The Flexmethod is your client's best investment. And the AI Agent on this page is your best tool to close more deals, and grow your pipeline.

Maximizing your client's business and investment returns with The Flexmethod® is easy. Kirk, Robert, and the team have taken all the hard work out for you as you're finding out at the conference this week.

And one way they're doing that is with the AI agents in the US LIFE crm and sales systems. These AI agents can capture, follow up, nurture, and help close the leads in your pipeline right alongside you... 24-7... No holidays... No missed calls... No lost deals.

And if you're still catching up on what Flexmethod is, watch this video...

Ok, let's get back to AI and why you need to be using it!

Intelligent Investment.

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Financial Planning.

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Intelligent Budgeting.

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Financial Management Leaders & Innovators.

Meet the Founder of the Flexmethod® Strategy and Leader of the US LIFE team.

"My favorite feature of the Flexmethod® is the flexibility to adapt to changes in your life. Whether it's a new marriage, new birth, sudden loss of a loved one, job loss, or job promotion — the Flexmethod® adapts to your life and your financial situation. This solution is designed to bring financial security for our clients and their loved ones for generations."

- Kirk Stafford, President & CEO

Our Solution.

Your Future.

We work with agents across the U.S. looking for a better solution for their clients, higher commissions for themselves, and a professional team to help them achieve this.

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Individual Mentoring.

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Optimizing Income.

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Maximizing Earnings.

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Safeguarding Wealth.

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Experts in Financial Planning.

Finance

Monetary Knowledge.

Investment

Insight on Investments.

Portfolio

Tracking of Portfolio.

Planning

Strategic Forecasting.

OUR TEAM

Get Acquainted with Our Team.

Liya Kohler

Financial Planner

Tommy Vercetti

Wealth Manager

Shon Richard

Investment Advisor

Jasmin Thompson

Financial Consultant

TESTIMONIALS

Client Testimonials.

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– PAUL Gibbons –

Sr. Accountant

Let's register for planning services.

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Our Address

2929 W. Navigator Dr, STE 300
Meridian, ID 83642


800-883-4469

Mon-Fri: 9a-5p

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