09 Nov

Meet Ross

New beginnings, same great team

Over the last three decades, I’ve built a team of some of the most skilled and talented people in the life insurance industry, and it’s time for them to take over leadership. I’m now focusing on what drew me to this industry in the first place – connection with my clients and community. I’ll be here as Director of Sales to support Danielle and the team as they look ahead to this exciting new chapter for Allan Financial. ~ Ross

05 Oct

Meet Hardeep

We’re in your corner and on your team

I go to bat for our clients and advocate for their needs and priorities. Because of our long-term relationships with insurance providers, we work directly with them to ensure our clients get the best offer and coverage. Especially with clients that don’t have insurance yet, we make sure they’re covered as fast as possible. ~ Hardeep

06 Sep

Meet Rachel

With you every step of the way

I’m here for our clients long after they get a policy, including annual client check-ins and policy adjustments to ensure things continue to run smoothly year after year. As your life changes, so should your life insurance. ~ Rachel

16 Aug

Meet Katie

Big picture perspective, detailed support.

I connect the dots throughout the life insurance process, making sure everything is running smoothly. I’m there from start to finish. ~ Katie

15 Jul

Meet Jill

Feel confident with your insurance

One of my favourite parts of my job is managing all the data we receive, like watching for account values, monitoring policies, and managing any changes. If I can keep all the important “stuff” organized for our clients, then they don’t have to worry about it. ~ Jill

15 Jun

Meet Kal

Experience you can trust, coverage you can rely on

With nearly 30 years of experience, I know the industry inside and out. I’ve built trusted relationships that allow me to go to bat for our clients and ensure they get the coverage they need to enjoy their lives. ~ Kal

11 May

Meet Holly

Translating strategy into action

Working behind the scenes to manage this team, shape strategy and the ensuing communications, is such a meaningful part of my job. Ultimately bringing all the pieces together to deliver the best product and experience for our clients is my goal every day.
~ Holly

27 Apr

Cleaning & Greening

You can take control no matter your stage of life!

Have you heard of Swedish death cleaning? It’s not about finding out what items “sparks joy” but rather making sure we’re not leaving a mess behind for those we love. Surprisingly, doing this can lead to treasures and experiences to be enjoyed now!

We also got into the nitty gritty of the green end-of-life options, what you can do about it now, and why you may want to reconsider what you think you know about your choices.

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

“Cleaning” Video Clips:

Definition of Swedish Death Cleaning

Giving instead of Keeping

Reframing the Difficult Discussions

Who would be better served by this?

Things with emotional or financial value

“Greening” Video Clips:

Why cremation is not greener than burial

What is green burial?

Ways to green your cremation

Alkaline Hydrolysis aka water-based cremation

Ask for Options

Why is Alkaline Hydrolysis not yet legal in BC?

Additional Resources:

13 Apr

Meet Chriselle

Peace of mind, designed specifically for you

Life insurance is not usually something that most people either really understand or care too much about. I love that I can change that – by creating a plan that is truly unique and designed just for them. I hope this not only brings peace of mind but also a personal touch.
~ Chriselle