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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 Personal Insurance

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With access to a wide range of carriers in Santa Rosa, Petaluma and Novato, A.E.I. Financial Group offers a diverse selection of personal insurance plans that can be designed to meet your specific needs. We are committed to providing exceptional customer service by tailoring insurance packages for individuals and families that offer protection and peace of mind.

A Wide Range of Products

Within today’s complex financial marketplace, obtaining insurance is not always a simple matter. Fortunately, finding an adviser who looks out for your interests is easy when you work with a A.E.I. Financial Group specialist who makes your peace of mind a priority. Our insurance agents will find the rates and tailor insurance plans according to your goals and specific concerns.

Assessing Your Insurance Needs

A.E.I. Financial Group insurance agents function as your personal adviser by providing full needs assessments and assist you with determining the level of risk in key areas that may require special consideration. Clients can count on the Santa Rosa, Petaluma and Novato insurance agents to provide objective evaluations of needs and risks and inform you of the many options available according to your budget. Call us for:

Life Insurance:


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Health Insurance:

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Regardless of your age, present physical health, or any existing health coverage you may already have, choosing the right health insurance options that fit your particular needs, as well as your budget, can benefit from the skill and experience…

Annuity:

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Our Santa Rosa, Petaluma and Novato insurance agents can help you choose from a range of flexible plans that will allow you to protect your savings and generate a reliable stream of income for your golden years.

Designed to meet long-term needs for retirement income and provide guarantees against the loss of principal and credited interest, annuities may be a way to protect future prosperity. After the premium for the annuity is placed in the annuity, it typically requires that you not withdraw the funds from the annuity for a period of time (ex. 5, 7, or 10 years), which is referred to as the surrender period. At the end of the surrender period, you can typically take payments from the annuity for a period of time, or a lump sum which includes your premium plus credited interest.

Medicare:

If you are turning 65 years of age and looking for a Medicare plan, A.E.I. Financial Group insurance agents provide access to carriers to help you make an informed decision from Medicare options available. We offer guidance that seniors…

Simplify your research and manage your costs with the Santa Rosa, Petaluma and Novato Medicare insurance agents who make your particular health concerns a priority.

If you are looking for Medicare supplement plans that fill the gaps with the coverage you need and allows you to benefit from services not covered by Medicare alone, contact a A.E.I. Financial Group insurance agent to help minimize confusion and provide more clarity for your Medicare plan.

Medicare Supplemental Insurance:

The experienced A.E.I. Financial Group health insurance agents can answer your questions about out-of-pocket costs and Medicare Supplement premiums and help ensure you are protected.

A.E.I. Financial Group Medicare Supplement insurance strategies allow you to choose your own…

Medicare Advantage:

Limit your out of pocket expenses and help ensure your medical costs are covered…

A.E.I. Financial Group health insurance agents provide knowledgeable assistance by comparing different benefits, costs and restrictions to determine the type of coverage you qualify for and customize plans according to your specific needs.

Senior life Insurance:


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Prescription Drug Plans:

Consult with the A.E.I. Financial Group prescription drug coverage agents to determine which plan is right for your needs.

The Advantages of consulting with a A.E.I. Financial Group Prescription Drug Plan Agent

Our experienced agents explain the list of medications…

Life and Health:

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As 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.