Director of Business Development
Allan Small has twenty two years of experience in the financial services industry and is celebrating ten years with Accuplan. Since graduated from the University of Michigan, he has received comprehensive education in financial planning services. Allan’s professional background and approach have afforded him the opportunity to work with financial professionals who specialize in wealth management, investment, tax, income, and estate planning.
Allan moved to the Phoenix area in 2006 to start an insurance marketing firm that focuses on advisor education, compliance, best in class service and comprehensive case design. However, his real passion is developing strategies and case designs that are tailored to an individual’s financial goals, and, most importantly, to establish financial peace of mind. Allan’s commitment is to continually add services that add value, and opportunities for advisors to assist their clients in achieving their financial objectives and goals.
He stresses the importance of people in his profession having a thorough knowledge of life insurance, annuities, and asset based long term care solutions. A career in financial planning industry requires diverse knowledge and development of relationships, with a myriad of experts in a variety of professions. As such, Allan previously served on the Board of Directors for the Financial Planning Association of Phoenix for five years. During his first year, he served in a dual capacity as both Partnership and Membership Director. As Partnership Director he revamped the benefits to partners to bring back previous chapter sponsors and attract new sponsors. He continued as Membership Director to complete his five year term keeping current members involved in their local chapter while bringing new members to the organization.
Allan currently lives in North Phoenix. In his spare time, he enjoys kayaking, hiking and exploring the outdoors. He is also an avid sports fan who enjoys NBA/NFL playoff games, above all though are U of M football games. Go Blue!Account Application