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We ask for your email as these videos have content with copyrights. We do not use your email for marketing purposes. Thank you for your interest in what we have to share with you to educate and inform you and your institution. Our goal is to help you value your people, while improving your earnings and protecting assets.

Please feel free to contact us with any questions.

Webinars and videos will give insight and strategies on relevant topics plus:

How To Pay Your CEO - A Joint Webinar with Christie Summmervill of BalancedComp • BOLI • Executive Benefits • Split Dollar Plans

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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 .

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