Business Details
50+ Years
experience
Insurance Marketing Solutions Since 1975
Allen Marketing & Associates has been a trusted partner for insurance professionals since 1975. Our firm specializes in providing a diverse portfolio of fixed insurance products and financial planning solutions tailored to meet the unique needs of top advisors. With decades of experience, we combine personalized service with a comprehensive Network of Professionals including CPAs, estate planning attorneys, and underwriting experts. Our proprietary Complete Job of Planning approach ensures advisors can focus on client relationships while we handle product research and compliance complexities. We offer turn-key marketing tools like seminar programs, annuity leads, and compliance-approved brochures to enhance business growth.Our team of dedicated consultants and case managers works directly with advisors to identify optimal solutions from 25-30 carriers at any given time. As industry innovators, we developed the Insurance & Financial Gatekeeper system and Network of Professionals concept to streamline client service delivery. Headquartered in Hartville, Ohio, our family-owned business continues to prioritize personalized support while maintaining national reach through third-party referral systems and digital marketing resources.
Services
Fixed Annuities
Fixed Index Annuities
Life Insurance
Long Term Care
Medicare Supplements
Group Life Insurance
Disability Insurance
403(b)/457(b) Plans
Lead Generation
Compliance Tools
Details
- Year established: 1975
Highlights and features
- We offer 48+ years of specialized insurance marketing expertise since 1975
- Our proprietary Network of Professionals includes CPAs and estate planning attorneys
- We provide tailored marketing tools including seminar programs and annuity leads
- We maintain relationships with 25-30 insurance carriers for optimal product selection
- Our Complete Job of Planning approach addresses all client financial needs
Services
Fixed Annuities
Our fixed annuity solutions provide guaranteed returns for clients seeking stable retirement income. We help advisors select optimal products from multiple carriers while ensuring compliance with suitability standards. Our team offers comprehensive case management and underwriting support throughout the process.
Life Insurance
We offer diverse life insurance products including term and permanent coverage options. Our specialists assist advisors in matching policies to clients' estate planning and family protection needs with access to advanced underwriting resources and compliance guidance.
Lead Generation
Our lead generation services include third-party referral systems, annuity leads, and seminar programs. These tools help advisors expand their client base through proven prospecting methods tailored to their specific business models and target markets.
Compliance Tools
We provide compliance-approved marketing materials including brochures, presentations, and postcard mailings. Our resources help advisors maintain regulatory compliance while effectively communicating financial concepts to clients in clear, accessible formats.
Network of Professionals
Our proprietary network connects advisors with CPAs, estate planning attorneys, and underwriting experts. This collaborative approach ensures comprehensive solutions for complex financial planning scenarios while providing ongoing professional support for advisors.
People
Patrick H. Allen III
Founder, President & Coach
With 48+ years in the insurance industry, Pat founded Allen Marketing & Associates in 1975. He developed the Network of Professionals concept and continues to coach top producers while maintaining active sales operations.
Kelsie Allen-Welser
Vice President of Operations
Kelsie oversees daily operations and ensures exceptional client support. She maintains company culture while managing office efficiency and customer service standards for insurance professionals nationwide.
Lisa Allen-Cutlip
Vice President of Sales & Marketing
Lisa builds relationships with top advisors and helps them achieve business goals. She specializes in connecting insurance professionals with appropriate marketing resources and product solutions.
Cherie Barth
Customer Relations Representative
Cherie serves as the primary contact for agents and clients, providing efficient support and maintaining clear communication channels between advisors and our internal teams.
Makayla Cutlip
Team Member
Makayla contributes to our customer service team with dedication to supporting insurance professionals through efficient administrative and operational assistance.
Questions
What insurance products do you specialize in?
We specialize in fixed annuities, fixed index annuities, life insurance, long term care, and retirement planning solutions.
How do you help insurance advisors grow their business?
We provide lead generation tools, seminar programs, annuity leads, and compliance-approved marketing materials tailored to advisors' needs.
What makes your firm different from other marketing agencies?
Our Complete Job of Planning approach and Network of Professionals offering CPAs, attorneys, and underwriting experts set us apart.
How many insurance carriers do you work with?
We maintain relationships with 25-30 different insurance carriers to ensure optimal product selection for clients.
Do you offer compliance support for insurance professionals?
Yes, we provide compliance-approved brochures and dedicated support for suitability and compliance questions.
Where is your firm located?
Our headquarters are in Hartville, Ohio, with national reach through our third-party referral system.
