Our Expertise

With our help, clients are able to use life insurance based products to help improve tax-efficiency and risk-based-capital treatment of investments, offset the costs associated with employee benefit obligations, and provide attractive incentive programs for key executives. MKZ specializes in building, implementing and administering the following plans:

Bank Owned Life Insurance
Insurance Company Owned Life Insurance
Corporate Owned Life Insurance
Non-Qualified Benefit Plans
Partners Savings Plan

MKZ Capital, LLC offers variable insurance products through Ascensus Broker Dealer Services, LLC (ABDS), member FINRA/SIPC. Other insurance products may be offered by Newport Group, Inc. an Ascensus company. MKZ Capital is not affiliated with Ascensus Broker Dealer Services, LLC (ABDS) or Newport Group, Inc. FINRA’s Broker Check provides information on MKZ Capital’s personnel registered through Ascensus Broker Dealer Services, LLC (ABDS)

Credit ratings are opinions of each rating agency with respect to an insurer’s ability and willingness to meet its contractual financial obligations when due. Ratings are subject to change and do not constitute a recommendation to buy or sell.

MKZ Capital, LLC and Ascensus Broker Dealer Services, LLC (ABDS) do not render tax or legal advice. Clients should consult their tax or legal advisors with respect to specific tax or legal decisions.

709506 (03/2019)