Join us May 14-16, 2025 for our 2nd annual agent training conference — hosted in the heart of scenic downtown Boise, ID.
A financial solution that is uniquely built… for you
- Financial Security — Create a Paycheck for Yourself
- One of the World's Safest Asset Classes
- Flexible — Adapts to Your Life Changes
- Often Includes Investments, Insurance, Taxes
- Create Generational Wealth
"I've found my forever strategy. I will use the Flexmethod® Strategy for my clients until the day I retire!"
- Richard C. Financial Advisor, Agent
Welcome to the
Flexmethod® Strategy
"My favorite feature of the Flexmethod® is the flexibility to adapt to changes in your life. Whether it's a new marriage, new birth, sudden loss of a loved one, job loss, or job promotion — the Flexmethod® adapts to your life and your financial situation. This solution is designed to bring financial security for our clients and their loved ones for generations."
- Kirk Stafford President & CEO
Kirk Stafford
Founder & CEO
"This is exactly what we've been looking for — to remove the headaches and make our lives simple. I need someone I can trust with taxes, investments, insurance, and income. I'm glad we found you guys."
- Derek D. Recently sold his business.
What is the Flexmethod®?
The Flexmethod® is a financial solution that often combines investments, taxes, and life insurance to help our clients enjoy peace of mind. The #1 financial concern for Americans is running out of money in retirement. The Flexmethod® is built to address this concern head-on.
- Targeted 12% After-Tax Returns for Clients
- Goal of Producing 2-10x Retirement Income
- Lifelong Financial Partnership
- Protection: Minimum Performance Guarantees
"I want to know why you guys aren't on CNBC's Squawk Box with this strategy? This is what America needs to hear."
- John M. Financial Advisor, 30 years
Is the Flexmethod® a Good Fit for You?
1
Can I pay my monthly mortgage with the Flexmethod®?
It depends. The answer in many cases is, "YES!" We will build a personalized design for you that shows how this strategy could help pay your monthly mortgage, either in full or in part, depending on your situation. Contact us today to develop a plan tailored to help address your needs.
2
My biggest fear is running out of money in retirement. Can you help?
Absolutely. You share the #1 financial concern of most Americans. We provide a conservative strategy that could help put your mind at ease – personalized to your specific needs. One important area where we differ from many financial advisors, agents, and strategies is our focus on helping you build a supplemental retirement income. While many advisors and agents show you how to save and grow money, few help you build a solid income strategy like we do. Additionally, with the Flexmethod® you will create a legacy for your loved ones and provide a level of financial protection for them.
3
I am a single, divorced parent and trying to get back on my feet. Can the Flexmethod® help?
Definitely. We have helped many people in your situation work toward financial stability and long-term success. We consider your entire situation (the good and difficult parts) and present you with financial guidance to help you move forward.
4
I am retired with money in a 401k, and I'm concerned about large tax bills when I take my money out. What should I do?
Speak with us. We offer a unique strategy designed to help you access your funds in a tax-efficient manner while aiming to grow your savings. We partner with tax professionals, investment advisors, and insurance experts who work together to help you create a plan tailored to your specific needs. Let us connect you with a Flexmethod® Wealth Consultant to discuss this strategy today.
I am...
Yes
No
- Seeking Security and High Income
- An Individual or Couple
- Short-Term, Market Timer Mindset
- Looking for Help with Taxes, Investments, and Insurance
- Long-Term Mindset
- Poor Health
- Looking for Financial Guidance
- A Business Owner
- Over 75-years-old
- Looking to Create Generational Wealth
- X
- X
- X
- X
- X
- X
- X
- X
- X
- X
- X
- Options Available
- X
- X
- X
- X
- X
- Options Available
- X
- X
Is the Flexmethod® a Good Fit for You?
Yes, if you are...
- Seeking Security and High Income
- An Individual or Couple
- Looking for Help with Taxes, Investments, and Insurance
- Long-Term Mindset
- Looking for Financial Guidance
- A Business Owner
- Looking to Create Generational Wealth
No, if you are...
- Short-Term, Market Timer Mindset
- In Poor Health - Options Available
- Over 75-years-old - Options Available
1
Can I pay my monthly mortgage with the Flexmethod®?
It depends. The answer in many cases is, "YES!" We will build a personalized design for you that shows how this strategy could help pay your monthly mortgage, either in full or in part, depending on your situation. Contact us today to develop a plan tailored to help address your needs.
2
My biggest fear is running out of money in retirement. Can you help?
Absolutely. You share the #1 financial concern of most Americans. We provide a conservative strategy that could help put your mind at ease – personalized to your specific needs. One important area where we differ from many financial advisors, agents, and strategies is our focus on helping you build a supplemental retirement income. While many advisors and agents show you how to save and grow money, few help you build a solid income strategy like we do. Additionally, with the Flexmethod® you will create a legacy for your loved ones and provide a level of financial protection for them.
3
I am a single, divorced parent and trying to get back on my feet. Can the Flexmethod® help?
Definitely. We have helped many people in your situation work toward financial stability and long-term success. We consider your entire situation (the good and difficult parts) and present you with financial guidance to help you move forward.
4
I am retired with money in a 401k, and I'm concerned about large tax bills when I take my money out. What should I do?
Speak with us. We offer a unique strategy designed to help you access your funds in a tax-efficient manner while aiming to grow your savings. We partner with tax professionals, investment advisors, and insurance experts who work together to help you create a plan tailored to your specific needs. Let us connect you with a Flexmethod® Wealth Consultant to discuss this strategy today.
"This strategy has done exactly what you said it would. We could not be happier."
- Mona C. Client
Nathan Stoddard
VP, Senior Wealth Consultant
Meet Our Dedicated Team
- 250+ Years of Collective Experience
- ~3,000 Client Policies
- More than $3 Billion in Death Benefit Provided
- Top 5 Insurance Producer in the U.S.
- Client Retention Rate: 99.5%
- 300+ Active Agents Across the U.S.
Mausmi Pala
Chief Compliance Officer
Sherika Ralliford
Wealth Manager
Brook DeVincenzi
Senior Wealth Consultant
Michele Nissen
Senior Case Manager
Breelle Berrett
Loan Processor
John Carter
Senior Vice President
Nathan Stoddard
VP, Senior Wealth Consultant
Mausmi Pala
Chief Compliance Officer
Sherika Ralliford
Wealth Manager
Brook DeVincenzi
Senior Wealth Consultant
Michele Nissen
Senior Case Manager
Breelle Berrett
Loan Processor
John Carter
Senior Vice President
Meet Our Dedicated Team
- 250+ Years of Collective Experience
- ~3,000 Client Policies
- More than $3 Billion in Death Benefit Provided
- Top 5 Insurance Producer in the U.S.
- Client Retention Rate: 99.5%
- 300+ Active Agents Across the U.S.
"This is an absolute no-brainer. I am so grateful we spoke. For the first time since I thought about selling my practice, I will be able to sleep well tonight."
- Jacob L. Dentist
Calculate Your Potential Tax-Free Income
Schedule an Appointment with One of Our
US Life Wealth Consultants Today!
“I had a very concentrated portfolio. After I learned about the Flexmethod®, I spent a couple of months doing due diligence. Fair to say, they will also upend everything you think you know about life insurance and financial strategies in general. Combining the Flexmethod® with your other assets offers the potential to supercharge your financial future. Most importantly, the team is patient and honorable. They deliver great client service.”
“I have a diverse portfolio of assets which includes real estate, traditional investments (IRA, brokerage, etc) as well as various businesses - what I love about the Flexmethod® is the stability and future planning which happens on an accelerated timeline.”
“We're still in the process, but after the plan is in place and everything is organized, we'll be happy to have more funds available. I recommend the Flexmethod® to others because when done right, it can't be beat. The Flexmethod® takes time to get in place and is a bit frustrating here and there, but in the end should be more than worth the effort.”
“I had a very concentrated portfolio. After I learned about The Flexmethod®, I spent a couple of months doing due diligence. Fair to say, they will also upend everything you think you know about life insurance and financial strategies in general. Combining the Flexmethod® with your other assets offers the potential to supercharge your financial future. Most importantly, the team is patient and honorable. They deliver great client service.”
– Josh Trutt, MD
– Josh Trutt, MD
“I have a diverse portfolio of assets which includes real estate, traditional investments (IRA, brokerage, etc) as well as various businesses - what I love about the Flexmethod® is the stability and future planning which happens on an accelerated timeline.”
– Yale Goldberg, PopID, Founder
– Yale Goldberg, PopID, Founder
“We're still in the process, but after the plan is in place and everything is organized, we'll be happy to have more funds available. I recommend The Flexmethod® to others because when done right, it can't be beat. The Flexmethod® takes time to get in place and is a bit frustrating here and there, but in the end should be more than worth the effort.”
–Nich H.
–Nich H.
"I found my forever strategy. I am going to use The Flexmethod® until the day I retire."
–Richard, Flexmethod® Agent
–Richard, Flexmethod® Agent
“I want to know why you guys aren’t on (CNBC’s) Squawk Box with this strategy? This is what America needs to hear.”
– [Advisor] with 30 years of experience
– [Advisor] with 30 years of experience
“I was literally just reading on how to enhance a policy with a strategy like this – and now I see you have already done it! Wow. Thank you!”
– [Flexmethod® Agent] with 3 decades of experience
– [Flexmethod® Agent] with 3 decades of experience
“I think you have 2 incredible products, but it’s the trust that we’ve developed that stands above everything else. I really appreciate you guys.”
– [Advisor, Family Wealth]
– [Advisor, Family Wealth]
“I was going to spend $10 million buying an apartment complex. The Flexmethod® can provide the same passive income without the headaches and hassles of owning an apartment building. But if I still want to own the building down the road, I will do it via the Flexmethod®. I’m in.”
– [CEO]
– [CEO]
“I know dozens of business owners who want this (Corporate Flex®). What’s the downside? The owners get to attract and keep great employees, who get a phenomenal benefit, and the business owner can get paid back in full for this benefit they’re offering.”
– [RIA Firm Principal]
– [RIA Firm Principal]
“Why would anybody say no to The Flexmethod® No I’m serious, why would anybody?”
– [Flexmethod® Agent]
– [Flexmethod® Agent]
“Wow, so I can literally be making money while I sleep?”
– [Flexmethod® Client]
– [Flexmethod® Client]
“Wait… can I do more than 40K? Great. I want to do 400k, when can we get started on the paperwork?”
– [Anonymous]
– [Anonymous]
“If you keep sending me emails like this, you’re going to become my new favorite person!”
– MiKenna (Commission Dept.) , after sharing his next payment amount with a breakdown
– MiKenna (Commission Dept.) , after sharing his next payment amount with a breakdown
“This is exactly what we’ve been looking for – to remove the headaches and make our lives simple. I need someone I can trust with taxes, investments, income and financial planning. I’m glad we found the Flexmethod® team”
– [Flexmethod® Client] selling his business for $250 million]
– [Flexmethod® Client] selling his business for $250 million]
“We love your company! I enjoyed talking one on one with Kirk. Great guy! The guys I brought with me are so excited to get going and I’m going to keep clients coming!”
– [Flexmethod® Agent]
– [Flexmethod® Agent]
“I really like what the Flexmethod® is doing. It satisfies a niche that nobody is covering.”
– [Flexmethod® Agent ]
– [Flexmethod® Agent ]
“The Flexmethod® is a no-brainer. I want to think about it a little more, but the more I think about it, I run the numbers and go through various scenarios – this keeps coming back to me as a no-brainer.”
– [Flexmethod® Client]
– [Flexmethod® Client]
“You guys are revolutionizing the industry, you know that don’t you? I’ve been in this business for decades and you’ve put the pieces together. I love this and I still can’t believe it’s been done.”
– [Anonymous]
– [Anonymous]
“This is amazing. It’s exactly what my clients need. The three of us – we are a team now. Partners. This will bring us so much credibility and strength to how my clients perceive me. I love it.”
–[Flexmethod® Agent]
–[Flexmethod® Agent]
