"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.
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.
"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.
Discover the insights of The Flexmethod® Strategy in our FREE webinar: Flexmethod® 101 for Clients. Join us for an engaging deep dive and live Q&A session designed to answer all your questions!
