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.
Episodes
16 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 ...
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Season 1
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Episode 16
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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...
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Season 1
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Episode 15
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19:24
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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...
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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...
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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 ...
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22:45
MBK Beat Ep. 11 | Case Example Breakdown Series | Qualified Plan & IRA Conversion Strategies
In the 11th episode of the MBK Beat, we introduce our first new case example breakdown! You can learn the intro to the 10 plays of the playbook by going back and listening to any of the first 10 episodes, as now we start to give real life John ...
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36:33
MBK Beat Ep.10 | Executive Endorsement Split Dollar Plans For Community Bank Executives
In this episode of the MBK Beat, we talk about Executive Endorsement Split-Dollar Plans for Community Bank Executives. Many times community banks struggle to recruit and retain prime quality talent, due to factors like not being able to offer s...
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Season 1
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Episode 10
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20:55
MBK BEAT Ep. 9 | Preparing for the Tax Tsunami | Tax Efficient Strategies
In this episode, we talk about the impending changes that we anticipate seeing through legislation and changes to taxes. We cover some of the monumental changes you can expect to see, and what you can do to be prepared. We also walk through a f...
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Season 1
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Episode 9
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25:22
MBK Beat Ep. 8: Corporate Sponsored Group Life Insurance | MBK Beat Life Insurance Podcast
On the 8th episode of the MBK Beat, we talk about the benefits and key factors of Group Sponsored Group Life Insurance. We open up with the basics and introduce who we are talking directly to on this episode. Companies and professionals that ar...
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Season 1
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Episode 8
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34:26
MBK Beat Ep #7 | Supplemental Executive Retirement Packages for Credit Union Executives
The 7th Episode of the MBK Beat focuses primarily on Supplemental Executive Retirement Plans that MBK can provide for C-Level Executives of Credit Unions. We talk at length about the financial gap that executives in this industry face when plan...
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Season 1
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Episode 7
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26:07
MBK Beat Ep. #6 | The Trifecta Executive Plan
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 ...
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Season 1
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Episode 6
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23:29
MBK Beat Ep #5 | Personal and Business Disability Income Planning Strategies
In this episode of the MBK Beat, we cover Personal and Business Disability Income Planning Strategies. Find out the 4 Risks you run into throughout your life in business, as a business owner. If you are running your own business, and you ...
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Season 1
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Episode 5
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25:54
MBK Beat Ep #4 | What is Overfunded Life Insurance? | How Can it Work For You in 2021
If you like the show or find it valuable, tell a friend! The fourth episode of the MBK Beat focuses on what’s called Overfunded Life Insurance. We talk a bit about what it is, how it started, and where it’s going in 2021. The pandemic has chang...
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Season 1
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Episode 4
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29:42
MBK Beat Podcast Ep. 3 | Long Term Care Life Insurance
In this episode of the MBK Beat Podcast with Mark, we discuss Long Term Care Life Insurance. We talk about what it is, how it came to be, and why you may want to look into it. Many people don’t know that Long Term Care (LTC) can drain an est...
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Season 1
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Episode 3
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27:27
Ep. 2 - 3 Reasons Why You Should Convert Your IRA for 2021
Better understanding what you can be doing with your income and life insurance plan is our goal. Whatever we can do to help you better understand where your money is going, and what you could be doing to better set up yourself for retirement, a...
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Episode 2
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24:19
MBK BEAT: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field
It’s the first episode of the MBK Beat with Mark B. Kostrzewski from MBK and Associates Inc. Today we’re chatting about how Split-dollar plans and how many of the top college coaches around the country are using split-dollar to make tax-free in...
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Season 1
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Episode 1
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33:30