President, P. Allen Haney Company

A trusted advisor to business owners and nonprofit executives, Allen Haney is best known for solving problems. His consul on employee benefits, executive compensation, and retirement planning routinely vitalizes the health and sustainability of closely held businesses and associations.

He is most appreciated for his all-inclusive, uncompromising commitment to expand client capacity by uncovering risks and opportunities hidden in blind spots. A reliable mentor of strategic vantage, in 2012, Allen was named a Risk & Insurance® magazine Power Broker®. He is one of only 10 brokers nationwide to receive the Liberty Mutual Responsibility Leader® designation—the insurance industry’s top honor.

A life-long learner, Allen’s professional designations and licenses include:

• Chartered Property Casualty Underwriter (CPCU)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Chartered Advisor for Senior Living (CASL)
• Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 65 Licenses

Allen is a passionate volunteer and avid fan of nonprofits. He is the only insurance broker in the American Society of Association Executives to be named a Fellow (FASAE) and receive the ASAE Distinguished Contribution Award. He is the first to receive the ASAE All Star Award in Insurance & Financial Services.

He is past president of the DC of Chapter of the Chartered Property Casualty Underwriters Society, and served on the board of the Professional Insurance Marketing Association and Society of Financial Service Professionals.

The P. Allen Haney Company is a family-owned and operated enterprise that empowers business owners and executives to lead wisely.