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. As an Authorized Infinite Banking Practitioner he has 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 authorized 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
📌 EPISODE LINKS:
Follow Dan Allen:
Ascendant Financial: https://www.ascendantfinancial.ca/team-member/dan-allen/
LinkedIn: https://www.linkedin.com/in/dan-allen-a56b4087/
🎙️ WEALTH WITHOUT BAY STREET LINKS:
Learn how Canadian are Implementing Infinite Banking for Free Here: https://www.wealthwithoutbaystreet.com/masterclass
Podcast Website: https://www.wealthwithoutbaystreet.com/
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Book a 15-minute call: https://www.wealthwithoutbaystreet.com/15mincall
Re-think Your Thinking – The Backwards Bicycle : https://www.wealthwithoutbaystreet.com/backbike
Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:
https://www.wealthwithoutbaystreet.com/dayofnelson
🤝 Join Our Community! https://www.wealthwithoutbaystreet.com/community
Check out our other Channel for more content: https://www.wealthwithoutbaystreet.com/bankersvault
📚 IBC RECOMMENDED BOOKS
https://www.wealthwithoutbaystreet.com/books
📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA – Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
EVA – Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #DanAllen
