Legacy Plan

Legacy Plan is for those who want to make a positive difference in the lives of others with their estate funds. This Life Plan is our own favourite as it reflects the best qualities in all of us: generosity, caring and compassion.

Choosing a tax-advantaged life insurance vehicle to fund growth of your initially invested capital is highly effective. And, by choosing Allan Financial as your partner, your endowment increases with support from the AF Charity Fund which contributes to your Legacy, in honour of your giving and our communities.

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