If you know us, you already know that we do things a bit differently. I mean, how else would you explain the fact that a life insurance company has an open weekly “Happy Friday” in the office for partners and clients?

So it probably won’t surprise you to hear that we are once again stepping out boldly into new territory.

While Allan Financial has been in business since 1984, we owe much of our longevity to not only all of our amazing clients who have stayed with us since the very beginning but equally to our responsiveness to change.

Through the decades, we’ve gone through many different changes. One was focusing solely on life insurance and letting go of being an overall financial advisory firm. Then there was the 2008 economic downturn. And along the way, many different insurance products we sell have been redesigned, eliminated, and new rules put into place. 

It’s never been easy, but by focusing on being adept at navigating change, we’ve managed to grow in some amazing ways. 

We’d love to share our thoughts on how you might also navigate the changes in your own business. Download our article on “A Tale of Transformation”.


Old School Tips for Financial Advisors