female in a boardroom

This Arizona Credit Union shares how IZALE has proven to be a valued partner

Case study By Chris A. Richardson

VP/Employee Services at Arizona Federal Credit Union, Jeanette Johnston shares how a meeting with IZALE led to the construction and implementation of an employee benefit plan.

Read the case study
Mature couple relax on sailboat moving through Lake Lugano

SERP – Funded with COLI – Provided Financial Security for a Family

Case study By R. Scott Richardson, JD
silhouettes of businessmen in glass piggy bank

Serving up a rewarding BOLI executive benefit plan for a Bank

Case study By Phil Aderton
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Engaging with Customers the IZALE way

Case study By Phil Aderton
smiling African woman

Ambiguous Language in Buy-Sell Agreement Leads to Business Liquidation

Case study By Ken Smith, CLU, ChFC
Houses of different size with different value on stacks of coins. Concept of property, mortgage and real estate investment.

What a California Credit Union CEO has to say about IZALE

Case study By Chris A. Richardson
Boy holding Father's hand

How we Secured a 75% Increase in Life Settlement for a Texas Family’s Trust

Case study By Ken Smith, CLU, ChFC

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.