Permanent life insurance, when done right, shouldn’t cost money, it should make you money. Outside of the Flexmethod a whole life policy averages 4.5-5% tax-free BUT ONLY AFTER paying into it for 20 years or more. With the Flexmethod, all of that changes. Expected rates of return are typically double and the time period to reach profitability is greatly reduced, and in many cases eliminated. For this reason we don’t see the Flexmethod being a cost, but instead, a resource; just as we wouldn’t consider putting money in a savings account an expense.
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
CALCULATE YOUR FUTURE
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