From Our Founder

The Allied Way

Bringing professionals together in dynamic ways is what makes Allied so special. Finding the perfect balance of passion and expertise enables everyone to be their very best. That’s our primary focus: creating healthy, happy teams and driving sustainable results for their clients.

— Greg Carlton, RHU, ChHC, CLU, ChFC

Building the puzzle

How We Save Our Clients Millions and Build Teams That Win

Our advisors help Allied members expand thinking beyond normal limits. Delivering the unimaginable means developing a better understanding of markets, brands, big data, financials, delivery models, communications, and the emotional and intellectual needs of professional teams.


By crafting innovative processes and coupling them with the right talent, we enable our members to grow vertically with the least amount of capital expense and the shortest timeline to success.

The Allied Way

Building Better Businesses Together


Combining the Allied Service Model with professional collaboration groups like Benefit Advisors Network equips our Affiliates with a vast set of tools comprised of specialists, systems, processes, and partners that propels everyone forward.



Allied will continue to thrive in a variety of industry settings because high performing advisors want the best peer-groups, the brightest ideas, and the highest level of collaboration. We bring people, concepts, technology, relationships, education, innovation, and execution together in ways never seen before.

We believe everyone benefits by joining together to grow their capabilities and wisdom. Naturally, the result is winning.

Annual Savings


Employees Served


Avg. Sales Increase


Traffic Boost


“Today is important but tomorrow is more so.  That requires working with someone who has a vision and knows how to execute on that vision.  I have known and worked with Greg over the last five years.  Along with being a person of high character and professionalism, he has the ability to move an organization forward by executing on a vision.”

Richard Silberstein, CLU, ChFC, RHU

President, SIG

Get In Touch

Phone: +1 270 703 1640
Fax: +1 800 524 7047