BOLI & Executive Benefits: Two Peas in a Pod
We are frequently seeing a Single Premium Immediate Annuity as part of a Split-Dollar Loan proposal for a Credit Union. This is bad and should stop.
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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.