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A.E.I. Financial Group

Santa Rosa, Petaluma and Novato Investment Portfolio Analysis, Social Security Maximization and Investment Management

Santa Rosa, Petaluma and Novato Life and Health Insurance for Employees

It is important to make sure that when your employees fall sick, they have adequate medical insurance to help covers their expenses.

As trusted insurance agents in Santa Rosa, Petaluma and Novato, A.E.I. Financial Group offers affordable and flexible group life insurance plans and health benefit packages to businesses of all sizes. Our experienced agents work closely with business owners to design the packages that help attract and retain a talented workforce.

Group Health

Just as buying in bulk can save you money, the same principle exists for insurance. By having employees come together under one policy, they typically receive coverage at a lower cost than they would if they acquired insurance individually.

Increased healthcare costs and stringent workplace guidelines for employers make it even more important to stay informed when it comes to group health plans for your employees. A.E.I. Financial Group agents design cost effective group life insurance and group health insurance that can meet the needs of your business while helping you manage costs.

A.E.I. Financial Group offers a range of plans for employees at all levels that include:

  • Health
  • Dental
  • Vision
  • Long or short term disability

Group Life Insurance

Helping business owners in the Santa Rosa, Petaluma and Novato region insure their employees and families for many years, the dedicated team at A.E.I. Financial Group will thoroughly assess your group life insurance needs and create affordable packages that are specifically customized to your business.

Choose from:

Universal Life Insurance

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Offers long-term protection with an added opportunity for tax sheltered cash value benefits.

Term Life

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Usually the most cost effective choice, rates and coverage may be guaranteed and renewed depending on the term (10 years, 20 years). A.E.I. Financial Group agents can designate options that allow for conversion to Whole Life or Universal Life.

Whole Life

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An appropriate choice for those who require lifetime protection, this coverage may offer cash values and includes guaranteed level premiums and death benefits.

Specialized group life insurance options

Ask a A.E.I. Financial Group agent to learn more

With access to a large number of insurance carriers, A.E.I. Financial Group experts offer trustworthy and experienced guidance. We source the right rates and create a plan that is just right for your business. Call us for a complimentary quote.

Life Insurance Disclosure: Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Keep in mind that most life insurance policies require health underwriting, and in some instances, financial underwriting. Premium rates vary by a number of factors, including carrier, product, client health and age, and a number of other factors.