We understand that credit unions face fierce competition in acquiring and retaining talent. We can help you create an evidenced-based plan that will help you attract and retain top talent.
Retaining top performers
Qualified Plans restrict contributions
Impact on Financials
Top tier talent lured away by credit unions with deeper wallets
Qualified retirement plans fail to incentivize executives to stay
Some benefit plans have more impact on the income statement and balance sheet than others
IZALE’s expertise and knowledge of CUOLI, and their commitment to our success, make them a valued partner.
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Not only did IZALE correct the flaws, their exclusive digital platform gives us access to all the accounting entries for regulatory requirements at our fingertips.
Read the case studyOur team has designed and implemented over 1,100 benefit plans and services over $2 Billion of 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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It is my pleasure to assist financial institutions as they create a legacy for the most valued asset…their people!
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I am a Master Gardener. The same attention and care I give to my craft, I give to my clients and colleagues.
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My goal for every Credit Union is to deliver excellent customer service – and help them achieve success at every level.
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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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In working with credit unions for over 37 years, my goal has always been for a credit union to achieve financial success allowing them to better serve their members.
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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 credit unions 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.
