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You start with free traffic you own. Paid ads come once your follow-up is ready.
Free reach first. Paid ads when you're ready. Each lead lands in your CRM.
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.
Wealth Financial Investing Group helps life insurance agents get leads. We are in Chattanooga, TN. You start with free posts, DM replies, Google and reviews. Then you add Facebook, Instagram and YouTube ads. Your CRM tracks each ad by cost per call.
Updated October 22, 2026 · Checked by Travis Pace, founder
Stop renting leads you can't keep.
Shared leads and guess-work ads are not a lead plan. Traffic you own is.
You buy shared leads. You race three agents to one phone.
People reach out to you first. They saw your posts or reviews.
You post and get likes. But no one asks for a quote.
You get a 7–30 day post plan. Each post has a clear ask.
People comment "info." You forget to write back.
Comment-to-DM tools reply on Facebook and Instagram in moments.
Locals look for an agent. They never see your name.
A Google Business Profile with steady reviews gets you found.
You boosted a post once. You spent cash and saw no result.
Small, tracked ads. You see the cost per lead, call and client.
Your ad leads land in email. They go cold before you call.
Each lead flows into your CRM on its own. It lands on your booking page too.
Free traffic first, paid when ready.
Each layer sits on the one before. You never pay to send leads nowhere.
Insurance post planner
7–30 days of posts for your market. They start talks, not just likes.
Comment-to-DM replies
Facebook and Instagram replies turn a comment into a call.
Google Business Profile
Show up in local search. A review habit builds trust over time.
Small paid ads
Facebook, Instagram and YouTube ads. They start small once your close is solid.
VSL funnel and booking
A short video sales page and booking page. Both tie right to your CRM.
Cost-per-call tracking
You see what each lead, call and client cost you.
Ready to own your leads?
This is for me if
- You're tired of buying shared leads
- You post but no one asks for a quote
- You run ads but don't know your cost per call
- Your CRM is set up and needs traffic
Not a fit if
- You have no CRM yet (start with the CRM)
- You want leads with no work on posts
- You want a set number of calls promised
Your lead plan in three steps.
No big ad spend on day one. You grow in order. You see the numbers at each step.
Map your traffic today
On your intro call, we see where leads come from. We see what they cost.
Turn on free reach
Your post plan, DM replies and Google profile start first.
Add paid when ready
Ads start small. Each one is tracked by cost per call. They start once your close holds.
Pick your growth plan.
Get the Organic Growth Machine™ price on an intro call.
Formula 100 Organic Growth Machine™
- Insurance post planner
- Comment-to-DM replies
- Google Business Profile and review habit
- Leads sent into your CRM
Organic Growth Machine™, Annual
- All of the Organic Growth Machine™
- One charge a year
You see each plan and its terms before you pay. The Refund Policy is linked in the footer.
Lead questions agents ask us
What are shared, aged and exclusive leads?
Exclusive leads are sold to one agent. Shared leads go to many agents at once. Aged leads are old leads sold for less. With shared leads, you race other agents. Aged leads need long, patient follow-up. Leads you make yourself are yours alone.
Why don't my web leads pick up?
Most web leads want a fast text first. They skip calls from odd numbers. Send a text right away. Use a local caller ID. Follow up a few times over a few days. That often reaches more people than one cold call.
Should I start with paid ads?
Most of the time, no. The Formula 100 road map starts free in Bronze. Paid ads come in Silver. By then, your follow-up and close are solid. Each ad dollar can count.
How do I know if my ads work?
Track cost per booked call and cost per client. Those matter more than cost per lead. A cheap lead that never books costs more. A pricier lead that turns into a policy costs less.
Can I text and call leads from my ads?
Only with consent you can prove. It must cover how you reach them. Your forms need clear SMS consent boxes. The boxes must start unchecked. Have your compliance team or lawyer check it. TCPA rules apply.
Ready for leads that are yours?
A 15-minute intro call shows where your next lead is.