MBK Beat Ep. #6 | The Trifecta Executive Plan Artwork

The MBK Beat

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.

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The MBK Beat

MBK Beat Ep. #6 | The Trifecta Executive Plan

March 16, 2021 • Mark B. Kostrzewski • Season 1 • Episode 6

On the 6th episode of the MBK Beat with Mark Kostrewski we talk about the “Executive Trifecta” Plan. This plan is not something everybody knows about but can be extremely beneficial for both a company, and its high-level executives. Many times we think about insuring property, but what about people? To ensure the Golden Goose that Lays the Golden Eggs is certainly a vital part of any successful business. Recruiting and retaining talent isn’t easy, but these plans can help. Listen in and find out more about how an Executive Trifecta Plan could work for you or someone you know! We are dedicated to providing content that is helpful and adds value to your situation. Remember to subscribe and if you ever want to chat, feel free to call 716-855-1600 or visit mbkinc.co