Tools You Can Use

Allen Marketing & Associates, Inc. works with advisors on an individual basis because each
business is run differently. We understand that one marketing feature may not work for every
advisor, so we cater to your business' individual needs.

Lead Generation

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.

Industry Arenas

We focus on a complete job of planning using fixed products, such as Fixed and Indexed Annuities, Life Insurance and Long Term Care.

To compliment our main lines of business, we also offer Medicare Supplement products, Group Life and Disability, along with products in the 403(b) / 457(b) side of the business

Client Friendly Brochures

We offer compliance approved, client friendly brochures on retirement planning, income options and financial vehicles. These pieces can compliment your sales presentation, while keeping your client's options simple to understand.

Network of Professionals

The best times in our industry are yet to come and with your business expertise, combined with our resources, you will be prepared to assist clients in the Accumulation, Income or Family Legacy phases of life. With access, but not limited to, a CPA, Estate Planning/Elder Law Attorney, Advanced Underwriting and individual attention for Compliance & Suitability questions you will be prepared to facilitate questions that you may come across with your clients.