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.10 | Executive Endorsement Split Dollar Plans For Community Bank Executives
The MBK Beat
20 minutes
4 years ago
MBK Beat Ep.10 | Executive Endorsement Split Dollar Plans For Community Bank Executives
In this episode of the MBK Beat, we talk about Executive Endorsement Split-Dollar Plans for Community Bank Executives. Many times community banks struggle to recruit and retain prime quality talent, due to factors like not being able to offer stock options. We talk about how these plans work, the results for the executive, and the results for the bank. You can find more information at mbkinc.co, or always reach out and talk to Mark directly by calling 716-496-3106. Stay tuned to our next seri...
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...
