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  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • How To Pay Your CEO Webinar
      • 2019 Client Conference
      • Webinar: Value-based Checking 12/20
      • History – Calendars by Year >
        • 2017 Client Conference
        • 2015 Client Conference
    • Video Education
  • Contact
IZALE Financial Group

Blog

The Case to Convert to Fee-based Checking from Thought Leaders at IZALE on FMStv

9/25/2018

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New choices in the marketplace, means banks and credit unions may struggle to maintain market share for their checking accounts. One solution is to update outdated free checking accounts to a fee-based model. This fee income strategy simultaneously increases revenue and delivers these value-added services to customers. Find out more from this short Thought Leader Video from the Financial Managers Society then click here where you can join one of our upcoming Fee-based Income webinars and learn more about this strategy for change from your friends at IZALE.

For more information about FMS, click here.
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Thought Leaders at IZALE on FMStv Share Their Wisdom on Executive Benefits

4/24/2018

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The Risks and Rewards of Executive Benefit Plans

Just launched today, the experts at IZALE share in less than 4 minutes why executive benefit plans are an integral part of attracting, rewarding, and retaining top talent for financial institutions today.
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Announcing:  The Value of BOLI - Bank or Business Owned Life Insurance on FMStv

3/16/2018

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We are proud so share this amazing opportunity to learn from Scott Richardson, CEO/Founder of IZALE Financial Group, plus his remarkable team Chris Richardson, Jonathan Barnes, and Phil Aderton as to why they are the go-to BOLI experts and why BOLI is a viable solution today for financial institutions to attract, reward and retain their key talent – their most valuable asset. 
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IZALE is on TV! FMStv that is!

8/7/2017

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We are proud to be a Platinum Sponsor
of The FMS Forum. 
FMS is one of the premier organizations that support quality education for the financial community. Being industry informed is one of the best ways to value your clients, help them improve their earnings, and protect their assets.

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

1/20/2017

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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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​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. 

Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .