Corporate and Endowment Solution

Name

Corporate and Endowment Solution

Legal name

Corporate & Endowment Solutions

Website

https://ces-home.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Nonqualified Benefit Plan Administration and Retirement Insurance Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Universal Life (UL) Insurance (FSAIABAB)

akta.pro secondary industries

Group Whole Life (Limited/Continuous Pay) (FSAIADAE), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Nonqualified benefit plans
• Retirement income planning
• Corporate-owned life insurance
• Asset location strategies
• Plan administration services

Headquarters

HQ city

Springfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Nonqualified Benefit Plan Administration: CES provides design, implementation and management of tax-advantaged accumulation planning solutions for qualifying individuals, professionals and business owners. Revenue is generated through ongoing administration fees and plan management services.
2. Life Income Plan® Insurance Products: Corporate-owned variable universal life insurance products with accumulation-focused design, providing life insurance protection with tax-advantaged access and distribution features.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Corporate and Endowment Solutions (CES) provides tax-advantaged accumulation planning solutions for high-income executives, professionals, and small business owners, centered on the proprietary Life Income Plan® built on cash value corporate-owned variable universal life insurance. The company also offers the Nonqualified Plan Doctor℠ complimentary consulting service to assess existing nonqualified benefit plans, and a Financial Professional Services suite covering pre-sale support, case processing, and post-sale administration.

Product overview

Corporate & Endowment Solutions (CES) offers a unified financial planning platform centered on the Life Income Plan®, a tax-advantaged accumulation and income replacement solution utilizing institutional-grade life insurance. This core product is supported by the Nonqualified Plan Doctor℠ advisory service for plan assessment and evaluation, along with a comprehensive Financial Professional Services suite providing pre-sale support, case processing, and post-sale administration. The portfolio is designed for high-income executives, professionals, small business owners, and the financial advisors who serve them.

Differentiator

Problem solved

Functional benefit

Brands

• Life Income Plan®: A retirement income planning solution leveraging asset location strategies and institutional-grade life insurance for high-income executives, professionals, and small business owners.
• Nonqualified Plan DoctorSM

Products and services

• Life Income Plan®
• Nonqualified Plan Doctor℠
• Financial Professional Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Principal Financial Group: Diversified financial services firm offering retirement, investment, and insurance solutions including nonqualified executive benefit plans and corporate-owned life insurance for plan sponsors — competes in CES's core vertical through employer and advisor channels.
• Securian Financial: Insurance and retirement services carrier with a strong focus on life insurance accumulation products and group/executive benefits — overlaps with CES's variable universal life-based accumulation strategy and advisor distribution model.
• MassMutual: Large mutual insurer offering whole and universal life insurance as well as executive benefit and nonqualified plan solutions for businesses — a comparable product set with the same corporate-owned life insurance accumulation thesis, distributed through financial professionals.
• Ameritas: Mutual insurance company offering individual life insurance (including universal and indexed universal life) and retirement/annuity products distributed through financial professionals — comparable advisor-channel life insurance accumulation offering for retirement income planning.
• Prudential Financial: Large insurer with a dedicated group insurance and retirement business that includes executive benefit, nonqualified deferred compensation, and COLI solutions — a scaled incumbent competing for the same plan sponsor and advisor-driven engagements.
• Lincoln Financial Group: Major insurance carrier and retirement solutions provider with established executive benefit, nonqualified plan, and corporate-owned life insurance capabilities — competes for the same advisor-driven executive benefit engagements CES serves, but at substantially greater scale and brand recognition.
• OneAmerica: Mutual insurance and financial services company offering group and individual life insurance as well as executive benefit/nonqualified plan services through the worksite and advisor channels — comparable in product mix (life insurance for retirement/exec benefits) but operating at significantly greater scale.

Regional players

• National Western Life Insurance: Specialty life insurer focused on universal life and indexed universal life accumulation products for retirement planning, distributed through independent agents — comparable product thesis (life insurance as a tax-advantaged accumulation vehicle) but with a more agent-centric and broader individual-market orientation.

Direct peers

• Pentegra Retirement Services: Specializes in retirement plan administration including nonqualified executive benefit plans and bank-owned life insurance (BOLI)/COLI programs, serving financial institutions and corporate plan sponsors — a focused peer in the nonqualified plan and corporate life insurance administration space CES operates in.
• NFP (National Financial Partners): Large US-based insurance brokerage and advisory firm that designs, implements, and administers executive benefit programs including nonqualified deferred compensation and corporate-owned life insurance solutions — directly overlapping CES's core service offering and target customer base of plan sponsors and high-income executives.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Corporate-and-Endowment-Solutions-1232904953529308

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Corporate and Endowment Solution