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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsCreate agencies. Plan your exit.
Build more than your own sales. One system runs under each team you lead. Then it can run without you.
Price shared on your intro call · Comes with its own mastermind and 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.
Platinum is the top Formula 100 stage. It is for insurance agency owners. You need one leader at Gold first. We are Wealth Financial Investing Group in Chattanooga, TN. We help you grow more Gold leaders. Each agency below you gets Formula 100 in your brand. Your leads, leaders and cash all sit in one place. Your agencies learn to run without you.
Updated October 22, 2026 · Checked by Travis Pace, founder
Ten steps to your exit plan.
Each phase helps your group stand on its own. It stops leaning on you.
You think like a big builder
Shift your focus from one team. Start to build many.
- Mindset
You pick your next markets
Choose the states to grow in next. Each one gets campaigns ready to go.
- Growth
You grow more Gold leaders
More than one leader runs at Gold. Growth never rests on one person.
- Leaders
Each agency runs one system
Formula 100 goes out in your brand. Each agency below you gets the same CRM and ads.
- Your brand
Recruiting runs everywhere
Recruiting runs across your whole group. It is not just your own team.
- Recruiting
Your brand shows up nationwide
Posts and SEO take your brand far. They show on each agency's pages.
- Content
- SEO
Leaders have clear lanes
Clear zones and a weekly report keep leaders on track.
- Leaders
Your money stays in control
Bookkeeping and reports show you where cash moves. You see it in each agency.
- Money
It runs without you
Written steps and strong leaders keep it all going. You get to step back.
- Ready to exit
You choose your exit path
Sell it, pass it on, or keep it. Plan the path with licensed pros.
- Exit
- Legacy
Not sure you are Platinum yet?
A short audit checks your team, leaders and systems. It points you to the right stage.
Find my stage →Built for owners who grow leaders.
This stage starts when someone on your team reaches Gold.
This is for me if
- One leader or more on your team is at Gold
- You want each agency below you on one system
- You think about your exit or your legacy
- You are ready to lead leaders, not just agents
Not a fit if
- Still building your first team (Gold fits better)
- You want a sale price or a promised exit
- You want legal or tax advice, not education
Your brand on every agency.
All of Gold stays. This stage adds the big-group layer.
Formula 100 in your brand
The CRM, funnels and brand files carry your name. Each agency below you gets them.
Main recruiting funnels
Recruiting funnels and license templates for many states. Your whole group grows.
LLC change education
Lessons and CPA templates. They help you set up a group of agencies.
Ready to exit education
Written steps let your agencies run on their own.
Platinum mastermind
Weekly Zoom with owners at your stage.
Platinum classroom
Lessons for big builders only. They fit your phase now.
Three steps to Platinum.
No price surprise. You see the price and plan on a call first.
You book your intro call
We look at your leaders, agencies and systems with you.
You get your Platinum plan
If it fits, you hear the price. You see what gets set up first.
We roll it out
Your brand tools, leader work and exit steps roll out. It goes phase by phase.
Your Platinum price, shown live.
This stage is fit to your group. So we share the price on a short call.
Platinum Package
- All ten Platinum phases
- Formula 100 in your brand for each agency below you
- LLC change and ready to exit education
- Its own mastermind and classroom
No checkout on this page yet. We set price and fit on your intro call.
Add 1-to-1 strategy time.
VIP Platinum Business Growth Consulting adds private calls. They help with big choices.
Questions agency owners ask
Why isn't the Platinum price listed?
It is fit to your group. We share the price on a short intro call. You see it next to your plan.
What does "your brand" mean here?
The agencies below you run Formula 100 in your brand. They use the same CRM, funnels and ads.
Will you price my agency or promise an exit?
No. You get lessons and systems to get ready to exit. Talk to licensed pros about price and sale.
Do I need a Gold leader first?
Yes. This stage starts when one of your leaders reaches Gold. The intro call checks where you are now.
Is the community extra?
No. The mastermind and classroom come with the package.
Build something bigger than you.
A short intro call shows your price and plan. You also see your first phase.
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.