IZALE’s expertise and knowledge of CUOLI, and their commitment to our success, make them a valued partner.
We initiated talks with IZALE Financial Group in 2014 following a webinar in which they discussed the process of building an investment program to offset the ever-growing cost of employee benefits.
After several meetings with them, we worked up a plan and presented it to our board. The IZALE leadership was there to assist us with answering the Board’s questions. The Board unanimously approved the plan, which has performed well since its inception in 2014.
IZALE’s approach to service is thorough and they make it clear that they are there to help with any issue, quickly and thoroughly. Their expertise and knowledge of Credit Union Owned Life Insurance (CUOLI), and their commitment to our success, make them a valued partner.
Please contact me if you need to hear more about the benefits of working with IZALE.