Money Smart Movement
Money Smart Movement is a US life insurance agency-building platform that recruits, licenses, and mentors agents to sell policies via an attraction-based inbound system, partnered with Integrity Marketing Group and operating under PHP Agency.
- Company typePrivate
- Founded2011
- HeadquartersOak Brook, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Money Smart Movement does
Money Smart Movement (operated by 7Figure Squad, LLC) is a US-based life insurance agency-building platform that recruits, licenses, and mentors independent agents to sell life insurance and financial protection products, primarily indexed universal life policies. The company was co-founded by Matt Sapaula, a Marine Corps veteran and 12-year industry veteran, alongside his wife Sheena Sapaula, and operates within The PHP Agency umbrella under the mentorship of Patrick Bet-David, holding stock equity in that parent organization. Its core go-to-market is an attraction-based inbound marketing system that educates prospects, automates appointment booking, and pre-sells candidates before agent conversations, replacing the traditional cold-outreach model that relies on friends-and-family lists.
The platform targets four explicit recruitment personas: military veterans, retired athletes, network marketers, and coachable couples, and supports them with licensing support, structured training, ongoing mentorship, and team-based culture described as faith, discipline, and brotherhood. Revenue is generated entirely through commissions: direct commissions on life insurance product sales (including indexed universal life policies distributed via the firm's flagship partnership with Integrity Marketing Group, one of the largest US life and health insurance distributors) and override commissions earned by leaders on production from their recruited downline agents. The company also publishes the 7 Figure Squad YouTube channel hosted by Matt Sapaula as a top-of-funnel content engine and markets "Faith Made Millionaire," a book authored by the co-founder.
Money Smart Movement currently operates from offices in Oakbrook and Dallas, has named agency builders running each location, and claims a 100,000+ member ecosystem. Pricing is not publicly disclosed because the offering is structured as a career and business opportunity rather than a discrete product, with individual policy economics varying by coverage amount, product type, and applicant health profile. No proprietary technology platform, AI/ML capabilities, public APIs, or external funding rounds are disclosed; growth to date has been self-funded from commission cash flow.
Money Smart Movement firmographics
Firmographics- Name
- Money Smart Movement
- Legal name
- 7Figure Squad, LLC
- Website
- https://moneysmartmovement.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Short description
- Money Smart Movement is a US life insurance agency-building platform that recruits, licenses, and mentors agents to sell policies via an attraction-based inbound system, partnered with Integrity Marketing Group and operating under PHP Agency.
- Ownership category
- akta.pro rank
Money Smart Movement industry classification
Industry- Product category
- Life Insurance Agency Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)
Keywords
Where Money Smart Movement is headquartered
LocationHeadquarters
- HQ city
- Oak Brook
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Money Smart Movement business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Life Insurance Sales: Commissions from life insurance product sales including indexed universal life policies. Agents earn licensing and build teams while earning commissions on policy sales.
- Agency Building: Building and mentoring teams of agents under the Money Smart Movement umbrella, with leaders earning override commissions from their downline agents' production.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Money Smart Movement product offering
Product offeringCore offering
Money Smart Movement recruits, licenses, and mentors independent insurance agents who sell life insurance and financial protection products — primarily indexed universal life policies — directly to consumer households. Agents are equipped with an attraction-based marketing system that automates appointment booking and pre-sells prospects, plus structured training, licensing support, and team mentorship under leaders such as Matt and Sheena Sapaula.
Product overview
Money Smart Movement is a life insurance agency building platform and coaching ecosystem. The core offering combines an attraction marketing system (which automates appointment booking and pre-sells prospects), comprehensive training and licensing programs, and ongoing mentorship from experienced agency builders. The platform is structured around four target audiences: military veterans, retired athletes, network marketers, and coachable couples. The company operates as a licensed insurance marketing organization partnered with Integrity Marketing Group and distributes through top-rated insurance carriers. The ecosystem includes the Money Smart Movement training platform, the Attraction System for inbound marketing, the Application Portal for onboarding new members, and the 7 Figure Squad YouTube channel as an educational and marketing vehicle. The company is operated by 7Figure Squad, LLC with offices in Oakbrook and Dallas.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- Income replacement in as little as 8 months (testimonial from Michael R.)
Companies that use Money Smart Movement
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles4 records
Money Smart Movement technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Money Smart Movement partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Integrity Marketing GroupcoreFlagship partnership with one of the largest distributors of life and health insurance in the country. Money Smart Movement has earned stock equity in The PHP Agency through this partnership. Matt Sapaula is mentored by Patrick Bet-David and co-founded MoneySmart Movement under this umbrella.
- PHP AgencycoreMatt Sapaula connected with Patrick Bet-David and started building a real agency with scale and impact through PHP Agency. Matt earned stock equity in The PHP Agency. PHP Agency serves as the parent organizational structure.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Money Smart Movement competitors and assessment
Company assessmentBroad incumbents
- Primerica: Publicly traded incumbent in term life insurance and investment distribution with a vast agent sales force; serves similar middle-market families but operates at much larger scale with broader product set.
- Transamerica: Major life insurance carrier with career-agent distribution channel; offers similar indexed universal life and term products but as an incumbent carrier rather than an agency-building platform.
Direct peers
- Equis Financial: Life insurance marketing organization recruiting and training agents with similar IMO structure, carrier access partnerships, and agency-building downline economics.
- Five Rings Financial: Life insurance agency building organization focused on recruiting entrepreneurs and former professionals into the industry with similar mentorship-based culture and override commission structure.
- PHP Agency: Parent organization of Money Smart Movement and the platform through which Matt Sapaula holds equity. Operates the same agency-building distribution model with life insurance and financial products across the US.
- World Financial Group: Multi-level financial services distribution platform with insurance and investment products, recruiting agents into a downline structure similar to Money Smart Movement's model.
- Family First Life: Life insurance agency building organization with similar agent recruitment model, carrier partnerships, and override commission structure targeting entrepreneurial recruits.
- National Agents Alliance: Life insurance agency building organization with similar FMO/IMO structure, agent recruitment focus, and partnership with major carriers for product access.
- Symmetry Financial Group: Large agency-building platform focused on life insurance recruitment with similar override-commission downline economics and remote agent culture. Targets similar entrepreneurial recruit profiles.
Others
- Integrity Marketing Group: Strategic distribution partner and one of the largest insurance distribution platforms in the US; not a direct competitor but the upstream infrastructure that provides Money Smart Movement's carrier access and product portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Money Smart Movement social profiles
Digital presenceMoney Smart Movement financial estimates
Financial estimateRevenue estimate
Valuation estimate
Money Smart Movement leadership team
Management profileNumber of profiles
Profiles3 records
Money Smart Movement funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Money Smart Movement M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Money Smart Movement
What does Money Smart Movement do?
Money Smart Movement recruits, licenses, and mentors independent insurance agents who sell life insurance and financial protection products — primarily indexed universal life policies — directly to consumer households. Agents are equipped with an attraction-based marketing system that automates appointment booking and pre-sells prospects, plus structured training, licensing support, and team mentorship under leaders such as Matt and Sheena Sapaula.
Is Money Smart Movement a public or private company?
Money Smart Movement is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Money Smart Movement founded?
Money Smart Movement was founded in 2011.
Where is Money Smart Movement based?
Money Smart Movement is headquartered in Oak Brook, United States, in the North America region.
How does Money Smart Movement make money?
Two revenue lines are on record. Life Insurance Sales are the primary driver. The others are agency Building.
Who are Money Smart Movement's main competitors?
Broad incumbents on record are Primerica and Transamerica. Direct peers are Equis Financial, Five Rings Financial, PHP Agency, World Financial Group, Family First Life, National Agents Alliance and Symmetry Financial Group. Integrity Marketing Group is listed as an others.
Does Money Smart Movement have an API?
No public API is recorded for Money Smart Movement.
What industry is Money Smart Movement in?
Money Smart Movement's product category is Life Insurance Agency Services. Its primary akta.pro industry code is FSAGAGAL, Embedded Insurance & Affinity Distribution Platforms. Its NAICS code is 5242 and its SIC code is 6411.