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: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field
The MBK Beat
33 minutes
5 years ago
MBK BEAT: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field
It’s the first episode of the MBK Beat with Mark B. Kostrzewski from MBK and Associates Inc. Today we’re chatting about how Split-dollar plans and how many of the top college coaches around the country are using split-dollar to make tax-free income. We chat about how anyone from individuals to C-level executives can benefit from these new programs. Stay tuned for monthly tips on how you can get more tax-free income out of your life insurance policy with the MBK Beat, Western New York’s new mo...
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...
