I am a Business Development Strategist tasked with developing marketing strategies, and building AEIS's trusted partnerships with CPAs, Attorneys and Family Offices. I work with our trusted advisors to help them better help their clients with their life insurance strategies and set the foundation for enduring partnerships. At AEIS, we believe that a company cannot be great at all things, so we like to work closely with our client’s other trusted advisors to confirm they have a comprehensive and well developed estate plan. I bring a consultative and educational approach to working with our trusted advisors. I help curate information that includes blog articles and webinars on changes in estate laws and IRS life insurance codes. We will meet with our trusted advisors and go over case studies (HIPAA compliant) of life insurance strategies we have seen that have both been successes and failures. With AEIS 30+ years of experience, our national footprint as a partner firm within Lion Street, and our deep roots in the bay area community, clients of AEIS trust that we will keep them at the forefront of innovation.I enjoy making new connections and figuring out the best way we can help each other. Feel free to reach me at Alyssa@aeisadvisors.com.