Client Resources

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

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New Savers Form

Lightpath’s New Savers Form is an assessment tool that enables our advisors to assist you in the selection, design and purchase of a policy that meets your specific needs. Please answer the following questions to enable us to be as accurate as possible when researching investment alternatives for you. * denotes required field.

Step 1: Agent Selection

Who's the Lightpath agent or affiliate you're working with?:*

Step 2: Personal Information

Your Name:*

Email Address:*

Phone Number:*

State of Residence:*

Date of Birth:*

Occupation:*

Are you a tobacco user? NoYes

Do you have any known health issues? NoYes

If yes, please explain your health issues:

Do you take any doctor prescribed medications? NoYes

If yes, please list name, dosage, frequency, and duration that you’ve been taking:

Are you married? NoYes

If yes, what's your spouse's name:

What's your spouse's date of birth (mm/dd/yyyy)

Do you have children or dependents? NoYes

Child/Dependent 1 name:

Child/Dependent 1 date of birth (mm/dd/yyyy)

Add another: Yes

Child/Dependent 2 name:

Child/Dependent 2 date of birth (mm/dd/yyyy)

Add another: Yes

Child/Dependent 3 name:

Child/Dependent 3 date of birth (mm/dd/yyyy)

Add another: Yes

Child/Dependent 4 name:

Child/Dependent 4 date of birth (mm/dd/yyyy)

Add another: Yes

Child/Dependent 5 name:

Child/Dependent 5 date of birth (mm/dd/yyyy)

Step 3: Financial Information

Annual household income ($):*

Do you anticipate changes in income over the next 5 years?
NoYes

Please specify the reason and amount of the anticipated changes:

Monthly desired contribution amount ($):*

How many years would you like to make contributions?*

Desired amount of death benefit protection ($):*

Do you have life insurance currently? NoYes

Amount of coverage ($):

Life insurance plan: EmployerIndividualBoth

Annual premium amount ($):

Coverage type:
TermWholeLifeULIULVULOther

Year the policy was issued:

Are you currently contributing to other investment or savings vehicles? NoYes

How much are you contributing annually? ($)

Account type (check all that apply): 401kIRARoth IRASavingsMoney MarketCDOther

Do you have credit card debt or other forms of bad debt other than your home? NoYes

How much debt do you have other than your home? ($)

Specify the type of debt: