Providing Strategies for Executives and Business Owners to accumulate, plan for and protect their future – so that retirement reflects a lifestyle befitting their level of success.
Through our relationship with Corporate Endowment Solutions, we focus on executive and corporate plan designs, asset and accumulation management – from executive life income plans, to programs for companies seeking to recruit, retain and reward top people:
CORPORATE BENEFIT PLANS FOR EXECUTIVES
KEY PERSON INSURANCE
BUSINESS SUCCESSION PLANNING
TAX-FAVORED PLANNING STRATEGIES FOR INDIVIDUALS AND ENTITIES
What’s Your Life Income Plan?
Life Income PlanSM (LIPSM) is a service mark owned by Corporate & Endowment Solutions, LLC (CES).
Corporate & Endowment Solutions, LLC is not owned or operated by Equitable Advisors or Equitable Network.