Client Resources

Lightpath Wealth Management utilizes many fact-finding tools to gather information from clients before recommending and implementing different financial solutions.

Request a Personalized Flex Method Design

The Flex Method is a powerful, time-tested investment strategy combining age-old banking principles backed by low-risk “Tier 1” assets. The Flex Method is capable of double-digit, tax-free* returns that are accessible when you need it, customizable to your needs, and typically contractually bound to not lose money.

Lightpath Wealth Management is proud to be an authorized advisor offering the Flex Method investment strategy to clients nationwide. To request a free, no-obligation Flex Method design, please complete the form below and our staff will research the best investment options and provide you with growth and income projections. All information will be kept secure and confidential. * denotes required field.

    Owner Profile Information

    Owner's Family Information

    Insured Details

    Will you be the insured on the policy?

    Owner Financial Details

    Do you own any existing cash value life insurance policies?

    Advisor Name

    A Flex Method design is not an offer, contract, or promise of future policy performance. Actual policy values may be more or less favorable than the values shown. Coverage is subject to the terms and conditions of the policy. The assumptions on which this illustration summary is based are subject to change on an annual basis.

    *Gains inside of life insurance are tax-free unless you surrender your policy