Go beyond typical life insurance. Go beyond the classic 401(k) plan. Go beyond an expensive rewards program that still hasn’t done anything for your turnover worries. Go beyond the expected. Go with a Flex&Soar solution to provide benefits to your key employees, for your business, and also for you and your family.
Achieve Business Objectives
Retain Key
Employees
Improve
Cash Flow
Plan for
The Future
Grow Your
Money Securely
With a Flex&Soar solution, your business has a valuable asset that can enable growth, security, and flexibility.
In addition to helping you recruit and retain key employees and serving as a rainy-day fund, Flex&Soar can provide capital or serve as collateral for investing in growth opportunities.
And because it grows at a significantly stronger rate than a typical checking or savings account, Flex&Soar can actually add to your bottom line.
When offering your top employees this unique benefit, business owners like you possess great flexibility in how you implement the solution.
You provide employees with a life insurance policy – a permanent death benefit; however, unlike most insurance or benefits, you do not need to offer Flex&Soar to every team member, nor are you required to fund each policy equally.
Additionally, you can shape your Flex&Soar solution to best meet the specific needs of your company and your employees – providing the potential for long-term care insurance, supplemental retirement income, life insurance options in the future, additional benefits through a vesting schedule or deferred compensation plan, and sign-on bonuses.
With Flex&Soar, business owners like you grow your money.
In fact, the money your company invests grows significantly faster than a typical savings account or other conservative investments. Plus, the asset grows tax-free.
As a business owner, when you offer Flex&Soar to key employees, you can open a life insurance policy for yourself as well, receiving all the same benefits as your team… and in most cases, even more.
Historically, companies had to choose between liquidity, growth, and security. But with Flex&Soar, you can have all three.
Flex&Soar ensures you have easy access to a reliably growing fund that can help you with unexpected expenses and opportunities.
Plus, because Flex&Soar is basically a collection of life insurance policies, banks will often lend Flex&Soar holders nearly dollar-for-dollar to the full value of the account, or business owners like you can borrow from the policy itself, choosing the option that is most cost beneficial.
With Flex&Soar, you and your key employees are well-positioned for the future.
Every employee included in the Flex&Soar program receives a life insurance policy that includes a permanent death benefit that continues after their time with the company (once they are fully vested in the program).
And if you purchase a policy for yourself, you also will have a death benefit to support your beneficiaries. Plus, you can use the growing asset to augment your own retirement income.
Moreover, with Flex&Soar, you have a growing asset that can better position the company and the owners for the possibility of a future sale of the company.
Flex&Soar is a highly customizable cash-management strategy that uses a permanent life insurance product that enables established businesses to use existing cash reserves to secure employee benefits, gain higher returns, and accumulate tax-free business income.
Used by a wide variety of organizations across the country, the Flex&Soar strategy optimizes revenue and expenses for the benefit of the business, the employees, and the business owners.
“Three benefits of Flex&Soar for my small business include: (1) its element of access to money, (2) growth, depending on premiums, even in a downward market, and (3) how it provides a long-term life insurance benefit for my employees and me… no need for other life insurance.”
— Marta Ostler
(Owner of Purpose Physical Therapy, Sheridan, WY)
Every Flex&Soar solution is unique, so the exact benefits and performance of yours will vary. But, to give you an idea of how Flex&Soar can work for you, your team, and your organization, here’s a practical scenario:
For every $100,000 of reserves reallocated into your Flex&Soar plan, you can potentially unlock:
Plus, these reserves will remain accessible for ordinary business expenses, much like a typical business savings or checking account.
*IMPORTANT: The projections or other information generated by Flex&Soar and/or Eagle Financial Solutions regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.
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