Custom Employee Benefits Insurance Services

INSURANCE SPECIALISTS

All the Insurance Services you need, in one place

Employee benefits and other insurance-related regulations can be complicated. Selecting the right firm to guide you towards the best decisions is easy. Learn more about the range of custom employee benefits insurance services AEIS offers below and get started on your best outcomes.

Employee Benefits Packages

Employee Benefits Packages
Compliance Risk Assessment

Compliance Risk Assessment
Plan Administration

Plan Administration
High Net Worth Life Insurance

High Net Worth Life Insurance

Employee Benefits Consulting

As your benefits advisor, we work with you to determine your specific needs, prioritize your goals, and provide you with the solutions needed to streamline costs and improve your overall benefits package for years to come.

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Alternate Funding 

Take back control of your benefits plans. More employers than ever are switching to alternative funded plans for the increased flexibility and reduced costs they offer. Learn why you should make the switch too. 

Health Insurance Compliance Risk Assessments

Health Insurance Compliance Risk Assessments

Reduce your risk of financial and reputational damage with a tailored compliance review and rest easy knowing you are “audit-ready” year-round. We continually assess, report, and strategize on the effects ACA, HIPAA, COBRA, ERISA, and State and Local laws have on your benefits plan.

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Plan Administration

Properly administering your benefits plans is never an easy task. Entrust AEIS to simplify the administration process so you can focus on what matters most – running your business.

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Employee Communication & Education 

A great benefits plan is only great if your employees know how to use it correctly. Learn how we’ve spent the last 35+ years helping businesses deliver clear and concise benefit plan education and communication to ensure proper usage.

high net worth life insurance

High-Net-Worth Life Insurance

Secure the future of your businesses, your investments, and your loved ones with direction from AEIS. We offer high-net-worth individuals personalized guidance on their insurance needs to create the best possible outcomes.

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    I want to let you know how very much I appreciate all the advice and excellent direction you've given us over the years. I know our account wasn't particularly profitable but you always treated us as though we were supremely important. It would have been much easier for you let us drift away but you always hung in there and went the extra mile, two, three or four.

     

    President, Event Production Company
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    Thank you for putting the Plan Document together for us!  It is a big accomplishment knowing that we are in compliance!   Once again we are grateful and thankful for your continuing support and enjoy the relationship that we share.

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    Office Manager, Food Distribution Company
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    Thank you so much for generously supporting [us] and our AIDS walk team this year. It was a lovely foggy Sunday morning in Golden Gate Park, with thousands of folks walking to fight AIDS. It has been a pleasure working with you over the years. You have saved us LOTS of money! I want you to know how much we appreciate all that you do!

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    San Francisco, Non-profit organization
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    You are absolutely the best! Thank you. p.s.  Others take note. You don't get service like this every day.

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    Securities Broker in San Francisco, CA
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    I have joined the class that Ron invited me to regarding HR and FMLA, etc. Thank you for your ongoing support and assistance; it is a pleasure doing business with you.

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    Preschool Director
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    I just want to let you know that YOU ARE AWESOME. You’re always on top of things and answer questions promptly and in detail. I love working with you.

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    Office Operations Administrator, IT Consulting Firm
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    Switching over to AEIS Advisors was the best decision we’ve made this year. Ronald and his team were able to identify discrepancies on our billing statements which got missed by our last broker, and they saved us over $8,000 in credits! AEIS has proven to be an attentive and caring company, looking out for the best needs of their clients.

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    Director of Operations
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    I absolutely love working with you, Ron, and the entire gang! Just wanted to pass this on - and again thank you for all you do for us!

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    Office Manager, Surgical Center in San Francisco

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Why Tax Treatment of Employee Benefits Matters

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Understanding the tax treatment of employee benefits is crucial for businesses and employees. Proper classification can impact payroll taxes, deductions, and compliance, helping companies maximize savings while avoiding penalties.
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Challenges for California's Mid-Sized Businesses in Today's Market

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