a diverse portfolio of cash flowing assets.
Our Tiered Growth System:
GoHighLevel CRM
Reach potential customers with Free Organic Posts & Get Free Appointments
Target Ads
Paid Advertising to Scale Faster
KPI's 3x Your Sales
Business Credit & Financing
Build Your Agency using EIN Credit
Earn Money During Chargebacks
Bronze Package
From 0 to $10K/Month
Using Organic Automation
Silver Package
Scale to $50K With Paid Ads
and Team Systems
Gold Package
Build a Scalable Agency
With Holding Companies & Trusts
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
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.
Used by Family First Life agents, 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.
STILL NOT CONVINCED?
You 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.
If You Don't Get Results, You Don't Pay: Its That Simple
TRY IT RISK FREE
100% Money Back Guarantee
If you use our system for 12 months, show up and do the work and did not get results. Then we will refund you.
Special 12 month conditions apply, this is not for everyone.
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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