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.

Podcasting since 2020 • 16 episodes

The MBK Beat

Latest Episodes

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

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 ...

December 21, 2021 • Season 1 • Episode 16 • 13:00

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

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 ri...

November 22, 2021 • Season 1 • Episode 15 • 19:24

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

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 financ...

October 21, 2021 • 21:15

MBK Beat Ep.13 Case Study Example Corporate Sponsorship Group Life Insurance Plan

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 fund...

September 22, 2021 • 20:03

MBK Beat Ep #12 | Case Example Executive Endorsement Split $ Plans for Community Bank Executives

On the 2nd edition of the Case Study Example series, we break down in further detail the Executive Split-Dollar Plan for Community Banks. You can find more info to introduce the approach in episode 10. We break down the issues facing Community ...

August 30, 2021 • 22:45

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