Experience

• 

  Brokers Clearing House, Ltd.

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Managing Partner

    • 2014 - Present

    Helping financial advisors earn more referrals and execute effective insurance planning

  • President

    • 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.

• 

  Feedback Marketing Group

  • Greater Omaha Area

  • President and Founder

    • Jan 2004 - Present
    • Greater Omaha Area

    Dan Allison is not your typical consultant. Many people rely on academic credentials as evidence of their ability, but Dan also has the practical experience to back it up. With a background in clinical and behavioral psychology, Dan used his knowledge to co-found a mental health company while he was still an undergraduate. The company began as a small, five-employee firm and grew to several hundred employees within a few short years. Much of the growth of his company can be attributed to the same strategies he teaches business professionals through his consulting and public speaking.Dan sold his first company while still in his twenties and has dedicated his career to showing professionals how gaining a better understanding of their clients will lead to an incredible referral relationship. In a few short years, Dan has gone from a virtual unknown to speaking on some of the largest stages in the world. His message is simple: “Your clients are the best consultants for your business, and you need a solid process for engaging your clients in your business and its growth.” By using Dan’s easy-to-implement strategies, businesses across the country are seeing big improvements in their referral relationships and their bottom line.