Kelly Allen
Affiliations
Professional Details
Greetings! I’m Kelly Allen, a Professional Health and Life Insurance Broker and Registered Social Security Analyst. I specialize in Social Security, Medicare, and Annuities, helping clients create tax-efficient strategies that improve their retirement.
Many people don’t realize the taxes and premium surcharges they’ll face in retirement, but with careful planning, you can minimize these costs.
If you’re looking for peace of mind and want to ensure you’re keeping more of your hard-earned benefits, reach out for a conversation about how to optimize your financial strategy.
Currently Licensed in – AR, AZ, DE, FL, GA, IA, KS, LA, MD, MI, MO, MS, NC, NM, NY, NV, OH, PA, SC, TN, TX, VA, WA, WV
Areas of Expertise
- Insurance Agent
- Medicare Advisor
- Other
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
