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83. Are you too old to Become Your Own Banker? – Dan Allen
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…
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