520-731-9000
Interested Agents/Advisors
We are all now Allied Elite Financial! We are designed to meet the evolving needs of our clients and our partners. Allied Elite Financial: retirees' and pre-retirees' ally in retirement income planning and specialized retirement professionals' ally in connecting with those entering retirement.
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We're Your Smart-Growth Partner.

Join our nationwide network of financial professionals who trust our program to provide them with qualified annuity appointments and propel their business to the highest levels of success.

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  • A Different
    PERSPECTIVE
    Allied Elite Financial is unique in that we do the marketing and specifically provide our agents/advisors with pre-qualified annuity appointments set directly on their calendars.
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  • Masters of
    EFFICIENCY
    We provide professional development and top marketing strategies that are proven to work.
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  • Focused on
    COMMUNICATION
    We help you create client-based relationships that last a lifetime.


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  • Built on
    SIMPLICITY
    We provide total support to help grow your business and accomplish more than ever before.


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Taking Your Business To The Next Level

Your success is the driving force behind our program. Allied Elite Financial is designed to deliver extraordinary value to your business by providing automated, pre-set, pre-qualified, annuity appointments while offering back-end business and sales support along the way.
Appointments on Demand
We are the industry leader in setting high-quality, geo-targeted annuity appointments. Stop reinventing the wheel. Our program does all the marketing and delivers automated, real-time appointments on your calendar that have been fully vetted by our team.

Complete Business Support
Why do so many financial professionals count on us to help them grow their practice? We focus on delivering targeted solutions, proven sales strategies, and time-saving technology that supports every part of your business.



Never Stop Growing
We are eager to share with you our expertise and knowledge in this industry. From our world-class training events, to our powerful masterminds and business resources, you will learn from the best and will feel empowered to reach new heights.


How it Works

We Do All The Marketing
Over the past 10 years, our industry-leading marketing team has driven over $3.6B in annuity sales for our advisors. Our multi-platform approach allows us to reach a wide range of distribution possibilities and reach a much larger audience.
We Speak With Every Prospect
Our team of highly-skilled professionals are here to answer every call and communicate with every prospect 365 days per year. We're here to answer your clients' questions and help them feel safe throughout the process.

We Only Deliver Quality Appointments
All prospects have been screened and fully vetted by our team. Nothing gets scheduled until we give it our stamp of approval. We produce highly validated, quality appointments, time after time.


Automated Scheduled Appointments
Appointments are placed on your business calendar and your pipeline is set to autopilot. Our proprietary mobile app allows you to click-to-call for virtual appointments, or use our GPS functionality if you're meeting in person.

We Don't Stop There, We...

Educate the Consumer

  • Educational Books
  • Articles & White-Papers
  • Customized Reports
  • Informative Videos
 
Consistently Follow-Up
  • Follow-Up Calls
  • Reminder Calls
  • Financial Professionals’ Bios
  • Customer Support
Support you

  • Personal Coaching
  • Sales Tools & Scripts
  • Back Office Support
  • Time Management Platforms
Help You Grow

  • Training Events
  • Virtual Webinars
  • Mastermind Events
  • Business Coaching
See If You Qualify

What Our Retirement Income Planning Specialists Think of Being Part of Allied Elite Financial

Rebecca W.
“I never worry that I may be doing something that is not compliant. This organization maintains that doing the right thing is the only way to do business.”

Jaime P.
"Having product resources means that I do not have to spend countless hours drafting or editing marketing materials to grow my business. When something in the industry changes, I know that someone is making changes to reflect what is going on in the market.”


Jessica C.
“They are here to help you succeed. Aim higher and they keep you going in the right direction. I have never felt so much support from any other company.”


Bobby J.
“The tools provided have taken my business to a level that would have taken me years to attain.”


Testimonials may not be representative of the experience of other financial professionals and is no guarantee of performance. These testimonials were not paid for.

Welcome to Allied Elite

Insurance Marketing Solutions, J.D. Mellberg Financial, RetireIMS, Advisors Elite Financial and Face2Face Advisors Elite are all now Allied Elite Financial!

With our ongoing dedication to innovation and client satisfaction, our new brand marks a significant milestone in the company’s commitment to providing innovative, high-quality solutions to our clients by leveraging our collective expertise, values and customer-focused approach.
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