Strive toward your full potential for prosperity and independence

For more than 20 years, CES has offered some the most innovative approaches for retirement planning. Through key relationships, we’ve helped redefine what it means to be financially independent in the 21st century. Whether you’re an executive looking to bridge the income gap at retirement, a small business owner seeking ways to recruit, retain, and reward your top talent, or a financial professional looking for new, innovative investment strategies for their clients, CES has the answer.


Our individual and corporate-owned benefit solutions are accumulation focused, designed to help executives, professionals, and small business owners meet their income replacement goals.


Our innovative benefit solutions are managed by some of the largest and most respected leaders in the financial protection industry, allowing our clients to invest with confidence.


Access to your accumulated funds is a key consideration in planning for your financial future, which is why our solutions promote easily accessible, tax-friendly distribution models.

Build a financial future that reflects your success