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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

Welfare Plans

IZALE  helps you prepare for the unknown future with benefit plans you can trust.

PictureValue People.
Short of business failure, the two biggest risks in the quest to retain and reward top talent are death and disability.  Every executive’s compensation package should manage these risks. At IZALE, our solutions provide solid, reliable insurance programs – specifically life, disability and long-term care insurance.  

Life Insurance – Group term life insurance benefits often fall well short of what’s adequate to provide for an executive’s family.  A well-designed supplemental life insurance program provides peace of mind.  Whether it’s term insurance, whole life coverage or another kind of policy, it’s essential to make the right choices among the myriad options out there. 

Disability Insurance – Group long term disability provides a strong foundation, but often leaves significant gaps in coverage.  Every executive wants to know their family’s income is taken care of if he or she gets sick or injured and can’t work for an extended period, or ever again. 

Long-term Care Insurance – It’s no fun to think about, but the likelihood of needing long term care services is high and the expenses can wipe out the assets your executives and directors have worked a lifetime to build.  

You have a business to run. You’re not an insurance expert. That’s where the personalized consulting services at IZALE come into the picture. We work closely with you to craft a package of insurance benefits that your top talent will embrace, value, and stay for. 

Let IZALE plan, implement and manage this welfare plan program 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.
IZALE Website Privacy Policy
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 .