Join us to review the executive benefit options available for credit unions. This webinar will provide a solid foundation for future discussions or a great refresher if it's been a while since you reviewed the options.
Here’s what will be covered: 457s, REBAs, Split Dollar plans and more. Feel free to email any questions you might know in advance. We want to answer your questions regarding executive benefits!
3 Simple Steps to Finding Your Tailored Solution
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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.