About Us

Solutions for Professionals

Wherever life takes you, the Life Income PlanSM is working for you.

 

 

 

 

  • Accumulation focused designs
  • Tax-deffered case value accumulation
  • No direct surrender charges

The Life Income PlanSM uses corporate-owned life insurance to create a death benefit protection and tax-deferred life insurance policy to accumulate cash value growth potential. This custom-designed income strategy can potentially help you enhance your accumulation and distribution of supplemental retirement funds in a tax-advantaged manner. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PPG-109020 (11/15)(exp.11/17)

Corporate & Endowment Solutions, Inc. (CES) offers corporate benefit and tax-favored planning strategies to organizations and high net-worth individuals. CES was founded in 1995 and is headquartered in Springfield, Illinois. Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products, including those of Equitable Life Insurance Company (NY, NY), offered through Equitable Network, LLC., which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Equitable Adivosrs and its affiliates and associates do not provide tax, accounting or legal advice/services. 

 

 

 

 

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 777275

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Corporate & Endowment Solutions Inc. is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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