• 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
    • Bruce F. Barge
    • Brenda R. Haag
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Jonathan Barnes
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • Webinar-Checking Accounts?
      • History – Calendars by Year >
        • Client Conference 2017
        • Client Conference 2015
    • Video Education
  • Contact
  • 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
    • Bruce F. Barge
    • Brenda R. Haag
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Jonathan Barnes
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • Webinar-Checking Accounts?
      • History – Calendars by Year >
        • Client Conference 2017
        • Client Conference 2015
    • Video Education
  • Contact
IZALE Financial Group

Blog

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

1/20/2017

0 Comments

 
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!
Picture
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    IZALE Financial Group

    As an independent firm, we’re driven by close client relationships. For you, that means that our technical expertise is yours to rely on. 

    RSS Feed

    View my profile on LinkedIn

    Archives

    April 2018
    March 2018
    November 2017
    September 2017
    August 2017
    April 2017
    March 2017
    January 2017
    December 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    March 2015
    August 2014
    July 2014
    June 2014
    April 2014
    March 2014
    February 2014
    January 2014
    December 2013
    November 2013
    October 2013

    Categories

    All
    1035 Tax Deferred Exchange
    2018
    401K
    457f Plans
    AALU
    Articles
    Asset Management
    Asset Protection
    BalancedComp
    Bank
    Banking
    Bank Owned Life Insurance
    Bankruptcy
    Basel III
    Beneficiary
    Benefit Plans
    Benefits
    Board Of Directors
    BOL
    BOLI
    Business Owned Life Insurance
    Capital Conservation Buffer
    Capital Management
    Capital Requirements
    CBAI
    CDI
    CEO
    CFO
    Chris Richardson
    Clawback
    Cole Frago
    COLI
    Common Equity
    Commuity Bank Of Trenton
    Community Banking
    Community Banks
    Compensation
    Connecticut Court
    Consumer Protection Act
    Consumer Protection Act Of 2010
    Corporate Owned Life Insurance
    Corporate Taxation
    CPA
    Credit Union
    Credit Union Magazine
    Credit Union National Association
    Credit Unions
    CUES
    CUNA
    DBO
    Death Benefits
    Divorce
    Dodd Frank Wall Street Reform
    Dodd-Frank Wall Street Reform
    Employee Benefits
    ERISA
    Estate Planning
    Estate Tax
    Estate Trust
    Executive Benefits
    Executive Compensation
    Executive Retirement Plans
    Family Legacy
    FDIC
    Fee Income Strategies
    FICA
    Finance Industry
    Financial Education
    Financial Executives
    Financial Managers Society
    Finanical Reporting
    Fiscal Year 2015
    FL
    FMS
    FMStv
    FRS
    Gary Wilberg
    Gerald H. Sherman
    Gift Tax
    Greenberg Traurig
    Greene V. Commissioner
    House Ways And Means
    Incentive Based Compensation
    Incentive-based Compensation
    Income Tax
    Inherit
    Inheritance
    In-Laws
    Insurance
    Insurance Premium
    Insurance Tax Liability
    IRA
    IRC
    Irrevocable Trust
    IRS
    IZALE
    IZALE Financial Group
    IZALE Testimonial
    JB Barnes
    Jobs Act 2017
    Joe Tripalin
    Jonathan Barnes
    Jonathan M. Forster
    Ken Kies
    Key Person Life Policy
    Las Vegas
    Leadership
    Legacy Planning
    Life Insurance
    Life Policy
    LLP
    Martin Kalb
    Media
    National Credit Union Administration
    NCUA
    Non-profit
    Nonqualified Deferred Compensation
    Nonqualified Plans
    Obama Administration
    Orlando
    Pay Ratio Rule
    Phil Aderton
    Philip Aderton
    Premarital Planning
    President Obama
    President's Budget
    Press
    Press Releases
    Profit Sharing
    PRS
    Rebecca Manicone
    Regulationry Issues
    Regulatory Capital Calculation
    Regulatory Environments
    Resources
    Retirement
    Retirement Plan
    Richard A. Sirus
    Risk Management
    Roth
    R. Scott Richardson
    SBLI Term Life Insurance
    Scott Richardson
    SEC
    SERP
    Small Business Resale
    Social Security Tax
    Split Dollar Plans
    Steve Fichtenbaum
    Steven B. Lapidus
    Stock Exchange
    Stuart Lewis
    Tax Benefit
    Tax Code
    Tax Court
    Tax Cuts
    Tax Cuts And Jobs Act Of 2017
    Tax Deductions
    Tax Deferred Assets
    Tax Incentives
    Tax Law
    Tax Liabilities
    Tax Planning
    Tax Refor
    Tax Reform
    TCJA 2017
    The Forum
    Trust
    Trustee
    Trusts
    US Supreme Court
    Washington Report
    Webinars
    Webinar W.O.W.S.
    WRMarketplace
    WRNewswire

Client Log-In

Log in to Pangburn
Log in to rBOLI.com

Contact

 855-492-5334 | Contact
Join Our Mailing List
© 2011 - 2018 IZALE Financial Group. All rights reserved. Login.
​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.
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 .
✕