• MBK Beat Ep. #16 | Planning Opportunities For Unused/Forgiven PPP

  • Dec 21 2021
  • Length: 13 mins
  • Podcast

MBK Beat Ep. #16 | Planning Opportunities For Unused/Forgiven PPP

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  • Summary

  • 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!
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