On today’s episode of the Advisory Series, we have Alberta based Ascendant Financial advisor, Dan Allen. Dan is a wealth specialist and an independent insurance broker with expertise in working with professionals, business owners, and farmers, with a strong focus on helping them transform their financial future and achieve their financial goals with his unique approach tailored towards the journey of Individuals and business owners. His expertise lies in understanding your unique situations, goals and finding opportunities and solutions that solve multiple problems through the use of the Infinite Banking Concept, including how to control the banking function and how to identify primary risks in retirement and avoid market downturns while protecting their life savings.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:58 How Dan became his own banker and a authorised practitioner

6:17 Starting a new career and life through IBC

12:26 Becoming my own banker in my 50s

15:31 The joy of helping people through IBC

17:48 Listening to Nelson’s last presentation on IBC

19:46 Dan’s recommendation to those who are considering becoming their own banker

25:08 It’s never too late to start practicing IBC

28:23 Who Dan wants to be a hero to