Insurance Company Owned Life Insurance

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Improve Earnings.

As those intimately involved in it know, the insurance sector is subject to as much volatility as the banking and corporate sectors. Even beyond the constantly changing regulatory environment, insurance companies can be affected by factors that are even more unpredictable, from global political changes to natural and environmental disasters. All those factors make the insurance business inherently difficult, and are key reasons to seek ways to keep balance sheets protected from unexpected upheavals.

Insurance company owned life insurance (ICOLI) offers a twofold solution. ICOLI allows you to keep your balance sheet healthy as well as offset the cost of employee benefits that are necessary to attract and retain the kind of leaders who can navigate your company through turbulent events.

At IZALE, we pair our expertise with a one-on-one, customized approach to finding the best ICOLI solution for your company. With years of experience in ICOLI placements as well as thorough knowledge of the regulatory environment, we’re sensitive to the unique challenges that insurance companies face, and offer you access to a variety of carriers and products in order to find the perfect fit.

To learn more about how IZALE can assist you with integrating ICOLI into your business plan, contact us or call 855-492-5334.

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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 .