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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
    • Ken Smith, CLU, ChFC
    • Patrick J. Costello
    • Philip Aderton >
      • 2019 CBAI IZALE Sponsored Golf Outing
  • Resources
    • Blog
    • Events >
      • Executive Benefits Overview Webinar
      • History – Calendars by Year >
        • 2019 Client Conference
        • 2017 Client Conference
        • 2015 Client Conference
    • Privacy Policy & Website Privacy Statement
    • Video Education
  • Contact
IZALE Financial Group

Events

2021 Upcoming Out & About Schedule

3/4     Executive Benefits Overview for Credit Unions     Webinar

5/3    CBAI Group 10 Meeting    Annbriar  Golf Course, Waterloo, IL

5/4     CBAI Group 12 Meeting     Franklin County Golf Course, West Frankfort, IL

5/25    
CBAI Group 11 Meeting    Effingham Country Club

5/10    
CBAI Group 9 Meeting    Jacksonville Country Club

5/11    
CBAI Group 7 Meeting     Crestwicke Country Club, Bloomington, IL

5/12    
CBAI Group 5 Meeting      Saangetaha Country Club, Galesburg, IL

6/7    
CBAI Group 3 Meeting     Lake Carroll Golf Course,  Lanark, IL

6/14     
CBAI Group 8 Meeting        Mattoon Country Club 

6/15   
CBAI Group 4 Meeting    Pontiac Elks Country Club

6/21    
CBAI Group 6 Meeting     Spring Lake Country Club, Qunicy, IL

TBD-June    
CBAI Group 1 & 2 Meeting    Guaranteed Rate Field, Chicago, IL

Please check back here for updates or call  (855) 492-5334 or email. We look forward to seeing you soon!

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IZALE opens doors to
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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.
Scott Richardson, CEO/President

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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 .