Consumer debt and living beyond one’s means are never good. Leverage (financing) must always be used with extreme caution and is not advisable with most investments. With the Flexmethod, we are always debt neutral, meaning we always have more value in the policy than debt owed. We use financing only when we see very safe and appropriate opportunities and maintain the ability to eliminate the financing at any time if no longer desired. The Flexmethod is not dependent on financing.
Financial Solutions to Help Meet Your Needs
Our team is standing by to put decades of experience to work for you.
Tax-free passive retirement income.
- Dedicated financial team, including a licensed insurance agent
- World-class service
- Proven track record of success
- Free consultation
Proven financial solutions for financial pros.
- Help extend your financial offerings
- Help maximize client outcomes
- On call professional support
- On going service managed for you
- Dedicated internal team, including a licensed insurance agent
Grow your cash reserves risk-free.
- Checkbook access to investment
- Helps reduce volatility
- Dedicated internal team
- Helps reduce tax burden