The MBK Beat

MBK Beat Ep. #16 | Planning Opportunities For Unused/Forgiven PPP

In episode 16 of the MBK Beat, Mark breaks down a working example for a 60-year-old male and we cover Planning Opportunities For Unused/Forgiven PPP. Using the money in an Index Universal Life (IUL) can be one of the safest investments you can make. The key points to take away from this podcast are PPP loan funds being available for other business and personal plan options.  Having designated funds to transfer over 5 years, along with a zero downside investment risk and significant upside potential. If you'd like to learn more or take a look at your options, please give us a call at (716) 855-1600 [https://www.google.com/search?q=mbk+and+associates&rlz=1C5CHFA_enUS964US964&oq=mbk+and+associates&aqs=chrome..69i57j46i175i199i512j0i22i30l2j69i60l3.2521j1j7&sourceid=chrome&ie=UTF-8#]! Thanks for Listening & Remember to Tell Your Colleagues! Visit https://mbkinc.co/about-mark/ to learn more about Mark Kostrzewski and how MBK Inc can help you!

MBK Beat Ep. #15 | Understanding Policy Loan Provisions | Fixed or Variable

In the latest episode of the MBK Beat, we are discussing Universal life contracts and how participating loans work, and the impact they can have on retirement income streams. Mark covers indexing strategy, which eliminates all downside risk and allows for maintaining the ability for significant upside returns.   Mark also covers the participating loan strategy, which creates a positive multiplier effect on retirement income streams. No other financial product incorporates these two features. If you'd like to learn more or take a look at your options, please give us a call at (716) 855-1600 [https://www.google.com/search?q=mbk+and+associates&rlz=1C5CHFA_enUS964US964&oq=mbk+and+associates&aqs=chrome..69i57j46i175i199i512j0i22i30l2j69i60l3.2521j1j7&sourceid=chrome&ie=UTF-8#]! Thanks for Listening & Remember to Tell Your Colleagues! Visit https://mbkinc.co/about-mark/ to learn more about Mark Kostrzewski and how MBK Inc can help you!

MBK Beat Ep. #14 | Purchasing Life Insurance Using Premium Financing

The 4th Episode of the Case Example Series Breaks Down How High Income Earners can use Premium Finance Intelligent Leverage.  We Break down Three Different Examples of How 3 Different High Income Earners could utilize premium finance to significantly enhance life insurance benefits. We talk about  * What Intelligent Leverage Is * How It Works * Who Should Consider Premium Financing  and WHY * Then We Review the 3 Different John Doe Examples to help demonstrate the process and benefits. If you'd like to learn more, or take a look at your options, please give us a call at (716) 855-1600 [https://www.google.com/search?q=mbk+and+associates&rlz=1C5CHFA_enUS964US964&oq=mbk+and+associates&aqs=chrome..69i57j46i175i199i512j0i22i30l2j69i60l3.2521j1j7&sourceid=chrome&ie=UTF-8#]! Thanks for Listening & Remember to Tell Your Colleagues! If you're making money, you want to get your situation in a position where it maximizes your Tax Efficiency!

MBK Beat Ep.13 Case Study Example Corporate Sponsorship Group Life Insurance Plan

Our 3rd installation of the Case Study Example series, we talk about how Business Owners can benefit, along with selected high level employees, by generating tax-free income at retirement. With a few key details along the way, learn how by funding a policy for merely 5 years can lead to significant vested income at retirement.  Mark walks you through the way it all breaks down, by telling you the nuts and bolts of how it works, and then he'll go through a working example where you can view on YouTube- all associated demonstrations and charts. Please call 716-496-3106 to talk to Mark about how you can get involved and start earning tomorrow, today. Remember you can always learn more at mbkinc.co!

MBK Beat Ep #12 | Case Example Executive Endorsement Split $ Plans for Community Bank Executives

On the 2nd edition of the Case Study Example series, we break down in further detail the Executive Split-Dollar Plan for Community Banks. You can find more info to introduce the approach in episode 10. We break down the issues facing Community Banks, and how they struggle to provide competitive packages for high-level talent. We walk through the typical arrangement and the problems with non-qualified deferred compensation and go over the incentives that are possible with this plan. Watch and listen as Mark walks the viewer through every step of the way, breaking down a real-life case study example, and demonstrates exactly why this program is perfect for your Community Bank Board and C-Level recruiting and retention.