Professional Partners Program - Overview
Allgen’s Professional Partners Program enables you to form a strategic relationship with an Allgen financial advisor. A professional partnership can be a source of new business and revenue growth. Our program give you the opportunity to participate in a fee sharing relationship with Allgen.

Most individuals are accumulating assets for retirement purposes. Allgen is focused on helping your clients actively manage these assets to ensure a secure retirement. We serve clients pre and post retirement status. In addition, we are able to serve your business clients as well by offering comprehensive retirement benefit plans.

The Professional Partners Program is soley designed to support the existing relationship you have with your client.

Benefits of Joining Our Program

New Source of Business and Revenue
Our program is designed to provide a significant business opportunity for you and your firm. Allgen provides a fast and easy way to begin improving your bottom line. Through an optional compensation sharing arrangement with Allgen, you may be able to increase your income without additional workload, expand your practice to include retirement asset management services and provide your clients a much-needed integration of their professional advisers.

It’s in Your Client’s Best Interest
By teaming up with us, you will find you are able to provide more comprehensive services and choices than your competitors. Through our formalized referral relationship, you take advantage of the opportunity to make sure your clients' retirement assets are properly managed. What better way to increase the level of service your clients have grown to expect?

Allgen’s Professional Partners Program enables you to form a strategic alliance with an Allgen financial advisor. This relationship makes it possible for both you and the financial advisor to be on the same page when it comes to acting in the best interest of the client. Also, whenever possible we will reciprocate referrals to ensure our clients are also being served properly.

Gain a Competitive Edge
Your peers are working hard to develop firms with fully integrated personal and financial services to offer clients. A team of professionals with cross-functional disciplines working together will be more attractive for your clients than them having to seek complementary services separately. We will help proactively manage your client’s assets and provide the education they need to take an active role in their retirement planning. Joining our program will give you a competitive edge with minimal disruption to your existing practice.

Consolidation and Teamwork is Critical
It is imperative to provide a coordinated financial team that works towards the same goal for the client, a secure financial future. In addition, we are members of a global business environment where economies of scale are critical. Organizations are constantly promoting "one-stop shopping" services; the once distinct lines that separated many professional industries have all but been erased. New firms are emerging and existing firms are reinventing themselves to provide a wealth of professional advice to clients with a substantial discount.

Clients are looking for convenience and simplicity to make their lives more manageable. Teamwork is essential to offer a comprehensive financial solution. Take advantage of providing our education & financial management resources through your practice. You may also find that you have more free time, increased revenues and an expanded client base.