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IZALE Financial Group
United States
A boutique firm specializing in executive benefits, BOLI/COLI, fee income strategies, business continuation planning, and estate planning. Our clients'​ satisfaction is our paramount concern. IZALE Financial Group offers you deeply respected industry experience that spans four decades by providing our clients with extensive pre- and post-purchase services. We pride ourselves...
Tags: executive benefits boli business continuation planning coli fee income strategies +5 more

Highland Capital Brokerage
United States
Highland Capital Brokerage is a life insurance, annuity, longevity planning, and disability insurance distribution company based in Birmingham, Alabama. Founded by independent advisors, the company aims to support other financial advisors in delivering top-notch services to their clients. It operates as a subsidiary of Osaic. The company offers a variety...
Tags: insurance planning wealth transfer estate planning foreign national annuities coli +4 more

Granville Group
United States
Founded in 2010, Granville Group is a 100% minority-owned, consulting firm specializing in BOLI Portfolio Management, Executive Benefit Plans, and Compensation Consulting for financial institutions. The Firm is an associate member of both the American Bankers Association and the Texas Bankers Association. Granville Group is a past recipient of the...
Tags: phantom stock plans compensation consulting boli executive benefits