Investments
Name 2 of the Major Stock Indexes
What is the Dow, S&P 500, and Nasdaq
The acronym for Business Online Banking
What is BOB?
The purpose of Wealth Management
What is to put together a plan for retirement
The purpose of Treasury Management
What is to bring in and keep business deposit relationships?
This is the Team he plays for
Who are the Kansas City Chiefs
Historically these are safer investments
What are Bonds/Fixed Income
The automobile that Business online Banking is often referred to.
What is the Cadillac of online Banking?
This is the earliest age Social Security begins
What is age 62
Share 2 deposit capture options
What are Mobile Deposits?
What is Desktop Check Scanners?
What are Merchant Services?
This famous person came to watch him play the last 3 games
Who is Taylor Swift
Historically these offer the best opportunity for growth
What are Stocks/Equities
Share two Sales Points of Business Online Banking
What is Multiple Users with different access?
What are efficiencies in sending and receiving money via ACH?
What is linking multiple business accounts?
What is an invoicing feature?
The Maximum IRA contribution for 2023
What is $6,500 if under age 50 and $7,500 if 50 or over
The two companies that Treasury partners with for Payroll Services
Who is TMC/ADP?
Who is OnPay?
This is the name of his brother
Who is Jason Kelce
The process of having a variety of investments in a portfolio
What is Diversification
The name of the invoicing feature in Business Online Banking
What is Autobooks?
The maximum 401k contribution for 2023
What is $22,500 if under age 50 and $30,000 if 50 and over
The department that is Frontier's business banking subject matter experts
What is Treasury Management?
This is the position he plays
What is tight end
The difference between a Roth IRA and a Traditional IRA
What is to pay taxes now but not in retirement for Roth and pay no taxes now but pay taxes in retirement for Traditional
The name of the Fairy that assisted Cindermember with her online banking.
Who is Fairy BOB Mother?
The percentage of pay Dave Ramsey suggests saving for retirement
What is 15%
The people you can refer businesses to when they have business banking related questions
Who are the in Branch Business Specialists?
Who are Mindy and Kristin:)?
This is the college he attended
What is the University of Cincinnati