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How communities workFree F100 Community$7 VIP CommunityVIP 1-to-1VIP Platinum ConsultingLive EventsA growth team in your corner.
You don't have to plan each move alone. You work with the Formula 100 team. The help keeps going.
Private help that keeps going · Leads, CRM, sales, team and setup
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.
Meet VIP Platinum Business Growth Consulting™. It is from Wealth Financial Investing Group in Chattanooga, TN. It helps life insurance agents and agency owners. The Formula 100 team stays with you over time. Get help on ads, funnels, CRM, sales, team and setup.
Updated October 22, 2026 · Checked by Travis Pace, founder
Fix the right thing first.
We fix one block at a time. Your work goes where it grows your agency.
- 01Your growth plan and goalsWhere your agency is today. The one block to fix next.
- 02Your ads and funnelsWe look at your ads, pages and funnels. You get clear changes to test.
- 03Your CRM and follow-upWe check your pipelines and automations. We check how fast you reply.
- 04Your sales stepsScripts, pipeline stages and set-call follow-through. We look at them with you.
- 05Your team systemsHow you bring on, train and track agents. Then they all run the same steps.
- 06Learn your business setupLearn about entities and how to guard what you build. Your CPA or lawyer confirms it.
Built for owners who build.
It is for agents and owners who want lasting help. Not just one fix.
This is for me if
- I want private help for my whole business
- I have lots of parts: ads, CRM, sales and team
- I want a second set of eyes each cycle
- I'm ready to act on what we choose
Not a fit if
- I have one small issue (VIP 1-to-1 fits more)
- I want someone to run my agency for me
- I want a promise of income, sales or team size
Help that lasts, not one call.
We look at your real accounts and numbers. Then we follow up on what changed.
Private help that keeps going
You keep the same team. You don't explain your agency each time.
We look at your real work
The team looks at your live ads, funnels and CRM. Not what-ifs.
One goal at a time
Each cycle ends with the next block to fix. You know who owns it.
Sales and team systems
Help to build steps your agents can follow. You don't have to be in each step.
Learn about setup
Learn about entities and how to guard what you own. A licensed CPA or lawyer makes the final call.
VIP 1-to-1 for quick fixes
Small, one-hour issues fit the VIP 1-to-1 sessions.
Learn more →Three steps to your first session.
You know what happens after you pay. No guessing.
Pick your plan
Check out on the annual plan. Or book an intro call to ask about 4 weeks.
Show where you are
Give the team access to what we will look at. That means ads, funnels, CRM and goals.
We set your first goal
We pick the one block to fix first. Then we work on it with you.
Pick your VIP plan.
You see each charge at checkout before you pay.
VIP Platinum, Annual
- Private help that keeps going, with the Formula 100 team
- Help on your plan, ads, funnels, CRM, sales and team
- Learn about business setup
- One charge a year
VIP Platinum, Every 4 Weeks
- The same help, billed every 4 weeks
- Set on your intro call before you pay
Safe checkout by SamCart. See the Refund Policy at checkout.
Just need one hour?
VIP 1-to-1 sessions fix one thing. Think an ad check or a CRM workflow fix.
Questions agency owners ask
How is VIP Platinum different from VIP 1-to-1?
VIP Platinum is help that keeps going. It covers your whole business. VIP 1-to-1 is one-hour sessions. Each one fixes one small issue.
Do I need the Platinum Package to join?
No. VIP Platinum is open to agents and agency owners. It fits those who want lasting, private help. You can be at any package stage.
Will the team look at my actual accounts?
Yes. We look at your live ads, funnels and CRM. So you share access to what we plan to check.
Is the business structure part legal or tax advice?
No. It is education only. Talk to your CPA or lawyer. They make the final tax, legal and entity calls.
Does consulting promise growth or income?
No. You get a plan and reviews. Someone helps keep you on track. Results depend on your work, market and more.
How do I cancel?
Email [email protected] or call (423) 501-2007. Do it before your next charge. Refund terms are in the Refund Policy.
Grow with a team beside you.
Not sure it fits yet? A short intro call shows where we'd start.
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.