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.
The MBK Beat
MBK Beat Ep.13 Case Study Example Corporate Sponsorship Group Life Insurance Plan
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Mark B. Kostrzewski
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!