About Us
Founded in 1996, Corporate and Endowment Solutions (CES) has carved a niche within the institutional and
corporate life markets and become an industry leader in the design, implementation and administration of
nonqualified corporate benefit planning solutions. Our mission is to educate, train and foster the success of financial professionals within the institutional and corporate life silos. With an emphasis on asset location, our
accumulation-focused designs help executives, professionals and small to mid-size business owners meet their
income replacement goals. Through our commitment to excellence and innovation, we strive to support our financial
professionals in guiding their clients on the path to financial freedom.
Experience the CES advantage with our end-to-end platform approach that provides a turnkey process for
implementation of institutional, corporate and private placement life insurance products designed for efficiency
under the current tax code. This client-centric and needs-based approach clearly defines client objectives and
reveals appropriate potential strategies for its target demographic.
The CESA platform goes beyond just providing daily values and asset and liability reporting. We provide full-service management with monitoring and automatic notifications of important contract changes that keep you a step ahead in meeting your client’s needs. From our presale support through our differentiating service and administration portal, CES is constantly seeking to exceed financial professional and client expectations.
