Policy loans from the insurance company and many banks do not have any recourse on anything other than the policy itself. The Flexmethod only uses existing policy values when financing is used and at safe loan to value ratios. This means you always have the money to repay any loans at any time you want to repay them.
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
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- 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