Business Development Strategist
CurrentAt AEIS, I help grow and strengthen center of influence and referral partners through marketing, events, and education. I am responsible for hosting educational workshops and luncheons such as a series of Trusted Advisors Luncheons covering various, specialized topics. At AEIS, we focus on health insurance and employee benefits and life insurance. For health insurance, we advise businesses with 2 to 500 employees and we are ready to support your growth at any stage. For life insurance, we help develop key person, tax, estate, and family preservation strategies for High-Net-Worth clients, family offices, corporate & business clients and trusted advisors.