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...
On the 6th episode of the MBK Beat with Mark Kostrewski we talk about the “Executive Trifecta” Plan. This plan is not something everybody knows about but can be extremely beneficial for both a company, and its high-level executives. Many times we think about insuring property, but what about people? To ensure the Golden Goose that Lays the Golden Eggs is certainly a vital part of any successful business. Recruiting and retaining talent isn’t easy, but these plans can help. Listen in and find ...
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...
