Resources

Resources

Recent Posts

a man is raising his hand to ask a question,
20 Mar, 2024
Protect your business's vital assets with key person insurance. Safeguard against the loss of crucial employees. Contact AEIS for assistance.
a woman is smiling and holding a tablet, she has worked with an employee benefits broker
04 Mar, 2024
Stay ahead in employee benefits: Understand evolving workforce needs, trends for 2024, and how AEIS can support your organization's goals.
A group of insurance professionals smiles as they gather around a meeting table, discussing buy sell
13 Feb, 2024
A buy-sell agreement is one that creates a clear path for the transition of ownership of a business. This typically occurs if a business partner passes away, or if they simply choose to leave the company for whatever reason.
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Webinars

AEIS, in partnership with United Benefit Advisors, offers monthly webinars on legislative updates and trending benefit and wellness topics to educate and keep employers informed. These 60 minute intermediate level webinars are presented by foremost legal advisors and benefits professionals.

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AEIS Webinars

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Sell Your Book of Business

Partnering with an experienced firm makes planning your exit strategy a breeze. AEIS has decades of experience as a family-owned employee benefits advisor. Learn how you can sell your book of business and plan for the future!

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FAQs


  • Does AEIS only serve businesses in California?

    No. While our office is located in the San Francisco Bay Area, we have clients in other states as well as many CA-based employers with workforces that are spread throughout the country. Our partnership with UBA empowers us to fulfill the needs of clients all over.

  • What size companies does AEIS work with?

    We work primarily with small to mid-size employers (defined as 2-100 employees in CA) but we work with groups as large as several hundred employees.

  • Does AEIS charge my company for its services?

    No! You can rest assured that we never charge our clients any fees to be their broker.

Career Opportunities

AEIS is always looking to expand its team to provide better service to more companies! See our available positions, or just send us your resume.
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