Q1 2018 eNews from IZALE

Signs of Spring are everywhere...

1st Quarter
2018

ISSUE
No. 13

IZALE Financial Group eNews

STAY INFORMED WITH IZALE

We have, as always, quantum changes to share in our Quarterly eNews about our boutique firm. In this issue we are excited to share with you a few of the ways we are growing:

~an IZALE educational video on the topic of BOLI has just been launched on FMStv

~the grand opening of our new Webinar Video Library

~the addition of our newest team member Bruce Barge

The new tax law is still a learning curve for most institutions. Let us help you with your questions and concerns as those changes for our country did effect executive benefits and retirement plans.

View our latest 10-Year Interest Rate Comparison Chart below. It shows that BOLI continues to have a stong and stable trend.

Let us know how we can help you continue to meet your growth goals!

Sincerely,

Scott Richardson, Brenda Haag, Bruce Barge, Chris Richardson, Deb Hardimon, Fannie Mae Pantaleon, Gary Wilberg, Jeff Prescher, Joe Tripalin, Jonathan Barnes, Patrick Costello and Phil Aderton

IZALE Annual Meeting in January included IZALE Wealth Management co-founders Ryan Alvarez and Ken Cady plus insightful motivation from Charles Hollander.


	click to watch now

IZALE on TV-FMStv That Is!

As proud members and sponsors of the Financial Managers Society, IZALE has been invited to participate in their online educational video station FMStv. This is the first of three hot topics in the financial industry with IZALE as their Thought Leader.

Bank or Business Owned Life Insurance (BOLI) is the topic of this first video. IZALE experts Chris Richardson, Jonathan Barnes, Phil Aderton and Scott Richardson give you the key points to be in the know about BOLI.

Contact the IZALE Team to learn more about BOLI what's 'coming soon' too!


	click to visit now

IZALE WEBINAR W.O.W.S. NOW ANYTIME!

In 2017 we created our We Offer Wisdom (W.O.W.) Series bringing you monthly webinars to learn more about our products, services, and strategic partners.

We are proud to announce in 2018 the opening of new IZALE Video Library! Our Experts now offer their wisdom at your convenience on IZALEfg.com.

The first video The Art & Science of Executive Benefits is available to view. Check back for our upcoming videos: Is It Time for Value-based Checking? A Fee Income Strategy; Demystifying BOLI for Banks; Demystifying BOLI for Credit Unions; and Split Dollar Loans. Let us know if there are topics you would like to learn more about or any feedback on what you check-out!

Don't miss the next Live Webinar Thurs, April 5th @ 1 pm CST

Click to register: Is It Time for Value-based Checking?


	Bruce F. Barge, VP of Sales click to view his profile

Welcome Bruce F. Barge

IZALE is proud to announce that Bruce Barge has joined the team. Bruce is exited to be a part of a thriving client-centered firm. He describes himself as: "a proactive seeker of solutions!" He is looking forward to working with financial institutions sharing his 30 years of business experience as he works closely to design, deliver, and service BOLI and other compensation and executive benefit plans.

On a personal note, Bruce is very committed to making a difference in his community. He tutors disadvantaged children, serves on non-profit boards, and does public speaking focusing on finance and mission sustainability. Bruce and his wife Kristen live in Verona, Wisconsin and have two college age children.

We invite you see his full profile on IZALEfg.com, or email or call him directly at 608-345-2497.


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Upcoming Events

4/5 Is It Time for Value-based Checking? Webinar

4/7-11 CBAI Call on Washington Washington, DC

4/18 CBAI Capital Conference Springfield, IL

4/26-28 Mountain West Credit Union Association Annual Conference Colorado Springs, CO

Thanks for your time & attention. We understand the value of both! ~ Your Friends at IZALE Financial Group

Securites offered through Lion Street Financial, LLC., Member FINRA & SIPC.

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