5 Pillars of a Good Investment Strategy

Safety
Building on rock-solid foundations allows our clients to grow their money with confidence, tax-free. Watch our YouTube video by clicking the button below.
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Amplified Returns
It's not magic, it's math. Click the link below to watch our YouTube video on how you can amplify your returns over 12% for your retirement.
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Flexibility
The Flex Method is, flexible-- we use a step-by-step process designed to amplify the growth, income and protections of insurance policies.We call it the Flex Method because it is a strategy that has the ability to use leverage when it is beneficial but is easily adaptable enough to remove the leverage as soon as it is not.We build these policies so that they can stand on their own if financing is never utilized but can be leveraged when conditions are right. This is a unique characteristic of the Flex Method and one of the most compelling.Wouldn’t it be nice to not be locked into a strategy that is unable to adapt to market changes? How does the flexibility feature affect your peace of mind?
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Always Accesible
Accessibility - “Liquidity” in investment terms, knowing that your money is available whenever you need it, is a big deal.It gives you the flexibility to adapt and adjust to life’s twists and turns. It allows you to take advantage of better opportunities when they arise. Liquidity prevents an urgent need for cash from becoming a disaster of forced selling at unfavorable prices.Liquidity is always wanted, but when it’s paramount, even temporary fluctuations in value can cause you to lose money if the need comes at just the wrong time.How would you like to be able to access your money at any time, but still get great returns? What would that allow you to do with your cash reserves? The money that is in between projects?
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Ultimate Tax Advantages
While we see tremendous opportunity for strong cash value performance, the reality is that cash values are only one component of life insurance.The most important benefit of life insurance is the protection for your loved ones and charities. The Flex Method helps make those protections not only affordable, but scalable. We see a much more compelling reason for people to use life insurance for what it provides for them while they’re alive, in addition to the very meaningful things that they are able to accomplish when their time finally comes to an end.No other asset is worth significantly more when the owner dies. Other benefits regarding taxes, income and estate planning may each be significant as well.
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Eliminate Volatility

Volatility – Fluctuations in the value of your investments doesn’t just create heartburn. Volatility is a sure recipe for poor emotional decisions. One response is to try and time the fluctuations, hoping to make more from what seems to be a somewhat predictable up and down movement. Unfortunately, like a casino, more lose than win. Those that do win end up becoming overconfident, develop a taste for the excitement and eventually they end up making less. Timing the markets is a losing game.

Would you like to not worry about market volitility?

Provide a legacy for your family and earn tax-free retirement income.

In pursuit of the perfect investment, we've discovered the power of pairing banking principles that have been used for centuries with the #1 Legal Domestic Tax Shelter used by banks and millionaires into a powerful strategy for producing tax-free income. Learn how you can provide a legacy for your family and tax-free retirement income.

Do you want help providing for your family into retirement and providing tax-free income?