How Do We Work?
We Do Things Differently
At Ascendant Financial, we lead with education. Our focus is on empowering you with the knowledge and strategies to achieve your financial independence, but we’re not for everyone. If we align, we’ll help you shape a future that’s bigger than your past, fueled by your purpose, not just a financial transaction.
Policy
Setup
Building
Cash Value
Implementing
the process
Repayment
and Growth
Long-Term
Wealth Accumulation
Financial Independence Starts Here
This process reshapes your relationship with money and who controls it, transforming you into the bank owner, the banker, the borrower, and the depositor of your own family banking system.
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First Things First: Is Ascendant Financial Right For You?
We recognize that you can buy a policy or a system of policies anywhere, but if you’re looking for the best—something truly transformative—you’re in the right place.
Our Team will coach you on how to properly implement the process. Our approach to the Infinite Banking Concept (IBC) is best for those who are ready to embrace a new way of thinking and lifestyle.
We work best with individuals, families, and entrepreneurs who are:
Your 7 Step Journey with Ascendant Financial: Step-by-Step
Step 1: Understanding the Problem So the Solution Actually Matters to You
We see a future where you’re not just in control of your finances, but actively creating the life you’ve always envisioned. We’re here to coach you to build a future that’s bigger than your past … no corporate jargon, just straightforward guidance and solutions which empower you to take charge and achieve lasting financial independence.
Step 2: Personalized Consultation with an Authorized Infinite Banking Practitioner
Your journey continues with a one-on-one conversation with an Authorized Infinite Banking Practitioner on our team. During this meeting, we’ll take the time to understand your unique financial situation, objectives, and values. Together, we’ll determine whether there’s a basis for us to work together.
Step 3: Personalized Recommendation
Your journey continues with a one-on-one conversation with an Authorized Infinite Banking Practitioner on our team. During this meeting, we’ll take the time to understand your unique financial situation, objectives, and values. Together, we’ll determine whether there’s a basis for us to work together.
Step 4: Review and Clarity Session
Next, we’ll meet again to review our recommendation and share key insights. This session is all about you—ensuring that all your questions are answered and that you have complete clarity before moving forward. Our priority is to make sure you feel fully informed and confident.
Step 5: Application for Your Policy or System of Policies
Once you’re ready, we’ll assist you in applying for your policy or system of policies. This application process is simply the next step in your journey and doesn’t commit or bind you to anything at this stage.
Step 6: Onboarding and Implementation
Once you’re ready, we’ll assist you in applying for your policy or system of policies. This application process is simply the next step in your journey and doesn’t commit or bind you to anything at this stage.
Step 7: Ongoing Coaching and Community Support
We don’t just leave you to figure it out on your own. As your Coach—we are responsible to you, not for you. You’ll receive ongoing coaching, mentoring and Client exclusive resources to ensure you’re fully supported. Plus, you’ll have access to a community of like-minded clients who share your vision and values.
Infinite Banking is a Lifestyle, Not a Financial Plan
This process is not about investments of any kind, it’s all about controlling how you finance the things in life, which can certainly include investments.
Becoming Your Own Banker requires understanding, commitment, and the right guidance. That’s why having a knowledgeable, experienced coach by your side is essential. At Ascendant Financial, we’re here to ensure you not only have the best tool to get the job done, but also the expertise and support to use it effectively, so you can truly realize all of the benefits of this process with confidence.
Our Success Stories
People Just Like You Are Changing Their Lives…
Henry Wong from Ascendant Financial is an amazing Infinite Banking Concept coach! He simplifies complex ideas, personalizes plans, and offers endless support. I gained confidence and financial security – highly recommend him!
Luc Robitaille
Discussing financial matters can be stressful and intimidating at the best of times, especially when ‘thinking outside of the box’. Sarbloh and his team at Ascendant Financial clearly explained the process of Becoming your own Banker, answered all my questions without hesitation, and instilled a greater confidence in my family’s future financial health. I look forward to many years of continuing education of the Infinite Banking System. Thank you.
Brek Harris