Allegis provides resources for the independent advisor
Allegis Advisor Group was founded in 2009 by Chris Miller. With an extensive background in financial services, his desire was to create an environment in which advisors could remain completely independent as they continually enhanced their businesses and moved people closer to financial security.
Allegis was designed to be a one-stop-shop for the independent advisor, offering all of the financial services needed to deliver value to clients. Through Allegis, advisors are able to take advantage of a have-it-your-way platform, practice management tools, unbiased advice, a seasoned team of experts in every financial discipline, coaching, and a product portfolio representing a multitude of institutions.
Allegis has since grown to be the premier behind-the-scenes partner in supporting independent advisors as they navigate the financial frontier.
Product & carrier diversity
We offer a wide range of products and carriers, ensuring you’re able to find the right solution for clients. The more choice you have, the more likely you are to find the perfect fit.
One and done! Take 10 minutes to fill out our contracting kit and you can be licensed with any or ALL of the carriers we represent.
We pride ourselves in offering timely, efficient back-office support. From helping research products and carriers, to seeing cases through to fulfillment, our team is knowledgeable, friendly and focused on supporting advisors.
Seasoned Underwriting Services & Tools
Our Chief Underwriter has over 25 years of underwriting experience and will help you position the case, work with carrier underwriters, get the best offer and get your case placed.
CEO and Founder
Chris is one of the most knowledgeable, hard-working leaders in the industry. His technical strengths in the financial services industry have helped him navigate some of the most difficult times. He is a smart strategist who has been a leader in a number of major business functions.
VP, Finance & Operations
VP, Annuity Distribution
VP, Life Distribution