Verified recordFinancial Services

Dan Allen

Wealth Specialist at Ascendant Financial

Based in Lloydminster, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Lloydminster

Industry

Financial Services

Company size

39

Contact information

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Email

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d•••••••@ascendantfinancial.com

Phone

5 credits

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Background

About Dan Allen

I TEACH PEOPLE TO BECOME THEIR OWN BANKERS.Here’s why.Growing up on a farm, my parents struggled financially. They didn’t have a plan, and weNEVER talked about how money worked.Not wanting to end up like my parents, I started a 36-year career in the oil and gasindustry, and on the side traded stocks, invested in real estate, and bought preciousstones.Then in 2013 my wife and I discovered and implemented the “Becoming Your OwnBanker” process. AS OUR MONEY GREW, WE KEPT SAYING, “WE WISH WE’DHEARD ABOUT THIS 20 YEARS AGO! “In fact, I was so inspired by how this process was helping my family I REALIZED “IWANT TO TEACH OTHERS HOW TO DO THIS TOO!”.So, in 2017 I became an Infinite Banking Practitioner. It was one of the best decisions ofmy life.Today, my clients are business owners, farmers, and t4 employees ranging in age from24-72.THEY'RE NOT COMFORTABLE WITH THE STATUS QUO AND OFTEN ASK ME“WHEN IT COMES TO MONEY, HOW CAN I BE BETTER TOMORROW THAN I AMTODAY?”I say, “By Becoming Your Own Banker.”Through this process my clients reach a place of financial peace; A PLACE WITHENOUGH MONEY TO SUSTAIN THEM LATER IN LIFE AND ONE THAT MAKESSURE THEIR FAMILY IS LOOKED AFTER FOR GENERATIONS TO COME.Teaching them this process is my calling.“Becoming Your Own Banker” changed my life and as we work together, I promise it willchange yours too.Send me a message here or email me at dan.allen@ascendantfinancial.ca I am licenced in the provinces of AB, BC, MB, SK, ON and NS as a Full Life and Accident and Sickness Insurance Agent

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Dan Allen Email & Phone Number @ Ascendant Financial | Kipplo Discover