P. Allen Haney

   President, Co-Founder

  CPCU®, CLU®, ChFC®, CASL®, ChHC®

Allen Haney is the visionary co-founder of the Haney Company. With over 40 years in the industry, Allen’s in-depth knowledge of Associations, Societies, Non-Profits and their executives is instrumental in providing successful programs for our clients.

In addition to providing Insurance and financial services to various organizations, Allen frequently develops Pension, Deferred Compensation and Retirement Plans for Individual association executives — and advises them on their best options.

He holds the Professional Designations of Chartered Property Casualty Underwriter (CPCU), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Healthcare Consultant (ChHC) and Chartered Advisor Senior Living (CASL).

Allen is a leader in the industry — receiving many recognitions, awards and special designations for his achievements and leadership roles. He was selected as an American Society of Association Executives (ASAE) Fellow in 1992 and was the first to receive the ASAE All Star Award in Insurance & Financial Services. Allen also has an ASAE Distinguished Contribution Award.

Allen received the Professional Insurance Marketing Association (PIMA’s) Founder’s Award and has been named Association Trends 2010 Vendor of the Year. In 2012, he was bestowed one of PIMA’s highest award — The Presidential Distinguished Service Award recognizing his accomplishments over nearly 40 years In the Industry.

In 2012 Risk & Insurance Magazine recognized Allen as one of the Power Brokers of The Year. He is also one of only eight individuals to receive Liberty Mutual’s Responsibility Leader Award — their top honor recognizing Power Broker Award winners who go beyond the call of duty.

Prior to starting the Haney Company, Allen owned JZA Inc, an Association Insurance Broker and Third Party Administrator that he sold in 2007. He also managed the Property and Casualty portfolio, directed client services and had oversight responsibilities for account executives and association sales at Seabury & Smith, a Marsh & McLennan Company. Allen graduated from the University of Maryland.

Allen is a past President of the DC chapter of CPCU Society and former Board Member of the Society of Financial Service Professionals and PIMA.

“For over 35 years (and at 3 great organizations) I have relied on the advice and recommendations Allen Haney has provided for all issues involving financial services, insurance and general association membership planning.”

David Belden
United Engineering Foundation

“Allen has been a trusted advisor to the association community for decades and to me personally as an association executive.”

Jeff Morgan CAE,
FASAE Club Managers Association of America

“Allen Haney taught me about insurance – what I need, what I d0n’t need. He clearly explained “why” and “how much” when others couldn’t, or wouldn’t. He knows insurance; he knows business issues; and he knows association management challenges. He understands what it takes to get the job done. I trust him and know he will be there when I need him. ”

Jill Cornish, IOM

Brian Haney is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.