01 May

What to Expect, Step 1: Apply

The first step in getting you insured is to get to know you – what your specific life circumstances and goals are, and how life insurance can help. Then we’ll do an application, which is totally cost and commitment-free.

We’ll recommend the life insurance company that has the best option for you. We use industry rules of thumb to figure out how much you need, and how much it’ll cost. Our team will take your details for your application.

The insurance company needs to know all about you – where you work, how much you make, your family medical history, if you smoke…what you smoke. They’ve got a lot of questions, so prepare to share! It’s important to be totally transparent at this stage, otherwise you risk jeopardizing a potential claim.

You’ll answer these questions with one of us, either over the phone or in person, which takes about 20-30 minutes. To complete your application, you’ll sign off on a bunch of documents – at this stage, your signature only means you’re asking them to consider you.

Learn more about each step of the process by watching the full series here:

03 Apr

What to Expect When You’re Applying for Life Insurance

Introducing our new What to Expect series!

The process of applying for life insurance can feel complicated, but it doesn’t have to be. Our five-part series of short videos walks you through the process step by step, from application to approval, so you’ll always know what’s coming next.

Here’s a quick overview of what you can expect. And remember: we’re with you every step!

Learn more about each step of the process by watching the full series here:

19 Dec

Happy Holidays from the AF Family!

Wishing you and yours a warm & happy holidays! We’re feeling very grateful for our Allan Financial community as we end out this year – thank you all for being a part of it!

Our team will be taking a well-deserved break from Dec. 23rd-Jan 1st. See you in the new year!

05 Dec

Talking About Money Doesn’t Have to be Daunting!

Talking about money can be daunting, but we’ve got your back! We love bringing experts (some even home-grown) together to make resources on financial literacy more accessible to our Bowen community.

This fall we held a financial literacy event at the Bowen Children’s Centre to talk budgeting, investing, insurance, accounting, and legal services for Bowen families, through AF and our community partners.

Huge thanks to Leila Swann (CPA, CA, founder of GreenBooks), Elizabeth Mah (Lawyer, founder of Paperclip Law), and our own Danielle Kanengoni (QAFP, President of Allan Financial) for sharing their expertise and to the Bowen Children’s Centre for hosting with us.

Look out for more community events in 2024! And check out our online resources here.

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18 Feb

Something to Celebrate


Thanks to our community, more than 3,000 women in over 35 countries have been empowered to grow their businesses, care for their families and invest in their communities.



In 2014, we partnered with Kiva with the goal of lending $250,000. Over the last 7 years and with the help of our community, together we’ve lent over $1 Million to women around the world. 

Microfinance loans not only have the power to transform the lives of the women that receive them, but they also have ripple effects into their communities and beyond.  Studies show that when you lend money to women, those dollars are reinvested into their communities at much higher rates.

That money is having a direct impact on the lives of women like Lindiwe, a 22-year-old business owner in Zimbabwe


photo courtesy of KIVA 


She operates 3 businesses in her village — a poultry business, a small shop and Lee Juice — all under an umbrella company she named Lee Investments. Her business savvy and work ethic is clear in everything from her creativity to her bookkeeping to her pricing.

For Lee Juice, she thought about the thirsty workers at the mine near her village and asked herself how she could have a competitive advantage for something they needed. So she started making her own juice and soda from scratch, and priced it at half the price they would pay for a national or international brand.

Her plan worked. With the business training and guidance provided by Kiva’s Field Partner Camfed, and a $500 loan from Kiva, her business grew quickly.

“The loan boosted this business up. I used to make only 20 liters a week, now I’ve expanded to 200 liters a week.”

With her business success, Lindiwe has seen a change in how she feels about herself, and her standing in her community.

“I am independent…and if I am independent I can do anything that I want at any time,” she says. “If I want to help someone who is in need I can just take my money and help.”

Lindiwe is currently training one woman from her community to work with her, and has started saving $10 each month from her profits for her future. With the rest of her profits, she wants to expand her production and also add a large run to her poultry house.

Lindiwe is just one of thousands of women that you’ve helped empower with a microfinance loan. Thank you to everyone who lent and joined together to have this collective impact. 

It’s bigger than we could have ever imagined!


To learn more about Lindiwe’s story as originally told by Kiva, click here.