Risk Strategies/IZALE Financial Group

Company Overview

Risk Strategies/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, Executive Bonus Arrangements and Split Dollar agreements. We provide Long Term Care plans, Long Term Disability options, supplemental insurance, key person protection, Business Owned Life Insurance (BOLI). Use our consultative approach and years of industry expertise to design plans that attract and retain key executive talent or provide meaningful benefits that fit your budget.

Services Provided

Executive Retirement Benefits
Succession Planning


Chris Richardson, Senior Consultant

160 Federal Street
4th Floor
Boston,  MA 02110