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

All Episodes

The MBK Beat

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

December 21, 2021 • Mark B. Kostrzewski • Season 1 • Episode 16

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!