IZALE Financial Group

IZALE Financial Group helps credit unions Value People, Improve Earnings and Protect Assets through tailored executive and director benefit plans. We assist clients with development, implementation and maintenance of executive retirement plans to include 457s, REBAs and split dollar agreements. We provide Long Term Care plans, Long Term Disability options, supplemental insurance, key person protection, Business Owned Life Insurance (BOLI) and fee income strategies through value-based checking accounts. Use our consultative approach and years of industry expertise to design plans that attract and retain key executive talent or provide meaningful executive benefits that fit your budget.