The Flex Method – In Pursuit of the Perfect Investment

Read what our clients are saying about the Flex Method

“My company needed a place to put our reserve cash that would earn better than a savings account, but still provide safety and liquidity. Our new Corporate Flex Plan does just that and then some. Our key employees have much more incentive to stay as well. The company will get tax-free money back from our Flex Plan too. How many employee benefits can offer that to the employer? One of the easiest discussions I’ve ever had with the board. Completely happy.”

"What impressed me most about the Flex Method is the capability to safely produce compelling tax-free income from my initial investment. I also feel good knowing I still have access to it in an emergency. It's the perfect place to shelter my money for retirement."

“At 50 years young, Randy and I had to take a disappointing look at our retirement funds and ask ourselves if riding the markets with our 401k’s was going to cut it. The answer was no. Our retirement funds needed a shot in the arm, tax-free returns, without the ups and downs of the market. The Flex Method was the perfect answer.”

“I have been involved in alternative investments for over a decade, always looking for the best of the best. I’m in a Commercial Real Estate deal right now that has a lot of potential but locks my money up and takes a while to get anything back. It definitely has some risks too that I’m crossing my fingers on. When I saw that the Flex Method was based on sound principles and an ultra-safe asset that allowed me access to my money and compelling tax-free returns, I knew I had found a powerful alternative.”

History of the Flex Method

Excerpt from the interview...

Recent interview with Dan Thompson of Wise Money Tools talking to Kirk about how the Flex Method is able to produce double-digit, tax-free growth.

Part One

Part Two

Learn about the 5 pillars of a good investment strategy

#1 - Safety

Building on rock-solid foundations allows our clients to grow their money with confidence, tax-free.

#2 - Amplified Returns

It’s not magic, it’s math.

See for yourself.

#3 - 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?

#4 - Maintain Access: Liquidity

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?

#5 - Tax-advantaged and more...

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.

Contact us to see how the Flex Method can give you double digit growth, year after year

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.

How would you like to not have to worry about fluctuations?

Stability of the #1 Legal Domestic Tax Shelter

Stability – Modern life insurance has changed very little since the 1840’s. For over 160 years, life insurance companies have flourished through multiple global wars, unprecedented bank panics and Wall Street crashes. It is America’s #1 LEGAL domestic tax shelter used by millionaires and banks every day. Banking regulators treat life insurance cash values as a Tier 1 asset, meaning it is on par with cash and cash equivalents. Why? Because the stability and predictability of life insurance companies are unmatched in the financial world and these cash values are accessible at any time and guaranteed by the insurance companies that issue them.

While the death of any one person is impossible to predict, life insurance companies are very accurate when estimating the average lifespan of a pool of thousands of people. This means that life insurance companies can estimate what their policies may be worth over time as well as provide minimum guarantees of value.

Most of the policies that we use are not only guaranteed to not go down in value, they’re guaranteed to grow at a minimum rate and announce each year ahead of time a non-guaranteed dividend. This allows us to run an illustration that will tell us very precisely how much we will earn before the year even starts! Why would that be so exciting? Because with that information, we can know how much, if any leverage we should apply. This means we have high potential returns when applicable and under leveraged, steady modest returns when it does not. Even more simply put, we make a lot more money without losing the safety of one of the world’s safest assets.

As an instrument for investing, there are very few programs (if any) that can offer the stability and strength that the Flex Method offers.

How would knowing the outcome each year in advance help you make decisions? Sleep at night?

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?

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A system for amplifying returns of one of the world's safest assets