Versatile, effective plan design

Small and mid-size companies
C-corp, S-corp, LLC
High net worth individuals
Associations
Captive Insurance Companies
Fortune 1000s

Multiple plan designs, customized underwriting, and voluntary offering are hallmarks of CES plan architectures. Specialized financing needs are addressed using:

Executive Deferral
Corporate Funded

Deferred Compensation with Match
Defined Contribution (DC SERP)
Defined Benefit (DB SERP)

Executive Life Income Plan (ELIP℠)
Physicians Life Income Plan (PLIP℠)

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