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

November 22, 2021 • Mark B. Kostrzewski • Season 1 • Episode 15

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!