The process
The third meeting in our process
What is the strategy meeting
Grows tax free
Cash Value
Missing from the Website
Ben B.
Number of members on our team
21
Still being installed
Tyler's solar pannels
Agenda moving forward
What is the financial blueprint
Maximum protection amount
Human life value
"Wealth" first known use
13th Century
2
Breaks even 15 years from now
To have optimal LTD protection
Employer + Supplemental = or > 80% of total income
Maximum benefit to apply for without medical exam
$3,000,000
Office phone number
(212)701-7900
Who went to which College's in Ohio
Ben N. Miami of Ohio
Ben B. Denison
Witt Ohio state
Ben B's old Cat
Who is Keefe. RIP
Prosperian wealth management advisory fee schedule in its entirety
$0-$250k - .80%
$250k-$500k - .70%
$500k-$1,000,000 -60%
$1m- $5m - .50%
Over $5mm - negotiable
Whole life health ratings from best to worse
PPNT, PNT, Non-Smoker, Standard, Rated
Month of our last blog. (Exact date for brownie points)
8/11/2022
Who was hired during covid
Liam and Brett
Jon's writing code
00075995
Exact 8 items of structural integrity (in order)
Savings rate, True liquidity, Debt structure, Defined investment strategy, Life insurance, Income Replacement, Liability Protection, Wills & Trusts
Last 5 Illustration Columns titles. (The first 5 from the right)
Net after tax outlay, Cumulative net after tax outlay, Cash value of all adds, net cash value, net death benefit
7 Core services we offer
What is the Prosperian Logo
Fig Tree
New York City has how many miles of subway tracks. (Within 15 miles)
665