Aimee Kwain
Senior Insurance Specialist

Industry Expertise

Practice Focus

Biography

Aimee has been assisting individuals with wealth and insurance planning since 2000. Previously a practicing attorney, she incorporates her legal background along with her consulting expertise to bring clients a unique and comprehensive assessment of their life insurance and its relationship with their estate, business, and financial plans.

Aimee works exclusively with high net worth individuals and their families, business owners, and businesses. She is well versed in tailoring and utilizing advanced planning into each client relationship customized to their unique goals and needs. Aimee has an eye for detail and is committed to ensuring that her clients get the appropriate amount of insurance that is aligned to their goals while following sound risk management practices. Aimee is licensed in FINRA Series 7 and 66 as well as life insurance.

Selected Publications

  • "Don’t Neglect Buy-Sell Agreements Funded by Life Insurance" (Construction Executive, April 2015)
  • "To Plan or Not to Plan" (ThinkAdvisor, January 2008)

Professional Affiliations

  • Member, State Bar of California

Education

  • BA, sociology and criminology, University of Toronto (honors)
  • JD, Southwestern University School of Law