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Financial Professional
Services

We value you as a financial professional

CES is an industry leader in the design, implementation and management of tax-advantaged accumulation planning solutions for qualifying individuals, professionals and business owners. Leveraging our vast industry expertise, CES provides cutting-edge strategies aimed at helping your clients achieve their financial objectives.

Our success is intrinsically tied to the success of financial professionals, which is why we prioritize fostering strong relationships with financial professionals across the country. Below are several ways you can gain from CES's extensive experience in the nonqualified markets.

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Pre-sale/sales support

  • Differentiating marketing platform
  • Compliant, market-tested sales tools and marketing collateral, including print, web and video resources
  • Pre-sale consults and COLI qualification
  • Presentation builds with financial models and analytics
  • Full plan analysis and evaluation of existing plans with the Nonqualified Plan DoctorSM
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Case processing

  • Application assistance and processing
  • Underwriting negotiating and tracking
  • Case packaging and submission
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Post-sale administration and reporting

  • Client and financial professional web portals
  • Policy monitoring and support
  • Automatic notifications of important changes
  • Client-ready annual reviews
  • Dedicated service team
Manage Icon

Case processing

  • Application assistance and processing
  • Underwriting negotiating and tracking
  • Case packaging and submission
Distribute Icon

Post-sale administration and reporting

  • Client and financial professional web portals
  • Policy monitoring and support
  • Automatic notifications of important changes
  • Client-ready annual reviews
  • Dedicated service team

Contact us today

If you’re a financial professional seeking to broaden your subject matter expertise, we’d love to speak with you.