Joint Case Opportunities

Join with our expertise to help your clients improve earnings and protect assets!

At IZALE we welcome joint work and offer the following to our cooperative work partners:

Comprehensive, Turnkey BOLI Services
BOLI Education: from an overview to an in-depth discussion of the marketplace
BOLI Implementation: IZALE directly represents all but two carriers in the marketplace.
Following detailed pre-purchase process, summarized in a Due Diligence Manual that is supplemented by the credit union’s own diligence materials
Policy Audits: review performance vs. projections, and prepare projective for the next 12-24 months
Policy Compliance & Implementation: prepare annual Risk Assessment to be presented to your board, monitor carriers and industry trends and change
Policy Servicing and Administration: provide monthly BOLI values and accounting entries, reports delivered via secure on-line system with SSAE-16 certification

Let us know how we can work together.

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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 .