What Flex Does For You

The Plan You Want, The Future They Deserve
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Passive Income

The Flexmethod strategy is designed to support your income needs as you age. Many strategies allow for checkbook access to your money without any early access fees.

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Protection

Grow your money with peace of mind knowing there are minimum performance guarantees.

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Legacy Benefits

Your personalized Flexmethod program considers your life’s financial needs while also providing for your family in the event of the unexpected.

Your estimated annual tax-free income potential:

$

Your up front,
contribution.
Your Current Age:
Years Old
Your Target Retirement Age:
Years Old
Potential Annual Income

$__,___

First Contribution vs. Total Estimated Value

$12,000

vs.

$__,___

Your Flexmethod Potential:**

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Your out-of-pocket cash:

$—,—-

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Est. total retirement income:
(tax-free, through age 90)

$—,—-

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Estimated initial death benefit:

$—,—-

** For Illustrative Purposes Only: All results from tools created by Stafford regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual potential results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included, would have had a negative effect on the annual returns. You should always consult a qualified tax professional regarding any potential tax implications. There are risks associated with the Flexmethod that you should consider and discuss with your Stafford representative and other financial professionals, including, but not limited to, market risk, interest rate risk, and additional loan renewal requirements.

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Let's Get Started

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Lock In Your Design

Finalize your Flexmethod design with your agent. This is the ‘plan’ of what products you will be moving forward with.

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Submit To Underwriting

Your finalized Flexmethod plan will be submitted to underwriting at the life insurance carrier, some clients may have to schedule a free-of-charge at home physical.

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Fund Your First Years Premium

Once your policy is approved by the carrier, you will fund the first years premium directly to the carrier to establish your policy as ‘in-force’.

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Client Support

Monday - Friday, 9am-5pm MST

+1 (800) 883-4469 *

support@theflexmethod.com

We do observe most Federal Holidays and strive to return your inquiry within 24 business hours

*By contacting us, you may speak with a licensed insurance agent and be provided information about insurance products.