The Formula 100 newsletter

Ideas you can use this week.

Short notes on leads, CRM follow-up and growing an agency. No fluff. Leave the list with one click.

Free. Just your first name and email.

The short answer

The Formula 100 newsletter is a free email. It is from Wealth Financial Investing Group in Chattanooga, TN. It is for licensed life and health insurance agents. You get tips on leads, CRM and follow-up. Tips fit your stage, from first clients to a team.

Updated October 22, 2026 · Checked by Travis Pace, founder

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What lands in your inbox

1

A welcome email

It shows you are on the list. It tells you what comes next.

2

Tips you can use

Lead and post ideas. CRM how-tos. Roadmap lessons you can use now.

3

Your next step, when ready

Links to the free audit or an intro call. Never pushy.

Newsletter questions

What is in the Formula 100 newsletter?

Tips for insurance agents. You get lead and post ideas. You get CRM and automation how-tos. You get lessons from the Bronze to Platinum roadmap.

How often will I get emails?

It depends on what will help you. You can leave the list from any email. It takes one click.

Is the newsletter free?

Yes. It costs nothing. It does not sign you up for a paid plan.

Do I have to give my phone number?

No. You just need your first name and email. Texts are your choice. You opt in to texts on their own.

Get sharper with each email

Free and short. Made for agents at your stage.

The partners and platforms behind your system

GoHighLevel, Family First Life, Anderson Advisors, Credit Suite, Hyros, Zapier, UgenticIQ, Acquisition.com, Meta, Google, LinkedIn, TikTok, EBOOV, Laurel Portie, Neil Patel, WAVV, SamCart, Stripe

GoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMetaGoHighLevelFamily First LifeAnderson AdvisorsCredit SuiteHyrosZapierUgenticIQAcquisition.comMeta
GoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripeGoogleLinkedInTikTokEBOOVLaurel PortieNeil PatelWAVVSamCartStripe
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We help life insurance agents and agency owners get more calls, keep more money and build a team. Based in Chattanooga, TN, since 2021.

Visit & contact

Wealth Financial Investing Group
Tallan Financial Center
200 MLK Blvd, Suite 1062
Chattanooga, TN 37402
Sun–Thu 9 AM–9 PM
Fri 9 AM–12 PM · Sat closed

Wealth Financial Investing Group, LLC gives marketing, CRM, coaching and teaching to licensed insurance agents. We are not a law firm, a CPA firm or an investment adviser. Nothing here is legal, tax or money advice. Only licensed agents sell insurance. The insurance company backs each policy. Policy loans and withdrawals lower cash value and death benefit. They may also change your taxes. Goals on this site are not promises. Results are not the same for everyone.