We did not fully understand the true advantages of BOLI before working with IZALERead the case study
Let us help you navigate uncharted waters
- Retain key people
- Boost earnings
- Preserve assets from unexpected turns
Take a step toward a customized VIP solution and calmer times ahead.
What we can help you do
How can we recover from the rising costs of retaining good employees and attracting strong leadership?Executive & Director Benefit Plans
Where can you find sustainable ways to increase earnings for the company?Funding & Revenue Strategies
Who we have helped
IZALE’s expertise and knowledge of CUOLI, and their commitment to our success, make them a valued partner.Read the case study
This client’s SERP - funded with COLI - provided financial security for a key person’s familyRead the case study
The purchase of a multi-million dollar joint & survivor life insurance policy has many benefits. However, family or finances sometimes change and make the need for policies diminish or disappear. When policies are no longer needed there are often options in which a family can recover more than the cash surrender value of a policy. IZALE has helped many families analyze the value of retaining a policy…Read the case study
We've got you covered.
Find out who we are and what we do.
R. Scott Richardson, JDPresident & CEO
Ken Smith, CLU, ChFCExecutive Vice President
Phil AdertonSenior Business Development Officer
Bruce F. BargeBusiness Development Officer
Patrick J. CostelloSenior Consultant
Brenda R. HaagSenior Consultant
Alan KirkBusiness Development Officer
Chris A. RichardsonSenior Consultant
Joe TripalinSenior Consultant
Debra HardimonVice President, Operations
Fannie Mae PantaleonOffice Manager
Jeff PrescherVice President, Data Management
See where our experts have shared their knowledge. And upcoming chances to meet face-to-face or virtually.View calendar
3 Simple Steps to Finding Your Tailored Solution
We'll start by asking a few questions and listening to your challenges and concerns.
We then research and collaborate, including our network of experts as needed.
Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
Let’s start the conversation
Just fill out the form, call 855-492-5334 or email us.