Our Plans

Five Fast Facts on Allan Financial Life Plans:

1. Our affordable Plans offer you financial advantages during your lifetime.
2. We custom design every Plan individually, they are not 'one size fits all'.
3. Our Plans are flexible — they're relevant now and responsive over time, evolving to fund and support changing financial priorities and every stage of life.
4. Allan Financial Life Plans are financial assets that belongs in your portfolio.  We help manage them over time for optimal, immediate and long term benefits.
5. Our Plans stil ensure traditional benefits and sufficient, reliable, sustainable coverage.

Select Allan Financial Life Plans:

Premium Refund Plan — with level premiums over time, this Plan holds value and mirrors your needs as your financial stability grows.

Mortgage Plan — secures your mortgage and protects your interests instead of your lender's risk.

Healthcare Savings Plan — rather than a cost based policy, it's a savings based vehicle, preparing the same reserves in a tax free environment.

Tax Exemption Plan — sets funds aside as a long term investment, taking advantage of significant benefits and tax exemptions only life insurance vehicles provide.

Estate Plan — minimizes estate taxes so you can transfer maximum legacy savings to your beneficiaries.

Advisor Plan — life insurance for advisors who are licensed to sell it, but typically take care of themselves last.