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 upsid...
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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 upsid...
MBK Beat Ep. 11 | Case Example Breakdown Series | Qualified Plan & IRA Conversion Strategies
The MBK Beat
36 minutes
4 years ago
MBK Beat Ep. 11 | Case Example Breakdown Series | Qualified Plan & IRA Conversion Strategies
In the 11th episode of the MBK Beat, we introduce our first new case example breakdown! You can learn the intro to the 10 plays of the playbook by going back and listening to any of the first 10 episodes, as now we start to give real life John Doe examples of the plays. In this episode we talk about IRA Conversion Strategies to help earn you tax-efficient income at retirement. If you have a traditional IRA or Roth IRA, we have a policy that will really help by converting to enhance you...
The MBK Beat
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 upsid...
