About Us

Solutions for Physicians

Who's Been Looking Out for Your Financial Future?

As a physician, you are now able to access the CES Physicians Life Income PlanSM (PLIPSM) that offers an alternative to help mitigate the gap between traditional qualified plans and necessary retirement funds.

 

 

 

 

  • Accumulation focused designs
  • Tax-deferred cash value accumulation
  • No direct surrender charges

Wherever your practice takes you, your CES Physicians Life Income PlanSM is working for you.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PPG-109018 (11/15)(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. 

Securities offered through Equitable Advisors (NY, NY 212-554-1234), member FINRA, SIPC. Annuity and insurance products offered through Equitable Network, LLC. Investment advisory services offered through Equitable Advisors, an investment advisor registered with the SEC. Equitable Advisors and Equitable Network do not provide tax or legal advice.

 

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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck