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    • R. Scott Richardson, JD
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      • 2019 CBAI IZALE Sponsored Golf Outing
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IZALE Financial Group

Blog

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.
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