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. 8: Corporate Sponsored Group Life Insurance | MBK Beat Life Insurance Podcast
The MBK Beat
34 minutes
4 years ago
MBK Beat Ep. 8: Corporate Sponsored Group Life Insurance | MBK Beat Life Insurance Podcast
On the 8th episode of the MBK Beat, we talk about the benefits and key factors of Group Sponsored Group Life Insurance. We open up with the basics and introduce who we are talking directly to on this episode. Companies and professionals that are looking to take advantage of these tax-efficient benefits can learn if they are the right fit, and what they can do to get started. Group Life Insurance unlike 401K or other benefits packages have significant opportunities that can help mitigate issue...
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...
