Financial Professional Services
We value you as a financial professional
CES is an industry leader in the design, implementation, and administration of corporate benefit planning solutions. Leveraging extensive industry experience, CES delivers innovative strategies designed to help your clients meet their financial goals.
Our success is intrinsically linked to the success of our financial professionals, which is why we continue to build and nurture relationships with financial professionals across the country. Here are just a few ways plan advisors can benefit from the CES combination of experience in the non-qualified deferred compensation arena.
- 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
- Client interfacing via conference call, web, or in-person
- Full plan analysis and evaluation of existing plans with the Non-Qualified Plan DoctorSM
- Application processing and field underwriting
- Underwriting offer negotiating for Guaranteed Issue (GI), Simplified Issue (SI), or Fully Underwritten (FU)
- Case packaging/submission
- Revenue Sharing Model