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The Flexmethod® for Clients (2:00)

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"I don't want to get choked up, but if someone were to ask me before our meeting what my plan was for retirement, I would have answered 'I don't know!' Now I can say that I am optimistic about my retirement and you guys have lifted a huge weight off my shoulders — thank you."

- Mark M. Client

Financial Peace of Mind

The Flexmethod® is designed to support your income needs and bring you financial security. As part of the strategy, we utilize one of the world's safest asset classes (life insurance). Our strategy seeks to provide a rock-solid component to your financial plans so you can enjoy life and retirement without financial worry.

  • Enhanced Performance: Targeted 12% after-tax returns
  • Income Potential: Goal of producing 2-10x retirement income
  • Expert Customization: Personalized design created for your specific needs
  • Legacy: Provide generational wealth for those closest to you

"US Life — you get 10's across the board. This was such a wonderful experience, and your team took amazing care of me."

- William N. Client

Client Success Stories

We work with people just like you who are looking for a secure financial future. Every day, we build financial roadmaps tailored to you and connect you with ethical financial consultants who put your needs first.

Jane

Recently-Divorced Female, 58

Jane came to us concerned about protecting her wealth and running out of money as she begins to approach retirement. Her passion was to leave a legacy for her children, grandchildren, and church. We worked with her to customize a new policy and strategy. Now, her new estimated income provides her with complete peace of mind while knowing her loved ones and church will benefit from the policy she owns.

See More Success Stories Here

"I think you have amazing strategies, but it's the trust we've developed that stands above everything else. I truly appreciate you guys."

- John S. Family Wealth Advisor

Your Flexmethod® Team

The Flexmethod® is offered to you by US Life, one of the nation's largest and fastest growing life insurance producers. From the moment you register with us, you are given access to a team of professionals that help you through every step of the process:

  • Wealth Consultants will act as your main point of contact.
  • Case Managers guide you through the underwriting process.
  • Strategists build personalized designs specific to your needs.
  • Connections to tax specialists, RIA's, and financial planners.
Meet Your Team

"Thank you so much. You don't know what this means to me. I have needed help, and this changes everything.

- Julie F. Single Mom

Calculate Your Potential Tax-Free Income

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$
$20,000.00
Age must be between 18 and 72.
Please ensure "Number of years to begin receiving income from Flexmethod® Strategy" is 20 or less. For a more personalized plan, please speak with a Wealth Consultant.

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Flexmethod® Strategy?

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Financial solutions from dedicated professionals designed to be flexible enough to meet your unique needs.

The Stafford Corporation (“Stafford”) is a licensed insurance producer in 34 states and offers the Flexmethod® and insurance products through its licensed brokers. The Flexmethod® may include an asset-based lending strategy that uses the value of an eligible life insurance policy as collateral to generate cash flow. It may also involve coordination with your investment advisor, tax, and legal professionals. Stafford does not provide investment advisory services, securities, legal, or tax advice. Certain eligibility restrictions apply.

In connection with the Flexmethod®, Stafford may recommend the services of other professionals, including Desert Rose Capital Management, Inc., an SEC-registered investment adviser and affiliate of Stafford. This presents a conflict of interest, as Desert Rose Capital Management, Inc. may earn compensation related to the Flexmethod®.

The statements herein are aspirational and for illustrative purposes only. The suitability and results of the Flexmethod® depend on the individual policyholder’s circumstances. There are risks associated with the Flexmethod®, including market risk, interest rate risk, and loan renewal requirements. Policy guarantees and benefits are subject to the claims-paying ability and financial strength of the issuing insurance company. Coverage may expire if premiums are not paid or are insufficient. Loans and withdrawals reduce the policy’s cash surrender value and death benefit, which may affect coverage and performance. Failure to repay loans could result in default, policy lapse, or forfeiture of policy value.

While the Flexmethod® seeks to provide access to potentially tax-free withdrawals (as loans are generally not considered income), tax implications may arise if a policy is sold or surrendered. Consult your tax advisor for specific tax implications. Not all Flexmethod® solutions are available in all states or jurisdictions. For more information, consult your Flexmethod® professional and insurance agent.