Choose Your Insurance Career Growth Path — From Agent to CEO
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Discover how Formula 100 Premium Systems helps life insurance agents, entrepreneurs, and agency owners grow their business, structure their wealth, and create a lasting legacy — no matter where they start.
ABOUT US
Build Smarter. Scale Faster. Leave a Legacy.
Whether you’re just starting out or leading a growing agency, our packages deliver the tools, strategies, and systems that help you thrive in today’s competitive life insurance market.
What You’ll Learn & Build
Master the Foundations of a Scalable Insurance Business
✅ Generate More Leads
Master free & paid lead generation systems that consistently fill your calendar.
✅ Automate & Optimize
Use AI-powered workflows and proven automations to close more deals with less effort.
✅ Structure for Wealth
Learn how to legally structure your business for tax savings and asset protection.
✅ Build Your Team
Recruit, onboard, and scale a thriving agency that can run without you.
Each Formula 100 System is built to help you reach your next income milestone — faster and with more confidence.
How It Helps You Succeed
🖥️ Automation
First
Automate lead flow, booking, and follow-up with our GHL-powered systems.
📈 Scale
Profitably
Implement scalable ad strategies and financial structures for sustainable growth.
🏦 Protect & Build Wealth
Leverage advanced business structuring and Infinite Banking to secure your future.
🧑🤝🧑 Team
Expansion
Grow and duplicate your agency with proven recruiting funnels and white-label assets.
Common Agent Mistakes
We Help You Avoid
❌ Relying only on word-of-mouth with no predictable lead flow
❌ Paying high taxes due to bad business structure
❌ Leaving money on the table with poor cross-sell strategies
❌ Building a team without a repeatable, scalable system
Our packages are designed to help you skip years of trial and error — and start scaling the right way from day one.
Who This Service is For
This strategy is for successful insurance agents and agency owners looking to protect and scale safely
Sofia Young
🧑💼 New Agents
Ready to hit their first $10K month with free and organic strategies.
Emma Johnson
🏆 Experienced Agents
Earning $10K+ and looking to master paid ads and automate booking.
Ava Thompson
🏢 Agency Builders
Building a team and needing proven systems to scale and protect their income.
Liam Carter
💰 Business Owners
Wanting advanced tax, trust, and wealth structuring to secure generational wealth.
Noah Mitchell
🕴️ Entrepreneurial Leaders
Aiming to white label the system and create a franchise-ready agency model.
ATTENTION: life & health agents
Tools & Templates Included
Done-for-you GHL funnels & workflows
Paid ad copy and targeting guides
Business structuring checklist & CPA templates
Recruiting & onboarding funnel
Wealth building & Infinite Banking frameworks
STILL NOT SURE?
Common Use Cases
We understand 95% of agents fail each year, and we're here to help turn that around
Q: How do I know which package is right for me?
A: Our team will match you to the package that fits your current income and goals. New agents typically start with Bronze, and scale up.
Q: Do I need to be tech-savvy to implement this?
A: No! Our systems are designed for ease of use, and we provide templates + training to get you started fast.
Q: Will this help with business credit and tax strategies?
A: Yes. Gold and Platinum packages include full business structuring and credit-building support.
Q: How fast can I expect results?
A: Many clients begin seeing measurable growth in 30-90 days with consistent effort.
Q: What kind of agency can I build with Platinum?
A: Our Platinum clients typically build a C-Corp agency, fully white-labeled with automation and a scalable recruiting model.
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