Mature couple relax on sailboat moving through Lake Lugano

SERP – Funded with COLI – Provided Financial Security for a Family

Case study By R. Scott Richardson, JD

Knowing what questions to ask and how to navigate the jargon and policies is key to our success in financial security for you and your loved ones.

Read the case study
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Serving up a rewarding BOLI executive benefit plan for a Bank

Case study By Phil Aderton
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Engaging with Customers the IZALE way

Case study By Phil Aderton
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Ambiguous Language in Buy-Sell Agreement Leads to Business Liquidation

Case study By Ken Smith, CLU, ChFC
Houses of different size with different value on stacks of coins. Concept of property, mortgage and real estate investment.

What a California Credit Union CEO has to say about IZALE

Case study By Chris A. Richardson
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How we Secured a 75% Increase in Life Settlement for a Texas Family’s Trust

Case study By Ken Smith, CLU, ChFC
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1 hour 15min

How to pay your CEO

Video By R. Scott Richardson, JD

3 Simple Steps to Finding Your Tailored Solution

1

We'll start by asking a few questions and listening to your challenges and concerns.

2

We then research and collaborate, including our network of experts as needed.

3

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.