Maximizing resources for your business with our professional advice, competitive products & quality support. We are more than a marketing firm to our advisors, we are a point of reference and resource for their business and are excited to find out how we can help you with your business! Professional Advice, Competitive Products and Quality Service With a High Level of Support.
Since 1975, Allen Marketing & Associates, Inc. has sustained a reputation for providing a diverse, value-added portfolio of products for top advisors to present. Combined with our dedication, knowledge and experience, we not only offer a dedicated marketing consultant and case manager; you have access to our Network of Professionals. This includes, but not limited to, a CPA, Estate Planning Attorney, Advanced Underwriting and individual attention for Compliance & Suitability questions.
We offer a range of options for your business. From compliance approved brochures, email marketing tools, postcard mailings, seminar presentations and everything in between.
Since 1975, Allen Marketing & Associates, Inc. has sustained a reputation for providing a diverse, value-added portfolio of products for top advisors to present. Combined with our dedication, knowledge and experience, we not only offer a dedicated marketing consultant and case manager; you have access to our Network of Professionals. This includes, but not limited to, a CPA, Estate Planning Attorney, Advanced Underwriting and individual attention for Compliance & Suitability questions.
We offer a range of options for your business. From compliance approved brochures, email marketing tools, postcard mailings, seminar presentations and everything in between.
Services
Since 1975, Allen Marketing & Associates, Inc. has sustained a reputation for providing a diverse, value-added portfolio of products for insurance professionals to present.
Combined with our dedication, knowledge and experience, we not only offer a dedicated marketing consultant and case manager; you have access to our Network of Professionals.
This includes, but is not limited to, a CPA, Estate Planning Attorney, Advanced Underwriting and individual attention for Compliance & Suitability questions.
Combined with our dedication, knowledge and experience, we not only offer a dedicated marketing consultant and case manager; you have access to our Network of Professionals.
This includes, but is not limited to, a CPA, Estate Planning Attorney, Advanced Underwriting and individual attention for Compliance & Suitability questions.
With every successful business, prospecting is the most important factor.
Without new clients to see, your business is not growing.
So, what if you had an endless pool of prospects?
Our Third Party Referral System can offer you just that, Endless Prospects.
If the Referral System is not something you are interested in, we also offer online annuity leads, seminar presentations, postcard mailings and much more.
We focus on a complete job of planning using fixed products, such as Fixed and Indexed Annuities, Life Insurance and Long Term Care.
Without new clients to see, your business is not growing.
So, what if you had an endless pool of prospects?
Our Third Party Referral System can offer you just that, Endless Prospects.
If the Referral System is not something you are interested in, we also offer online annuity leads, seminar presentations, postcard mailings and much more.
We focus on a complete job of planning using fixed products, such as Fixed and Indexed Annuities, Life Insurance and Long Term Care.
Patrick H. Allen, III is the Founder, Leader, President and Coach of Allen Marketing & Associates, Inc.; a National Wholesale Insurance and Financial Marketing/Brokerage Firm.
Pat has been in the insurance and financial business since 1975 and has accumulated a vast amount of knowledge and a tremendous wealth of experience which has earned him the respect of many business associates, Industry leaders and companies.
Pat has been very successful in every facet of our business including recruiting, agency building and personal production, which he still does every day.
Pat has been in the insurance and financial business since 1975 and has accumulated a vast amount of knowledge and a tremendous wealth of experience which has earned him the respect of many business associates, Industry leaders and companies.
Pat has been very successful in every facet of our business including recruiting, agency building and personal production, which he still does every day.
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