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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsRun your ads. Protect what you earn.
You are not starting over. Silver builds on your Bronze system. You get ads that bring leads you own. You learn how to guard your business.
Price shared on your intro call · Comes with the Silver mastermind and a Silver 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.
Silver is a Formula 100 stage. It is for agents who already sell. Life and health insurance agents use it to run ads. We are Wealth Financial Investing Group in Chattanooga, TN. We help you build a lead-to-close plan you can repeat. Your ads feed your own CRM. You learn WealthShield™ setups and FundReady™ business credit. You also learn IBC cash reserves, tax and retirement.
Updated October 22, 2026 · Checked by Travis Pace, founder
Ten steps to a steady engine.
Each phase builds on Bronze. Nothing you set up goes to waste.
You know your numbers
Learn the math of your goals. Track booked calls, close rate and average premium.
- Math
- Mindset
Your calendar stays neat
Booking links, reminders and no-show follow-up plan your week. No more mess.
- Booking
You run your own ads
Your ads feed your own CRM. The leads you pay for are yours. They are not shared lists.
- Owned leads
- Ads
Your funnel warms people up
Short clips, follow-up ads and a video sales letter help. They warm folks up. Then they book with you.
- Funnel
- Video
Your business stands apart
Learn how holding companies and LLCs can help. They can keep your home safe from business risk.
- WealthShield™
- Education
You build business credit
Learn how EIN business credit can pay for leads. Keep your own cards out of it.
- FundReady™
- Education
Chargebacks don't stall you
A Key Member policy can act as a cash reserve. Learn how. Loans follow the policy's terms.
- IBC
- Education
You plan taxes before April
Learn tax and retirement plans. Talk them over with your CPA early.
- Tax
- Retirement
Your weeks feel calm
A weekly rhythm and KPI tracking help. Big weeks and slow weeks even out.
- KPIs
Your plan is written down
Your system is written down and easy to repeat. It is ready to hand to a team.
- Systems
Ready for Gold?
When your plan is written down, you start your team. You get your time back.
See Gold →Built for agents already selling.
Silver is for agents whose closing works. You just want more control.
This is for me if
- You write business and your closing works
- You want leads you own, not shared or old lists
- You are ready to learn LLC, credit and cash basics
- You will track your numbers each week
Not a fit if
- No first sales yet (Bronze fits better)
- You want ads with no follow-up system behind them
- You want legal or tax advice, not education
Tools that keep you moving.
All of Bronze stays. Silver adds the parts that help you grow on purpose.
Ad plans for leads you own
Ad plans and targeting guides. They send leads straight to your own CRM.
Full calendar automation
AI and GHL booking work together. So do reminders and no-show follow-up.
Your KPI tracker
Cost per lead, per booked call and per client. You see it all in one view.
WealthShield™ education
An LLC can keep your home safe from business risk. Learn how.
FundReady™ business credit education
Learn how EIN business credit gets built, step by step.
IBC cash reserve education
A Key Member policy can be a business cash reserve. Learn how, and learn the risks.
Silver mastermind community
Weekly calls with agents at your stage. They solve the same problems.
Silver classroom
Lessons for your stage only. You never sort through noise.
Three steps to Silver.
No price surprise. Hear the price and fit on a short call.
You book your intro call
We look at your sales, system and goals together.
You get your Silver plan
If Silver fits, you hear the price. You see just what gets set up.
We build on your Bronze base
Your ads, tracking and lessons roll out phase by phase. Your peers are with you.
Your Silver price, shown live.
We share Silver prices on a short intro call. That way the plan fits your stage.
Silver Package
- All ten Silver phases
- Ad plans for leads you own and a KPI tracker
- WealthShield™, FundReady™, IBC, tax and retirement education
- Silver mastermind and Silver classroom
No checkout on this page yet. We set price and fit on your intro call.
Next stage: your own team.
Are your weeks steady? Then Gold helps you recruit and train. You get your time back.
Questions selling agents ask
Why isn't the Silver price listed?
Silver is fit to where you are. We share the price on a short intro call. You see it next to your plan.
Do the leads from my ads belong to me?
Yes. Your ads feed your own CRM. The contacts you pay for stay in your account. They are not on a shared list.
Is this content legal or tax advice?
No. The WealthShield™, credit and IBC content is education. Make final choices with your CPA or lawyer. You can also ask a licensed insurance pro.
Do I have to finish Bronze first?
Not if your plan already works. The intro call checks your system and sales. If you still need Bronze steps, we tell you.
Is the community extra?
No. Your Silver mastermind and Silver classroom come with the package.
Ready to run your own ads?
A short intro call shows your price and plan. You also see your first Silver 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.