A Special Message from Founder & CEO:
IZALE Financial Group is well-prepared to respond to the rapidly-changing environment triggered by COVID-19.
We understand that many of you had plans for buying or adding BOLI or executive benefits and those plans may be put on hold in the short-term. We understand there are other priorities on which your institution and communities need to focus. IZALE is well-positioned to weather this delay. We will continue to send our newsletter and add relevant information to our online blog. We will work to update and expand the content of our online library and encourage you to visit it to learn more about how we help our clients and your peers.
We are grateful for the opportunity to serve our clients, and wish you the best as you implement your own plans. We’ll get through these challenging times together!
R. Scott Richardson, JD, CLU, ChFC
IZALE Financial Group is well-prepared to respond to the rapidly-changing environment triggered by COVID-19.
- We have mostly been a remote workforce, with just the national administrative office staffed. Employees there have worked remotely from time-to-time to balance family life, so moving to more frequent remote work is fairly simple. We will still staff the administrative office since it is our main source of mail, however, we will do so on a staggered basis so that employees minimize contact with each other.
- Protecting information security is critical. We have a robust Written Information Security Protocol or WISP plan in place. In addition to other practices, we use MFA for accessing systems and a VPN for working remotely. This applies to employees as well as independent representatives.
- We have asked all of our representatives to stop having face-to-face meetings. Going from one client or prospective client to another is not in accordance with current guidance from public health experts. We greatly enjoy the personal interactions we have with you and look forward to getting back to normal, but in the meantime we can serve clients via phone calls, emails, and even video calls.
- While we expect no disruption to monthly reporting for BOLI or quarterly reporting for Split-Dollar Loan plans, we rely solely on the carriers to provide us with policy values. We have been in contact with them and while they have plans in place to continue timely reporting, that could be disrupted by further outbreaks affecting their workforce or limits imposed by authorities. We will clearly communicate any change in our reporting commitment.
We understand that many of you had plans for buying or adding BOLI or executive benefits and those plans may be put on hold in the short-term. We understand there are other priorities on which your institution and communities need to focus. IZALE is well-positioned to weather this delay. We will continue to send our newsletter and add relevant information to our online blog. We will work to update and expand the content of our online library and encourage you to visit it to learn more about how we help our clients and your peers.
We are grateful for the opportunity to serve our clients, and wish you the best as you implement your own plans. We’ll get through these challenging times together!
R. Scott Richardson, JD, CLU, ChFC
Value People
Attract, retain and reward the best. The importance of strong leadership can’t be overstated. We work with you to create specialized plans and packages that appropriately reward your key leaders while effectively attracting new talent. Compensation is a key area to balance, IZALE's depth of expertise gives us the edge in creating tailored solutions.
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Improve Earnings
Enhance profitability. We
provide your firm with custom – designed programs to offset — and even
recover – the cost of director and employee benefits to keep your
balance sheet healthy. For banks, credit unions and corporations, we
create plans that satisfy both regulators and shareholders. Some
solutions may also help you enhance benefits without adding to the
bottom line.
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Protect Assets
With success comes the necessity to protect what you’ve earned. An effective asset protection strategy is as unique as you are, and we work one-on-one with you to develop a plan that provides rock solid protection while making the most of your assets. Our team can thoroughly evaluate your specific requirements to forge a solution that meets your needs and budget.
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Scott Richardson is a registered representative of, and securities are offered through Lion Street Financial, LLC. (LSF) Austin, Texas, (512) 776-8400, member FINRA, SIPC.
Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated
with IZALE Financial Group.
Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated
with IZALE Financial Group.
