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.
Grow your money with peace of mind knowing there are minimum performance guarantees.
Your personalized Flexmethod program considers your life’s financial needs while also providing for your family in the event of the unexpected.
** 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.
Finalize your Flexmethod design with your agent. This is the ‘plan’ of what products you will be moving forward with.
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.
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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*By contacting us, you may speak with a licensed insurance agent and be provided information about insurance products.