Do you know the benefits of Split Dollar Loans for your Bank?
  1. Lessens the impact to the balance sheet – from a liability to an asset
  2. Improves the income statement
  3. Provides better benefit security that is delivered in a tax-free manner
Executive Benefit plans have been in place for decades. Is your plan still viable and meeting the needs for your bank? Our webinar will provide an insight into options to replace your traditional plan, save the bank money and turn a liability into an asset on your balance sheet. Learn more about Split Dollar Loans and if they’re right for your bank, banker and shareholders.

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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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.





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    IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.