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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
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton >
      • 2019 CBAI IZALE Sponsored Golf Outing
  • Resources
    • Blog
    • Events >
      • History – Calendars by Year >
        • 2019 Client Conference
        • 2017 Client Conference
        • 2015 Client Conference
    • Privacy Policy & Website Privacy Statement
    • Video Education
  • Contact
IZALE Financial Group

Answers to the 2019 IZALE CBAI Bank Director's Wordfind

IZALE assists banks to create solutions for balancing your bottom-line by valuing people and improving earnings while protecting your assets!
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1.   Bank Owned Life INSURANCE
2.   Phil Aderton works for IZALE
3.   Audit, Compensation, Lending “groups”  COMMITTEE
4.   WIRE Transfer
5.   CBAI’s Current President (last name) LOUNSBERRY
6.   Chartered by the U.S. Congress in 1932 to promote home ownership FHLB
7.   Federal Reserve Board of GOVENORS
8.   Mortgage- BACKED Securities
9.   CD with a minimum denomination of $100,000 JUMBO
10.   Cryptocurrency, a form of electronic cash BITCOIN
11.   President who signed the Gold Standard Act in 1900  MCKINLEY
12.   Automated Teller Machine (acronym) ATM
13.   Needed to cash a check ENDORSEMENT
14.   Insufficient funds OVERDRAFT
15.   Friendly staff on the “front line” TELLER
16.   Supplemental Executive Retirement Plan SERP
17.   2019 CBAI 45th Annual Conference location SPRINGFIELD
18.   Phil Aderton started his banking career at the State Bank of PAW PAW

My goal is always to help you and your bank win!
CALL PHIL ADERTON TODAY!
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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.
IZALE Website Privacy Policy
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 .