Activity
Mon
Wed
Fri
Sun
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
What is this?
Less
More

Memberships

Small Market REI

178 members • Free

Skool Playbooks

242 members • $27/year

Fund To Freedom

245 members • $4,800/year

Transactional Funding Roadmap

10.9k members • Free

Money Broker VIP

526 members • $97/month

Apartment Investors Club

323 members • Free

Mortgage Broker Mastery

90 members • $29/month

Results Driven® Community

5.6k members • Free

Transactional Funding Hub

630 members • Free

119 contributions to Money Broker Society
BOLI / Why Banks Own $200B+ in Life Insurance
Bank of America has $25 billion in life insurance. JPMorgan Chase has $12.8 billion. PNC has $11.4 billion. Over 3,000 U.S. banks own a combined $205.7 billion in life insurance policies. Read that again. The same banks that sell you mutual funds and CDs at 4%. The same banks that charge you fees on your own money. They are quietly buying billions of dollars in permanent life insurance for themselves. Why? Because it grows tax-deferred. Because they can access the cash value without triggering a taxable event. Because the death benefit comes in 100% tax-free. Because during the 2008 financial crisis, when everything else was crashing, their life insurance portfolios delivered steady returns. Banks aren't stupid. They know exactly where to put their money. They use life insurance for tax-free growth, stable returns, and funding employee benefits. It's their quiet power move. But here's the part that gets me. They will never tell you to do the same thing. They'll tell you to put your money in a 401(k). (Get that match if you can (: ) Pay fees you can't see. Take all the market risk. And hope it works out. Meanwhile they're doing the exact opposite with their own capital. Think about that. The strategy isn't a secret. It's been around for over 100 years. It's just that nobody on Wall Street makes a commission when you buy life insurance instead of their funds. If you want to learn how to use the same financial strategy that banks use with their own money, comment FREEDOM or book a free strategy session at familybankingvault.com
2 likes • 2d
FREEDOM THX!
🚨 LIVE TRAINING STARTS NOW
If you have a 700+ credit score, there's a good chance you're leaving six figures of funding on the table. I know because I started with: ❌ A 520 credit score ❌ A $500 credit limit Today... ✅ 850 credit score ✅ $1.1M+ in business credit ✅ 17 real estate deals funded through leverage Join the live training here (IFB members, you have already attended): https://us02web.zoom.us/j/84038082483 Here's what we'll cover: ✔️ The exact profile banks want to see before approving high limits ✔️ How to optimize your personal and business credit profile ✔️ The bank sequencing strategy we use to maximize approvals ✔️ How to stack $100K–$200K+ in 0% funding ✔️ The biggest mistakes that cause denials or small limits ✔️ My journey from a 520 score to building over $1.1M in credit Whether you want funding for: • Real estate investing • Starting or buying a business • Marketing and advertising • Equipment • Working capital • Growing your business ...this training will show you the roadmap. Join us live: https://us02web.zoom.us/j/84038082483 I'll also be answering questions live at the end. See you in a few minutes.
2 likes • 4d
Highly recommended! Just do it! 🚀🚀🚀
🚨 TURN CREDIT INTO CASH IN 24–48 HOURS (Mini course)
By far one of the fastest ways to access capital when you need it. Most people think their credit cards can only be used for purchases... Not true. You can turn available credit into cash and have it deposited into your bank account in as little as 24–48 hours. (Video attached to see) 💡 How It Works You get your own custom wallet. Simply: • Connect your credit cards • Connect your checking account • Transfer funds in just a few clicks Very similar to how Cash App or PayPal works. 💰 What Can You Use The Money For? • Real estate down payments • Gap funding • Payroll And much more 🔥 No Huge Minimums You can liquidate as little as: $1,500 So whether you need a small amount or a larger amount, the system works. 🎓 I Just Created A Mini Course Inside I break down: • How the process works • How to set it up • Common mistakes to avoid • Real-world use cases Plus I'll send you the direct setup link if you want to get started. Comment "CASH" and I'll send over the mini course and setup instructions.
🚨 TURN CREDIT INTO CASH IN 24–48 HOURS (Mini course)
0 likes • 19d
CASH
🚨 NEW MINI COURSE: The Rockefeller Playbook
What do families like the Rockefeller family and even companies like Disney have used for decades to build and protect wealth? Insurance. Before you scroll… This is NOT your typical insurance presentation. I created this mini course to make these concepts incredibly simple using real-world analogies so anyone can understand them. Not a boring lecture. The goal is to educate you on why wealthy families and businesses have used these strategies for generations. Inside the mini course, we cover: 💰 Term Insurance vs. Whole Life vs. IUL (one of the hottest topics in 2026) 🏦 Infinite Banking — how some people become their own bank 🏠 Policy loans that can be used for: • Real estate investing • Business growth • Opportunities and emergencies 📈 Tax-deferred growth 💸 Tax-free income strategies 🛡️ Tax-free death benefits for your family 📊 Guaranteed growth components (depending on policy design) 👨‍👩‍👧‍👦 Family protection and legacy planning 🔒 Why many wealthy families use insurance as a stable asset class Most people think insurance is just for when you die. The wealthy often use it very differently. This mini course is designed to help you understand WHY. Just simple analogies and easy-to-understand examples. Comment "WEALTH" below and I'll send you the free mini course.
🚨 NEW MINI COURSE: The Rockefeller Playbook
0 likes • 19d
Wealth
Giveaway winners + replay (:
Congrats to @Kevin Garrett @Hector Garza (can't find you), and @Sheldon Clifton. Hector and Sheldon, please DM me to redeem, I see multiple Hector and Sheldons in here but username is different. Kevin won DFY funding and Sheldon and Hector won the Infinite Funding Blueprint course. DM me to redeem. If you were not FOLLOWING my page before the giveaway, we will have to re-raffle as it's not fair to anyone that did.
Giveaway winners + replay (:
0 likes • 22d
Congrats all! 🔥🔥🔥
1-10 of 119
Kathleen Miller
5
241points to level up
@kathy-miller-4187
Transactional Funding Partner | EMD • Double Close • Stack Deals. Helping investors close deals with creative funding solutions. Visit links below.

Active 7h ago
Joined Sep 20, 2025
Iowa / United States
Powered by