Corporate Owned Life Insurance

Improve earnings with COLI designed specifically for you.

Improve Earnings.

Executive benefits need to fulfill two obligations: Reward your top talent in a way that encourages retention and attracts other leaders, and create results that keep shareholders satisfied. Striking a balance between the two is much easier with corporate owned life insurance (COLI), which lets you keep your balance sheet healthy and protect your company, even as you offer attractive executive benefits.

In order to utilize COLI as an effective tool for offsetting the cost of benefits packages, it’s important to have a plan that’s suited specifically to your company. Personalized attention and a thorough understanding of the complexities of COLI and the regulatory and logistical concerns that surround it are central to an effective strategy.

IZALE offers that unique combination of customized planning and in-depth, nuanced understanding that can more effectively help you in utilizing COLI to offer the benefits you want, without disrupting shareholder confidence.

Contact us today to learn more about corporate owned life insurance and how IZALE's solutions can help your business.

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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.

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 .