by Mark B. Kostrzewski | Sep 17, 2021 | Corporate Sponsored Group Life Insurance
Here at MBK and Associates Inc. we seek to help professionals and individuals better understand the many intricacies and benefits that you may not know about life insurance. With decades of experience working in the insurance industry, we understand life insurance of...
by Mark B. Kostrzewski | Aug 23, 2021 | Buffalo Scholastic Rowing Association
MBK and Associates is your WNY leader in tax efficient retirement income strategies. We pride ourselves on being the best at what we do, always growing and evolving, and helping others achieve their goals. Part of that passion comes from a lifetime of competition and...
by Mark B. Kostrzewski | Aug 20, 2021 | Index Universal Life Insurance, IRA to IUL Conversion, Post Covid Financial Plan
When you think of life insurance, what do you think of? You probably think of that last Kool-Aid salesman who tried to sell you some package to help pay for your funeral right? We are here to change that. If you haven’t noticed, we have a bunch of different...
by Mark B. Kostrzewski | Jul 28, 2021 | Index Universal Life Insurance, IRA to IUL Conversion
Here on the blog we like to touch on some of the strategies that we help professionals and business owners navigate the treacherous waters of tax efficient retirement planning. One of the main strategies we talk about here and on the MBK Beat podcast is converting an...
by Mark B. Kostrzewski | Jul 15, 2021 | Collateral Assignment Split-Dollar Plans, Credit Union Retirement Benefits, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
When it comes to creating customized incentive/retention arrangements, some companies have their hands tied behind their backs. Companies without available stock options or other types of equity are at a disadvantage when it comes to high quality talent. Obviously...
