The MBK Beat

By: Mark B. Kostrzewski
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  • Summary

  • Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.
    © 2024 The MBK Beat
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Economics Personal Finance
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Episodes
  • MBK Beat Ep. #16 | Planning Opportunities For Unused/Forgiven PPP

    MBK Beat Ep. #16 | Planning Opportunities For Unused/Forgiven PPP
    Dec 21 2021

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

    MBK Beat Ep. #15 | Understanding Policy Loan Provisions | Fixed or Variable
    Nov 22 2021

     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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    19 mins
  • MBK Beat Ep. #14 | Purchasing Life Insurance Using Premium Financing

    MBK Beat Ep. #14 | Purchasing Life Insurance Using Premium Financing
    Oct 21 2021

    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!
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    21 mins

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