You’re booked and confirmed for your Everest Wealth Protocol call.

What this is

The Everest Wealth Protocol™ is a protection-first wealth philosophy and system: build an unshakable foundation, keep liquidity and control, grow steadily, spend confidently in retirement, and pass on a tax-efficient legacy.

What we’ll cover in your exploration call

Your picture today: income, savings rhythm, debt/liquidity, key risks.

Your priorities: family protection, optionality (access to cash), growth comfort, retirement income, legacy intent.

The Protocol at a glance:

  1. Protection First (day-one death benefit + guaranteed cash value growth)

  2. Liquidity & Control (access via loans/withdrawals)

  3. Strategic Growth (steady, bond-plus profile; compounding while collateralized)

  4. Permission to Spend (reduce sequence risk; spend 25–100% more with confidence)

  5. Multigenerational Legacy (efficient, tax-advantaged transfer)

  • Fit check: does a protection-first approach match your risk tolerance and timeline?

  • Next steps: simple, transparent options (or a clear “not now,” if that’s the answer).

Who this is for

Ambitious men and families who value certainty, control, and legacy.

Builders who prefer simple systems that compound over “hot tips.”

Anyone wanting optionality (access to capital without asking a bank).

This is not for

  • “Get-rich-quick” seekers, meme-stock gamblers, or anyone unwilling to build habits.

  • People looking for tax/legal advice beyond general education.

What you’ll leave with

  • A one-page Wealth Snapshot (current state + gaps)

  • A plain-English Protection-First Game Plan (first 1–3 moves)

  • Clarity on whether to proceed (and exactly how)

What to bring (optional but helpful)

  • Current monthly saving amount and emergency cash on hand

  • Ballpark of life/disability coverage, if any

  • Top 1–2 financial worries + top 1–2 goals (e.g., college, home, retirement income)

For now all you have to do is:

👉 Check your inbox for the Zoom link and reminder details.

⚡ Hope you’re as pumped. Looking forward to our conversation.

– Adam Shuty

Founder, Everest Longevity