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Qualifications

Allen Wealth Strategies has been a member of John Hancock Financial Network and VantagePointe Financial Group for over 20 years. The average experience of our associates is 20 years, with combined experience of 80 years.

Representatives affiliated with Allen Wealth Strategies are proud to have qualified for 12 ACE (Achieving Client Excellence) awards to date, which honors the leading financial professionals and advisors across the national John Hancock Financial Network.

Our associates are credited with 14 MDRT awards (Million Dollar Round Table). MDRT is the Premier Association of Financial Professionals, comprised of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.


*ACE (The Achieving Client Excellence Award) -  was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients evaluation. 

**MDRT (Million Dollar Round Table) - Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

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