Resources

Recent Posts

Woman with glasses working on a laptop and writing in a notebook at a desk in a modern office.
August 12, 2025
Learn why going direct to a PEO can cost more and how a broker helps compare plans and save time and money. Get key tips to choose the right benefits solution.
Two men are sitting at a table looking at paperwork. One man is helping the other man understand.
By Alyssa Bland July 2, 2025
Employee benefits packages are often layered with jargon, multiple plan options and confusion for which plans they and their dependents are enrolled in that can be difficult for employees to navigate. Even with open enrollment meetings and benefit summaries, many employees remain unclear on what their plans actually co
The golden gate bridge is covered in fog on a foggy day.
By AEIS May 27, 2025
Regardless of where your headquarters are located, the shift to remote and hybrid work has expanded many companies’ reach, often unintentionally.
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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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