We understand the complexities of today's market conditions and challenges that might be around the bend for your bank. We have been there, working alongside our clients helping to guide them toward calmer waters.
Losing Key Talent
Tax Implications on Retirement Income
Impact on Financial Statements of Valuing Key People
Are you using the right tools to provide a total compensation package that demonstrates how you value your key people?
With future tax rates likely to be higher, have you structured retirement benefits to maximize after-tax cash flow?
Some benefit plans have more impact on the income statement and balance sheet than others. Have you reviewed the options lately?
We did not fully understand the true advantages of BOLI before working with IZALE
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We are a 'Signature Client' of IZALE – every product they represent we have successfully brought into our bank, our staff, and our customers.
Read the case studyOur team has designed and implemented over 1,100 benefit plans and services over $2 Billion in cash surrender value nationwide.
Meet everyone
Our clients have choices in who they work with. We’re humbled they chose us, and proud of the value we deliver.
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I am proud to be a part of the history of banking. As it evolves, I want to help bridge the past and the future by coaching leaders to be successful with strategies addressing the market conditions of today.
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As a retired military officer, I know the value of honesty, integrity, and commitment. These are the values the IZALE team delivers.
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I take pride in my attention to detail and strive to exceed my clients’ expectations and provide exceptional service.
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My enthusiasm, discipline, responsibility, and commitment contribute to the heights of success for our team.
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Digital interactions have validity, but to me, spending one-on-one time with clients is paramount. Building relationships is how I can fully understand my clients’ needs.
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I strive to improve lives through personal relationships and dedicated service.
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Find out how local community banks can attract, retain, and reward top talent AND see the red flags of a program not implemented and serviced correctly.
Learn more with R. Scott Richardson, JD, President & CEO
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.
IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.
