31 Mar


How do you want to be remembered?

This was more of a workshop, so while we have provided some short video clips, we’d encourage you to watch the entire event to get the real value out of the information. We promise you’ll leave feeling accomplished and inspired!

Disclaimer: We are not lawyers, and this shouldn’t be taken as legal advice. And remember that we’re usually referring to how things are in BC, Canada, so things might be different where you are.

Watch the entire event

Video Clips:

You ARE Leaving a Legacy

Definition of Legacy

But I Don't HAVE Lots of Money to Leave

Intention Behind Money

How Your Absence Affects People/Places/Things

3 Simple Questions

EOL Love Letter

Allan Financial's Legacy

Additional Resources:

  • Julia Chung of Spring Planning Inc Financial Planning Advice / Retirement Planning
  • Willow – Free 5-minute Legacy Love Letter worksheet
08 Mar

Meet Danielle

Marrying tradition with innovation

I’m really looking forward to this next chapter – both for myself and for Allan Financial. We’ve always been innovators and now I get to shape the next evolution of this company, and what life insurance and financial literacy can mean for generations to come.
~ Danielle