He's known for his creativity, commitment to community, support of his team, and of course his sense of humour. A second-generation business leader, Danielle's technical grit and hard-earned financial acumen drive the family business forward. Dan pushes for positive change, whether it's advocating for young women in this old-school industry, decreasing the company's carbon footprint, or founding social ventures like the Kiva Project.
She is the embodiment of process with heart. Holly is a collaborative leader who can galvanize business and grassroots community like no other. Often working behind the scenes (don't let this fool you!), she manages our team and shapes our company strategy and communications. Chriselle lights up over numbers and makes insurance design look like art.
She is the embodiment of process with heart. Holly is a collaborative leader who can galvanize business and grassroots community like no other. Often working behind the scenes (don't let this fool you!), she manages our team and shapes our company strategy and communications. Chriselle lights up over numbers and makes insurance design look like art.
Services
Faq
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Life insurance is meant to replace your monetary "value" to your loved ones or your business once you're gone. If you have a mortgage, income that would need to be replaced, or taxes that would need to be paid, it can offer a solution. The industry rule of thumb is to have enough life insurance to cover all your debts plus fifteen years of income.
Insurance 101
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Payments (your policy "premiums") are a fixed amount that you can choose to pay monthly, quarterly, or annually. The premium usually increases exponentially after 10 or 20 years, making it more expensive in the long run. There's an investment account inside the policy where your money grows (often tax exempt).
How it Works
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First, we put together an estimate of the cost and amount of insurance you'll need. This is based on your age, gender, smoking status, income, net worth (anything you own minus anything you owe), and which life insurance company has the best product for you at this time. The life insurance companies want to know all about you - where you work, how much you make, your family medical history, what you smoke.
Why
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Here's what some of our clients have to say about how Allan Financial has helped them enjoy their lives. We partner with financial advisors looking for customized life insurance solutions for their clients. Our expertise allows you to focus on your clients' holistic financial picture. In 2017 we set up an endowed fund with the Bowen Island Community Foundation.
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