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://wealthwithoutbaystreet.com/masterclass
Podcast Website: https://wealthwithoutbaystreet.com/
Follow us on Facebook: https://wealthwithoutbaystreet.com/fb
Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt
Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall
Re-think Your Thinking - The Backwards Bicycle : https://wealthwithoutbaystreet.com/backbike
Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:
https://wealthwithoutbaystreet.com/dayofnelson
🤝 Join Our Community! https://wealthwithoutbaystreet.com/community
Check out our other Channel for more content: https://wealthwithoutbaystreet.com/bankersvault
📚 IBC RECOMMENDED BOOKS
https://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
140. How to live an EPIC Life and create an EPIC Business
139. Infinite Banking Used On The Key People In Your Life | An Example
138. Using An Artificial Intelligence Business to Solve A Global Problem
137. How Nelson Nash Solved a $2,607,409 Problem | Infinite Banking Concept
136. Canada Pension Plan Loses $22 Billion, Will It Affect Me? | Henry Wong
135. Smith Manoeuvre With IBC
134. The Infinite Banking Concept Opens New Doorways
133. Entrepreneur Sells Amazon Store and Creates Two New Online Businesses
132. Infinite Banking Policy Application Questions
131. Canadian Real Estate Investors Tax Strategies
130. Investing with Whole Life Policy Loans in Canada Interest Deductions
129. The Wrong Way to Structure Whole Life Insurance in Canada
128. The original Canadian TFSA - Tax Free Saving Account
127. 5 Ways To Reduce Taxes In Canada And Protect Your Wealth
126. Infinite Banking For Canadians A Self Sustaining System
125. Infinite Banking Conversations About Nelson Nash With Tim Yurek
124. USA Citizens In Canada Life Insurance Landmines
123. Thinking Like a Bank Owner with Justin Craft
122. 7 Steps To Becoming Your Own Banker
121. Real Life Canada Market Crash Stories 2022 - Protect Your Wealth
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast