Allan K Bell
Financial Advisor|CLU®
Personal Values
- Faith
- Family
- Business
- Community
I live in the near-western suburbs of Illinois with my wife Alison, daughters Lauren and Kennedi, and son Kamren. Sheppadoodles Duke and Duchess joined the family November 2012. I enjoy golf, exercise, traveling with my family and reading.
MARKETS
Highly motivated and ethical professionals
1) SPECIAL NEEDS PLANNING
My team is passionate about serving families and organizations that support loved ones with special needs. Special needs is a very general way of describing a growing percentage of our population who learn differently or need other supports in getting through life. That said, it means very different things to different people. Individuals who will outlive their caregivers NEED a plan; as much or more than their caregivers need a plan. Proper planning should not be transactional in nature; be a one and done project. It requires regular monitoring, service and adjusting so it stays relevant.
2) PLANNING FOR MEDICAL PROFESSIONALS AND MEDICAL DEVICE SALES PROFESSIONALS ( procedure based practices and medical device sales)
These professionals may benefit significantly from our planning process and planning tools. Often the need to protect their greatest asset(s) and create a plan designed to minimize the inevitable tax liability they face is overlooked or not maximized and our team can help to address these planning areas.
3) ENTREPRENEURS (real estate, construction and IT)
This is an area where I have a personal and professional passion. Business owners have unique needs and benefit from our approach to managing risks, accumulating wealth (individually and for their employees), succession planning and other critical planning areas.
Call our office today and schedule a complimentary meeting with a member of our team to develop your plan.
ASSOCIATIONS AND MEMBERSHIPS
Allan Bell is involved with several special needs organizations and is a former board member for The National Association for Down Syndrome and the ARC of IL. Allan and his wife are also members of the West Suburban Support Group and the UPS for DOWNS parent support groups.
He is currently considering other business and medical board opportunities to devote his time to.
Years of Experience
Representing Northwestern Mutual since 2006.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2013-2016
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
2019 African American Affinity Summit in Miami, FL
Thank you to the Home Office for inviting me to be a speaker at the 2019 African American Affinity Summit in Miami, FL. I'm honored for having had the opportunity to share Career Conviction Advising the Advisor to this year's attendees.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
