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 #4 | What is Overfunded Life Insurance? | How Can it Work For You in 2021
The MBK Beat
29 minutes
4 years ago
MBK Beat Ep #4 | What is Overfunded Life Insurance? | How Can it Work For You in 2021
If you like the show or find it valuable, tell a friend! The fourth episode of the MBK Beat focuses on what’s called Overfunded Life Insurance. We talk a bit about what it is, how it started, and where it’s going in 2021. The pandemic has changed a lot, and some of the ways that you can use Overfunded Life to your benefit have really opened up opportunities for people over 55 to make minor changes that could bring a HUGE return to your accounts. Sit back and relax and learn how to get started...
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...
