Founded in 1996, CES has carved a niche market within the Institutional and Corporate Life markets. For the principals of the business, Randy and Barb O’Brien, it has been their lifetime work to educate, train and implement plans for advisors and their clients across multiple distribution channels throughout the United States and Puerto Rico. These plans are designed to benefit higher income earners and people of means, including owners of small to mid-size corporations. The ability to provide such financing tools is a key differentiator for the CES target market.
The CES Platform is a recognized leader in creation of an End-to-End Platform Solution providing a turnkey process for implementation of Institutional, Corporate and Private Placement Life Insurance products designed for efficiency under the current tax code sections. This client centric and needs based approach clearly defines client objectives and reveals appropriate solutions for its target demographic.
To complete this solution driven platform, CES Administration, LLC custom designs reporting methods to meet plan design needs while seeking to exceed advisor and client expectations. The CESA web-based reporting platform provides data values, asset and liability reporting and full service management. This is a clear market differentiator whether it is managing a Life Income PlanSM on an individual level or a participant and plan sponsor in a corporate plan.
CES and CESA are poised for substantial growth in meeting the income planning objectives of accumulation, management and distribution for those we are blessed to serve and support.
- 5 locations across the U.S. with
certified affiliates nationwide
- Serving thousands of clients
and participants worldwide
- Multi-disciplined distribution model
- End-to-end design implementation
and servicing platform
Areas of Focus
- Tax-favored planning strategies
for individuals and entities
- Corporate Benefit Plans
- Multiple platforms for Corporate
Owned Life Insurance use
- Business Succession Planning