smiling African woman

Ambiguous Language in Buy-Sell Agreement Leads to Business Liquidation

Case study By Ken Smith, CLU, ChFC

What everyone needs to know about insurance policies in a buy-sell agreement and why IZALE recommend getting them reviewed by an expert every two years.

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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 R. Scott Richardson, JD
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1 hour 15min

How to pay your CEO

Video By R. Scott Richardson, JD
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30 min

Split Dollar Loan Plans

Video By R. Scott Richardson, JD
man looking at a computer screen showing financial inforation
50 min

Balance Sheet Optimization

Video By Todd Taylor
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Legacy Planning Before and During a Divorce – What You Can and Can’t Do

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