Post-COVID Insurance & Financial Planning for Individuals

Having a plan always helps. Having a plan during times like we’ve endured lately is vital.

MBK Inc has developed post-COVID financial planning strategies designed to eliminate investment risk going forward, while still offering upside return potential.

Plans also include additional valuable benefits such as non taxable lifetime income, supplemental long term care benefits, and paid up life insurance benefits for estate beneficiaries.

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Take Control of Your Financial Freedom.

Understanding what you can do with your future starts with a quick conversation. Here are a few goals that we can help you meet using some of our various strategies.

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IRA Conversion to Overfunded Index Universal Life Insurance

Learn how you can create pre-retirement non-taxable death benefits, with growth potential, and no risk of principal loss. Delivers far greater after tax retirement distributions.

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Asset Based Long Term Care

With one single premium, you’re guaranteed increasing long term care benefits, along with 100% liquidity and estate death benefits.

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Overfunded Index Universal Life Policy to Create Tax Free Income

Single premium deposit, tax free death benefit with no risk of principal loss and upside growth potential. Downstream lifetime non-taxable income when YOU want it to begin.

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Guaranteed Income Annuity to Maximize Future Income

The enhanced performance factor increases positive return and provides for attractive lifetime income payments. Principal not at risk, and offers LTC (Long Term Care) rider that doubles income benefit in the event long term care is needed.

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1035 Exchange of Life Insurance Policy

Your policy audit will provide benchmark values, and comparing existing values reveals opportunity for significant improvements. Funds are transferred directly from original insurance contract to new contract without any tax liability.

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IUL/529 Plan Alternative

Non-deductible contributions without limitation. Non-taxable distributions when needed. Provide for non-taxable residual retirement income for the parent. This offers a variety index of options which eliminate principal risk with significant upside.

"MBK Associates has been a valued advisor to our senior team on related SERP matters for the past several years. They understand the value of long-term relationships and the mutual trust that must coexist. He continues to provide my Credit Union with top-notch service and market strategies in these volatile times."

Henry Baum

President and CEO

Mutual Security Credit Union

"Very simply, I am pleased with the work done to date. The prompt and professional manner in which it has been conducted has made the work not only productive, but enjoyable as well."

William E. Breeser

President

Better Wire & Press

“Mark has been a true source of knowledge when it comes to all forms of insurance needs and tax planning. He puts forth maximum effort to find the ideal insurance coverages to protect you and your family's financial future.”

Jason Jones

DDS

Suburban Orthodontics

“The suggestions and products that MBK provided really served my client's needs, which will save him significant tax dollars.”

Sendziak & Sroda

CPAs of PLLC

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