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

Your Name:*

Your Email Address:*

Your Phone Number:*

Your State of Residence:*

Your Date of Birth:*

Your Gender:*

Your Zip Code:*

Owner's Family Information

Your Marital Status:*

Insured Details

Will you be the insured on the policy?
NoYes

Your Expected Health Rating:

Insured Name:
Insured Expected Health Rating:

Insured Date of Birth:
Insured Gender:

Owner Financial Details

Starting Contribution Amount ($30K minimum):*

Your Annual Income ($):*

Total Household Net Worth ($):*

At what age would you like to begin receiving income?*

Do you own any existing cash value life insurance policies?
NoYes

If yes, what life insurance carrier issued your policy?

What is the cash surrender value of your policy? ($)

Advisor Name

Who is the advisor that introduced you to the Flex Method?*

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

Client Resources

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Request a Personalized Flex Method Design