ElevateTALKS Episode 10: 2020 BOLI Recap & 2021 Fee Income Strategies

by | Dec 10, 2020 | ElevateTALKS, Podcast | 0 comments

Guest: Chris Richardson – Izale Financial Group

 

 

 

 

Chris Richardson, Vice President of Sales for IZALE Financial joins host Michael Delucchi to discuss how bank owned life insurance performed in 2020 compared to other assets, what bankers should be aware of for executive benefits in 2021, and presents fee income strategies financial institutions can utilize in the new year to boost their bottom line.

If you are a community bank executive, CFO, or bank director then this episode of ElevateTALKS is very timely, relevant, and for you.

Chris Richardson, Vice President of Sales for IZALE Financial joins host Michael Delucchi to discuss how bank owned life insurance performed in 2020 compared to other assets, what bankers should be aware of for executive benefits in 2021, and presents fee income strategies financial institution can utilize in the new year to boost their bottom line.

If you are a community bank executive, CFO, or bank director then this episode of ElevateTALKS is very timely, relevant, and for you.

About Our Guest

Chris Richardson – Vice President of Sales at Izale Financial Group

Chris Richardson is Vice President of Sales for IZALE Financial Group and is the company rep for the southwest region. IZALE is headquartered in Illinois but has clients from coast to coast in both the community bank and credit union industries. Their core business is BOLI and executive benefits, but they also provide institutions with fee income programs, qualified plans, life, and disability supplemental plans as well as individual services.

 

Episode Resources

For more information and to contact Kurt go to

Website: https://www.izalefg.com/ 

LinkedIn: https://www.linkedin.com/in/chrisallenrichardson/

Email  Chris@izalefg.com 

Izale Revenue STrategies: https://www.izalefg.com/revenue-strategies.html  

Disclaimer:
All opinions expressed in this podcast are those of the host and participants and do not necessarily represent the opinions of any entity whatsoever with which the host or guests have been, are now, or will be affiliated with, including The Elevate Group, LLC.
This podcast and related links are for education and entertainment purposes only. The Elevate Group, LLC does not make any warranties about the completeness, reliability, and accuracy of any links and information provided in correlation with this podcast. Any action taken by the listener or reader, which is based upon the information provided in the podcast or related links, is strictly at the individual’s risk.

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