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R. Scott Richardson, Chief Executive Officer and President, IZALE Financial Group

Last Update

2015-11-30T00:00:00.000Z

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Wrong R. Scott Richardson?

R. Scott Richardson JD

Chief Executive Officer and President

IZALE Financial Group

Direct Phone: (855) ***-****       

Email: i***@***.com

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IZALE Financial Group

2400 Big Timber Rd Suite 103A

Elgin, Illinois 60124

United States

Company Description

iZale Financial Group offers you deeply respected industry experience that spans four decades. We provide our clients with extensive pre- and post-purchase services. We pride ourselves on the depth of our analysis and emphasis on long-term relationships w ... more

Find other employees at this company (7)

Background Information

Biography

Scott Richardson, brings experience in the financial services and life insurance industries that spans four decades. After being a successful executive and consultant for one of the largest firms in his industry, he started IZALE in order to return to a client-centered experience. Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Scott with considerable expertise in the legal aspects of compensation, nonqualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plan design. Scott has addressed numerous banking groups on the topics of executive compensation, non-qualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04. He has also authored articles for Bank Director and the Credit Union Journal. Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals. Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds Series 6, 7, 63, 65 and 24 licenses. Scott resides in Illinois with his family.

Web References (17 Total References)


R. Scott Richardson, ...

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R. Scott Richardson, JD

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R. Scott Richardson, JD
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R. Scott Richardson Scott Richardson founded IZALE in 2010, after spending over 10 years learning and applying the best practices - as well as noticing the shortfalls - at other firms.


Artisan Advisors, LLC | R. Scott Richardson, J.D.

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R. Scott Richardson, J.D.

As a consultant for Artisan Advisors, LLC, Scott brings experience in the financial services and life insurance industries that spans four decades. Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Mr. Richardson with considerable expertise in the legal aspects of compensation, nonqualified benefits and bank-owned life insurance (BOLI)/corporate-owned life insurance (COLI) plan design. Scott Richardson is also President and CEO of iZale Financial Group, LLC.
Scott Richardson has addressed numerous banking groups on the topics of executive compensation, nonqualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04.
Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals.
Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds Series 6, 7, 63, 65 and 24 licenses.
Scott resides in Illinois with his family.


waident.com

www.waident.com [cached]

"We selected Waident because we have had significant growth over the past two years, with more expected in the next several years, and need a technology support solution that can flexibly grow with us," said R. Scott Richardson, JD, President and CEO of iZale.


R. Scott Richardson, ...

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R. Scott Richardson, JD

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R. Scott Richardson, JD
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R. Scott Richardson, JD
"Our clients have choices in who they work with. We're humbled they chose us, and proud of the value we deliver." ~ R. Scott Richardson, President & CEO
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Scott Richardson, brings experience in the financial services and life insurance industries that spans four decades. After being a successful executive and consultant for one of the largest firms in his industry, he started IZALE in order to return to a client-centered experience.
Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Scott with considerable expertise in the legal aspects of compensation, nonqualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plan design.
Scott has addressed numerous banking groups on the topics of executive compensation, non-qualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04. He has also authored articles for Bank Director and the Credit Union Journal.
Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals.
Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds Series 6, 7, 63, 65 and 24 licenses.
Scott resides in Illinois with his family.
Contact Scott directly at: 855-492-5334 or email Scott Richardson is a registered representative of, and securities are offered through, Independence Capital Company, Parma, Ohio, 440-888-7000, member FINRA, SIPC.


IRS DOMA Guidance Clarifies Rules for Employee Benefit Plans.

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R. Scott Richardson, JD

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For more information about the topic discussed in this Washington Report, please contact R. Scott Richardson at scott@izalefg.com
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Scott Richardson is a registered representative of, and securities are offered through, Independence Capital Company, Parma, Ohio, member FINRA, SIPC.

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