As part of the We Offer Wisdom Series, this 1-hour overview by Scott Richardson, IZALE's Founder and CEO, peels back the layers of BOLI. He leverages examples to give you a greater understanding of how it performs as part of an investment portfolio in generating additional earnings. Listen as Scott addresses regulatory guidance, due diligence, accounting methods, and more.
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.
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