Allen Marketing & Associates

At Allen Marketing & Associates, Inc., we have been committed to providing exceptional marketing and sales support to financial professionals for over four decades. Since our inception in 1975, we have built a reputation for delivering quality products, expert advice, and unparalleled service. Our mission is to empower our partners with the tools and resources they need to succeed in an ever-evolving industry.

Our Approach

We take a comprehensive and personalized approach to marketing and sales, recognizing that every business is unique and requires a tailored solution. Our dedicated team of professionals offers expert guidance, product positioning, and support to help our partners grow their businesses and gain a competitive edge. From product research and lead generation to marketing and sales support, we have the expertise and resources to help our partners reach their goals.

Our Services

We offer a wide range of services designed to help our partners succeed in the financial services industry. Our services include:

• Product Positioning: We work closely with our partners to identify the best products for their clients, taking into account their individual needs, wants, and requirements.
• Lead Generation: We provide a range of lead generation options, including turn-key referral systems, annuity leads, seminar programs, and more.
• Marketing Supports: Our marketing team offers a range of materials, including client-friendly brochures, email marketing tools, postcard mailings, and seminar presentations.
• Compliance Support: We provide individual attention for compliance and suitability questions, ensuring that our partners can focus on what they do best - serving their clients.
• Network of Professionals: We have established relationships with a network of professionals, including CPAs, estate planning attorneys, and advanced underwriters, to help our partners address complex client needs.

Our Team

Our team is comprised of experienced professionals who share our commitment to exceptional service and customer satisfaction. Our leadership team is dedicated to fostering a culture of excellence and providing ongoing support and guidance to our partners.

Patrick H. Allen, III, Founder and President

As the founder and president of Allen Marketing & Associates, Inc., Patrick H. Allen, III, has built a reputation for his expertise in the insurance and financial services industry. With over four decades of experience, Pat has established himself as a respected leader and coach, known for his innovative approach to marketing and sales.

Kelsie Allen-Welser, Vice President of Operations

Kelsie Allen-Welser serves as our Vice President of Operations, overseeing the daily operations of our organization. With a keen eye for detail and a passion for customer service, Kelsie ensures that our partners receive the support and guidance they need to succeed.

Lisa Allen-Cutlip, Vice President of Sales & Marketing

Lisa Allen-Cutlip is our Vice President of Sales & Marketing, responsible for building relationships with our partners and driving sales growth. With a keen understanding of the financial services industry, Lisa is well-equipped to help our partners reach their goals.

Andrea Howard, New Business Case Manager

Andrea Howard serves as our New Business Case Manager, working closely with our partners to process new business and contracting. Her expertise and attention to detail ensure that our partners receive seamless support and service.