Business Details
50+ Years
experience
Trusted Insurance Partners Since 1975
Since 1975, Allen Marketing & Associates has been a cornerstone in the insurance and financial services industry, providing specialized support to advisors nationwide. Our firm delivers a comprehensive suite of fixed insurance products, including Fixed Annuities, Life Insurance, and Long Term Care, while offering access to a curated Network of Professionals comprising CPAs, Estate Planning Attorneys, and Compliance Experts. With decades of experience, our team prioritizes personalized service, tailoring solutions to meet the unique needs of each advisor and their clients. Our commitment to innovation is demonstrated through proprietary tools like the Insurance & Financial Gatekeeper and Complete Planning Approach, ensuring advisors can efficiently navigate complex client scenarios. We empower financial professionals with lead generation systems, compliance-approved educational materials, and strategic marketing resources designed to enhance practice growth.Our leadership team, led by Patrick H. Allen with over 50 years of industry expertise, continues to drive our mission of excellence in retirement and life planning. We maintain a client-centric culture focused on transparency, integrity, and sustained support for our advisors throughout all phases of client engagement. Our physical office in Hartville, Ohio serves as the hub for our national operations, supporting advisors from initial case consultation through policy implementation. By maintaining relationships with 25-30 carriers at any given time, we ensure optimal product positioning for diverse client situations. This strategic approach has solidified our reputation as a trusted resource for financial advisors seeking reliable wholesale insurance solutions.
Services
Fixed Annuities
Fixed Index Annuities
Life Insurance
Long Term Care
Medicare Supplement
Group Life
Disability Insurance
Retirement Planning
Seminar Presentations
Compliance Brochures
Details
- Year established: 1975
Highlights and features
- We offer over 50 years of combined industry expertise through our leadership team.
- Our proprietary Complete Planning Approach ensures comprehensive client solutions.
- Access to 25-30 insurance carriers enables optimal product positioning for each case.
- We provide specialized marketing tools including seminar programs and lead generation systems.
- Our Network of Professionals connects advisors with CPAs and Estate Planning Attorneys.
What people say
Exceptional industry knowledge
Reliable compliance resources
Proactive advisor support
Timely case management
Trusted partnership
Services
Fixed Annuities
Fixed Annuities provide guaranteed income streams for retirement planning. Our tailored solutions help advisors secure stable financial futures for clients through predictable returns. With access to multiple carriers, we ensure competitive rates and customized payout structures that align with individual client needs and risk profiles.
Long Term Care
Long Term Care insurance safeguards against escalating care costs while preserving estate value. Our specialized policies address both traditional care facilities and home-based services, offering advisors comprehensive options to protect clients' financial security during health transitions without compromising quality of life.
Network of Professionals
Our unique Network connects advisors with certified CPAs, Estate Planning Attorneys, and Compliance Experts. This collaborative system provides specialized guidance for complex financial scenarios, ensuring advisors receive authoritative support on tax implications, legal structures, and regulatory requirements for client cases.
Lead Generation
We offer turn-key referral systems and targeted annuity leads to accelerate practice growth. Our proven prospecting tools include seminar programs and postcard mailings designed to generate consistent client meetings while maintaining compliance with industry regulations and suitability standards.
Compliance Brochures
Our compliance-approved brochures simplify complex financial concepts for client education. These resources cover retirement strategies, income options, and insurance products while ensuring adherence to regulatory guidelines, helping advisors maintain transparency and build trust through accessible information delivery.
People
Patrick H. Allen III
Founder & President
With 50+ years in insurance, Pat founded Allen Marketing in 1975 and created proprietary systems like the Insurance Gatekeeper. He continues daily client interactions while mentoring top producers.
Kelsie Allen-Welser
Vice President of Operations
Kelsie oversees daily operations and client relations, ensuring seamless service delivery across all departments. She maintains company culture while managing growth initiatives in her 15th year with the firm.
Lisa Allen-Cutlip
Vice President of Sales
Lisa manages national advisor relationships and product positioning strategies, leveraging two decades of experience in financial services to help professionals achieve their business objectives.
Cherie Barth
Customer Relations
Cherie serves as primary contact for agents and clients, resolving inquiries with 20+ years of insurance operations expertise, ensuring prompt, accurate support to all stakeholders.
Questions
How do you support financial advisors differently than other firms?
We provide exclusive access to our Network of Professionals and proprietary tools like the Complete Planning Approach, ensuring tailored solutions for complex client scenarios.
What insurance product types do you specialize in?
We focus on fixed insurance products including Fixed Annuities, Long Term Care, Life Insurance, and Medicare Supplements through partnerships with 25-30 carriers.
How long have you served the industry?
Allen Marketing has supported financial advisors nationwide since 1975, providing continuous insurance solutions for over four decades.
What marketing resources do you offer advisors?
We provide compliance-approved brochures, seminar programs, postcard mailings, and lead generation systems to help advisors grow their practices efficiently.
How can I get case-specific assistance?
Contact our office directly at 800.877.6589 or email [email protected] to connect with a dedicated marketing consultant or case manager.
