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 make. The key points to take away from this podcast are PPP loan funds being available for other business and personal plan options.  Having designated funds to transfer over 5 years, along with a zero downside investment risk and significant upside potential.

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