Dan Allison

About Dan Allison

When most financial advisors and RIA’s are being honest, there are two big gaps in their current business. First, they struggle to get their clients to refer as much new business as they would like. Most advisors don’t want to use cheesy one liners and harm relationships, but know that doing nothing is not effective. For 17 years through my work with the Feedback Marketing Group I’ve been able to help countless advisors around the world solve this problem in a way that is professional but effective. The other challenge most advisors and RIA’s have involves insurance planning. While they use words like “fiduciary” and “holistic”, many are actually much more comfortable with accumulation conversations and strategies. They admit they don’t want to be “the insurance person” or aren’t current on insurance planning strategies. I bought an insurance firm along with a partner called BCH to serve as the insurance planning partner to advisors and RIA’s who know some of their clients need planning, but either don’t want to do it themselves or are not comfortable with their knowledge level. We take a fiduciary approach to what can normally be a very biased industry so advisors get the perfect solution for their clients with full transparency. If you are an advisor or own an RIA and struggle with earning referrals or doing quality insurance planning for your clients, connect with me and see how we can help!

Experience

1. President

   Brokers Clearing House, Llc

   Jan 2014 — Present

   Founded in 1975, BCH has grown from a couple of employees to our current size by establishing solid relationships with our advisors, our carrier partners, and key resources in the national marketplace.Unlike many of our competitors, we are not simply a source for products. Rather, we are an essential resource for creating solutions. Leveraging on our diverse and talented team of experts, we analyze each situation thoroughly to ensure that advisors have the perfect solution for their clients. Knowing how to match clients with insurance carriers requires finely tuned underwriting expertise. Over the years, we have repeatedly won national recognition for our ability to problem solve and place the most challenging cases.After enjoying success regionally, we extended our capabilities significantly in 1995 when BCH became a founding member of LifeMark Partners. Over the years, LifeMark Partners has grown to become one of the top marketing organizations in the country. Although our affiliation with LifeMark has given us national clout to provide the resources needed by our advisors nationwide, we have maintained our small-town emphasis on service by always putting our advisors and their clients first.At BCH, you will never be “just a number.” One phone call will put you in touch with one of our experienced business development directors who can help you navigate any situation you encounter in the life insurance, annuity, long term care, or disability income markets. Call us today for a free business consultation to discuss increasing your revenue while decreasing your risk.