A Strategic Plan

For nearly a decade underlying strategy of The Flexmethod has provided countless families with the peace of mind they deserve to stop worrying and start living.


Life Insurance Core

We start with a well designed life insurance policy that has your long-term goals in mind.

A well designed life insurance policy helps enable your money to work for you benefiting from certain performance guarantees from top rated life insurance carriers.


Maximize Its Strength

Through understanding the benefits of well designed life insurance policy you can maximize its potential. Our team is here to support you through the process every step of the way.


Access to your cash when you need it.

Some financial needs are known, some are not.

Most Flexmethod strategies allow for checkbook-like access to the cash value within your life insurance policy.

Schedule a free consultation with our team of professionals today.*

Amplify your financial future.

The strategy underlying The Flexmethod provides the opportunity for your clients to achieve financial security.
Each and every family story is different. Our team of professionals designs a personalized strategy for your family. In doing so, we evaluate your current financial picture, projected capital needs, and long-term plans.
Part of what our clients love, is the flexibility The Flexmethod provides.
Together, we will build a plan that best fits your needs today and what we can see of the future, but should things change, we are not locked into stringent requirements. That flexibility, is what puts the flex into The Flexmethod.
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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.

Financial Freedom

  • Dedicated financial team, including a licensed insurance agent
  • World-class service
  • Proven track record of success
  • Free consultation
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Proven financial solutions for financial pros.

Professional Expertise

  • 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
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Grow your cash reserves risk-free.

Business Benefits

  • Checkbook access to investment
  • Helps reduce volatility
  • Dedicated internal team
  • Helps reduce tax burden

Want to talk?

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* By contacting us, you may speak with a licensed insurance agent and be provided information about insurance.