AllanMadonik,

founder of Blue Swan Financial is an Insurance Broker in Toronto

with a dedicated team  who can help you

find the right insurance plan for your personal

or small business needs.

Questions about your insurance policy?
360° Swan Process

As a dedicated insurance broker in Toronto, I treat every client to our SWAN

360° Process to ensure it’s a win-win partnership.

Here are the 5 “F’s” to success!

FIRST CONTACT

First, we’ll meet face-to-face or over the phone to discuss your insurance needs and decide if we are a good fit.

FEEDBACK

I will ask you questions, listen to your response, and write a needs analysis based on your information.

 

FOLLOW-UP

Within 48 hours, you will receive an email summary of our meeting for you to review.

FINANCIAL

The dedicated SWAN team will create a proposal based on our meetings and discussions that will include a recap of your current situation and challenges, the solutions we’ve identified, and the possible next steps.

FUTURE

Lastly, you and I will sit down to review the plan, ensure that you are happy with the agreement and your insurance choices, and then we will finalize our working relationship.


Services
LIFE INSURANCE

  • Family Life Insurance
  • Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care
  • Planned Giving
EXECUTIVE INSURANCE

  • Buy/Sell Insurance
  • Key Person Insurance
INVESTMENT INSURANCE

  • Sound Investment
  • Segregated Funds
  • Annuity
  • Retirement
Learn more about Allan and the Team

Solution PARTNERS

Testimonials


VIDEOS

Allan Madonik WSBY

 

 

NCTV Interview

 

 

The Nikki Clark Radio Show with Allan Madonik