What We Do

Advisory Services

MKZ seeks to provide significant value by getting to know each Clients' unique needs and designing a customized plan designed to achieve their financial goals.

Our relationships span multiple carriers and distribution channels to provide individualized programs.

Specialized Insurance Product Placement

Executive Benefits

We provide benefit plan placement to assist our Clients in addressing the retirement income shortfalls resulting from qualified benefit plan limitations.

Administration

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)