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.
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IZALE founder and CEO, Scott Richardson has been delivering unsurpassed experience to clients for four decades, helping them execute optimal compensation packages. He delivers rich insight to clients by helping them structure compensation, nonqualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plans.
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We'll start by asking a few questions and listening to your challenges and concerns.
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We then research and collaborate, including our network of experts as needed.
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Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.