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Webinar W.O.W.S. Are Ready for Registrants!

1/20/2017

Join the IZALE Experts and their Allied Partners with We Offer Wisdom Strategies 2017 Webinar Series! The following webinars are scheduled, and ready to get on your calendar. Click the links below to register now for these insightful opportunities to value your people and improve your earnings while protecting your assets.

1/24 Demystifying BOLI for Credit Unions     Webinar W.O.W.S.

1/24   Demystifying BOLI for Banks     Webinar W.O.W.S.

2/6     How To Pay Your CEO with BalancedComp & IZALE     Special Event Webinar

2/9     Fee Income Strategies Webinar W.O.W.S.

2/23    Executive Benefits Overview     Webinar W.O.W.S.

3/9     Split Dollar Plans     Webinar W.O.W.S.

3/23     SBLI Term Life Insurance     Webinar W.O.W.S.

We look forward to seeing you there!

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V.I.P. Community Banker Testimonial for IZALE Financial Group

1/13/2017

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In December of 2016 while preparing for an upcoming CBAI, Community Banker's Association of Illinois, annual Director's Conference in Springfield, IL, Phil Aderton, VP of Sales, interviewed one of IZALE's clients. The best marketing is Peer-to-Peer. Phil wanted to know why a member community bank became an IZALE client. He wanted to be able to share this with other Bank Directors, CEO and influencers who would be at the conference. Here is what Phil discovered from Steve Wallace, the President of The Community Bank of Trenton:

“During our Strategic Planning session several years ago, our trusted CPA advisor posed the question as to how we planned to retain and reward the CEO and, perhaps more importantly, his young upcoming leadership. Our Chairman was planning to step away from the bank board and is our largest shareholder. He was concerned that his investment would be Navigating the Future with IZALE at risk, if the board didn’t look into an executive benefit plan. At the urging of our CPA Advisor we engaged three vendors to present their products and services. It was only IZALE that provided a way to meet our short term goals, but also gave us a strategic plan to meet the long term goals through their design of an executive benefit plan.

It was IZALE’s service of clear direction that helped us decide they were the firm to do business with. IZALE was interested in where we wanted to go, & showed us how to get there. If any bank is strategies I tell them: Talk to IZALE! I invite anyone who wants to talk about how to keep our Community Banks thriving as we move forward, here is my number 618-224-9258. Call, let’s talk!”

Steve Wallace President
Community Bank of Trenton, Trenton, IL

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Webinar W.O.W.S. Are Ready for Registrants!

V.I.P. Community Banker Testimonial for IZALE Financial Group

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