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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
    • Gary Wilberg
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton
  • Resources
    • Blog
    • Events >
      • 2019 Client Conference
      • History – Calendars by Year >
        • 2017 Client Conference
        • 2015 Client Conference
    • Video Education
  • Contact
IZALE Financial Group

Supplemental Executive Retirement Plans

IZALE creates first-class executive benefit plans.

PictureValue People.
Qualified retirement plans provide little incentive for top executives to stay at your company. In fact, early vesting and full portability actually encourage key talent to leave. 

You need a proven retirement planning tool to retain top executives and help them make up some of the shortfall that would otherwise hit upon retirement, when 401Ks and Social Security can only make up 20 to 40 percent of pre-retirement income.

That’s where a supplemental executive retirement plan or SERP comes in. A supplemental executive retirement plan is employer funded, and you tie it to continued satisfactory employment to a specified age for eligibility.
In short, “Executive stays and performs, only then do you pay.”

A SERP has the highest attraction, retention, and reward value of any nonqualified retirement program you can offer. Employees love supplemental executive retirement plans because they:
  • Boost retirement income to 40-60 percent of final salary
  • Defer taxes until the income is received
  • Cost the employee nothing

The IZALE team can build a SERP that makes sense for your firm’s needs, We then implement and manage the program seamlessly for you. 

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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 .