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 Podcast Ep. 3 | Long Term Care Life Insurance
The MBK Beat
27 minutes
4 years ago
MBK Beat Podcast Ep. 3 | Long Term Care Life Insurance
In this episode of the MBK Beat Podcast with Mark, we discuss Long Term Care Life Insurance. We talk about what it is, how it came to be, and why you may want to look into it. Many people don’t know that Long Term Care (LTC) can drain an estate when paying out of pocket. A “Hybrid” or “Traditional” Fixed Rate Long Term Care Insurance Policy could be a great answer. Many people leave their life insurance policy on auto-deduct, but don’t understand how much more they could be getting for themse...
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...
