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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

Joe Tripalin

"In working with credit unions for over 37 years, my goal has always been for a credit union to achieve financial success allowing them to better serve their members." ~ Joe Tripalin, Senior Consultant

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Joseph Tripalin is president of Preferred Benefit Partners Consulting dealing with supplemental executive retirement programs and employee benefits pre-funding investment strategy. He has worked with credit unions for over 35 years, specializing in investments, pensions and executive benefits. Prior to starting Preferred Benefit Partners in 2007, Joe worked as the Vice President of Executive Benefits for CUNA Mutual Group where he worked with credit unions for 29 years.  His current role with IZALE Financial Group allows him to bring appropriate solutions to credit unions in IZALE's many credit union programs.  He is a nationally recognized speaker and writer on executive benefit topics, benefit program management, and succession planning for credit unions.  

Joe holds both a Bachelors and a Masters Degree in Business Administration from the University of Wisconsin School of Business. He is currently a Chartered Financial Consultant (ChFC) and a Certified Retirement Counselor. He also holds a life license allowing him to effectively meet the needs of credit unions.

Residing in McFarland, Wisconsin with his wife Debbie, they have together raised five children.  He is dedicated to his community as both volunteer firefighter and EMT.  Joe has served the youth too officiating high school and college wrestling for over 40 years.

Contact Joe directly at:  608-445-0984 or email
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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.
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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 .