2020 Upcoming Out & About Schedule
10/6 Is it Time to Consider Indexed BOLI? Webinar with FMS
12/9 CBAI Directors Conference Springfield, IL
Please check back here for updates or call (855) 492-5334 or email. We look forward to seeing you soon!
2020 IZALE Calendar In Review
2/4-6 Michigan CUES Future Summit Detroit, MI
2/19 “C” Conference CBAI Springfield, IL
2/23 Defense Credit Union Council: Defense Matters Washington, DC
6/10 How To Pay Your CEO Webinar
6/15-17 Virtual FMS Forum
7/16 Demystifying BOLI Webinar
9/1-3 Elevate Credit Union Leaders Virtual Conference
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The IZALE team is always participating in the organizations and professional associations that are influencing financial responsibility, policy and ethics, and the best practices for both consumers and institutions 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.
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 .