• MBK Beat Ep. #15 | Understanding Policy Loan Provisions | Fixed or Variable

  • Nov 22 2021
  • Length: 19 mins
  • Podcast

MBK Beat Ep. #15 | Understanding Policy Loan Provisions | Fixed or Variable

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  • Summary

  •  In the latest episode of the MBK Beat, we are discussing Universal life contracts and how participating loans work, and the impact they can have on retirement income streams. Mark covers indexing strategy, which eliminates all downside risk and allows for maintaining the ability for significant upside returns.
     
    Mark also covers the participating loan strategy, which creates a positive multiplier effect on retirement income streams. No other financial product incorporates these two features.

    If you'd like to learn more or take a look at your options, please give us a call at (716) 855-1600! Thanks for Listening & Remember to Tell Your Colleagues! Visit https://mbkinc.co/about-mark/ to learn more about Mark Kostrzewski and how MBK Inc can help you!
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