Advisor Perspectives

For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable.


Leaving a Financial Legacy

Jun 13, 2017 | Video

Lightpath’s Jason Hawkins discusses the value of owning life insurance on your children. In this video, he’ll take a closer look at how a father (John) was able to provide a financial legacy by taking out an Indexed Universal Life policy on his two children. As a result, he turned a $91,080 contribution into more than $6MM in tax-free benefits over each of his children’s lifespan.