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 upside potential.

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!

 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!

The 4th Episode of the Case Example Series Breaks Down How High Income Earners can use Premium Finance Intelligent Leverage. 

We Break down Three Different Examples of How 3 Different High Income Earners could utilize premium finance to significantly enhance life insurance benefits.

We talk about 

• What Intelligent Leverage Is
• How It Works
• Who Should Consider Premium Financing  and WHY
• Then We Review the 3 Different John Doe Examples to help demonstrate the process and benefits.

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! If you're making money, you want to get your situation in a position where it maximizes your Tax Efficiency!

Our 3rd installation of the Case Study Example series, we talk about how Business Owners can benefit, along with selected high level employees, by generating tax-free income at retirement. With a few key details along the way, learn how by funding a policy for merely 5 years can lead to significant vested income at retirement. 

Mark walks you through the way it all breaks down, by telling you the nuts and bolts of how it works, and then he'll go through a working example where you can view on YouTube- all associated demonstrations and charts. Please call 716-496-3106 to talk to Mark about how you can get involved and start earning tomorrow, today.

Remember you can always learn more at mbkinc.co!

On the 2nd edition of the Case Study Example series, we break down in further detail the Executive Split-Dollar Plan for Community Banks. You can find more info to introduce the approach in episode 10. We break down the issues facing Community Banks, and how they struggle to provide competitive packages for high-level talent. We walk through the typical arrangement and the problems with non-qualified deferred compensation and go over the incentives that are possible with this plan. Watch and listen as Mark walks the viewer through every step of the way, breaking down a real-life case study example, and demonstrates exactly why this program is perfect for your Community Bank Board and C-Level recruiting and retention.

In the 11th episode of the MBK Beat, we introduce our first new case example breakdown! You can learn the intro to the 10 plays of the playbook by going back and listening to any of the first 10 episodes, as now we start to give real life John Doe examples of the plays. 

In this episode we talk about IRA Conversion Strategies to help earn you tax-efficient income at retirement. If you have a traditional IRA or Roth IRA, we have a policy that will really help by converting to enhance your returns. 

Hear Mark breakdown every step of the program, and be sure to check out the video on YouTube to see everything Mark is demonstrating!

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 series where we will take all of these introductions to the playbook, and break down specific case examples that will help you better understand how they work!

In this episode, we talk about the impending changes that we anticipate seeing through legislation and changes to taxes. We cover some of the monumental changes you can expect to see, and what you can do to be prepared. We also walk through a few examples and useful strategies to help you avoid being hurt by the upcoming changes to federal taxes. Stay tuned to the MBK BEAT podcast for more and more useful information on tax-efficient planning strategies for individuals, professionals, and business owners. Visit https://mbkinc.co/ to learn more.