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 | Feb 19, 2021 | IRA to IUL Conversion
Our goal here at MBK & Associates, Inc. is to demonstrate and bring value to your existing situation. Anything short of that is a waste of both of our time. We aim to assess your current financial balancing act, and determine opportunities for you to be able to...
