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.
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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
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We'll start by asking a few questions and listening to your challenges and concerns.
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We then research and collaborate, including our network of experts as needed.
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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.