Allan Financial offers this Life Plan to advisors who are licensed to provide the product, but typically take care of themselves last.

We know how busy things can be managing others' finances day-to-day.  The last thing you may feel like doing is taking care of your own policy.  But, as we both know, there's no single benefit to putting it off.  That's why we offer this service to other advisors.  We'll take care of all the administrative and underwriting actions required to secure your own Universal Life coverage, and you'll receive associated compensation for the plan's sale and purchase.

Download Plan Overview