Video By R. Scott Richardson, JD 13 December 2021

Split Dollar Loan Plans

WOW: We Offer Wisdom Series

In this 30-minute insightful video, Scott Richardson highlights the major factors to know about split dollar. As CEO and founder of IZALE, Scott has acquired vast experience in using split dollar to create tax-efficient benefit plans. Watch and listen as he sheds light on topics from vesting to employer repayment.

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.

Connect on Linkedin

More like this

business dressed man purporting to be CEO
1 hour 15min

How to pay your CEO

Video By R. Scott Richardson, JD
man looking at a computer screen showing financial inforation
50 min

Balance Sheet Optimization

Video By Todd Taylor
Business female talking to another woman
1 hour

Demystifying BOLI

Video By R. Scott Richardson, JD

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.