A Beacon of Financial Enlightenment
It’s Who We Are. It’s What We Do.
With years of experience, a transformational approach, and a commitment to your success, we continue to guide thousands of individuals, families, and entrepreneurs to financial empowerment through the Infinite Banking Concept.
Founded by Jayson Lowe, North America’s most sought after authority in the Infinite Banking Concept, Ascendant Financial provides a potent alternative that puts the power back in your hands.
Since our inception, Ascendant Financial has been committed to educating individuals on the transformative process of Becoming Your Own Banker through the Infinite Banking Concept. We believe in the power of dividend-paying whole life insurance as a powerful tool to secure your financial freedom and future.
Our commitment is straightforward: to consistently deliver what our clients value most. Whether you’re already part of the Ascendant family or considering joining us, we are here to meet your unique financial needs with the highest level of service and expertise.
We’ve earned over 1,901 Google Reviews (and counting), a testament to the trust and satisfaction of our clients across North America. And we credit the late R. Nelson Nash, our late mentor, the visionary behind this process, for pioneering a path that continues to empower countless individuals.
When you work with us, you gain access to our entire team—the best in the industry. In addition to coaching, we offer a comprehensive suite of life and living benefit insurance solutions, alongside expert estate and tax planning services.
We are all accountable to you as one Team, providing the capabilities, confidence, and clarity you need to thrive.
Our Vision
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.
Our Mission
No fluff, no empty promises … just a real solution that puts you in charge, where you belong today, tomorrow, and for generations to come. Our mission is all about you becoming empowered to create a secure and prosperous future.
Our Values
A Culture of Celebration
Empowerment & Ownership
Innovation & Industry Leadership
Collaboration & Team Success
Transparency & Trust
Accountability & Integrity
Client-Centric Growth
Giving Back & Social Impact
Empathy & Service
Meet Our Team
We are all accountable to You
Our Dedicated Team of Advisors
Our New Business Team
Our Administrative Team
Our IT & Marketing Team
MGA Team
Our Compliance Designate Team
Our Executive Team
You want a place where you get what truly matters to you —capability, accountability, and real growth. At Ascendant, that’s exactly what you’ll find. We provide the solutions, support, and respect you need to reach your goals.
Our approach is simple: we help you achieve success faster and with less effort, so you can focus on what really counts —transforming your life and building your legacy.
We’re recognized as industry leaders because we make it easier for you to succeed while making a meaningful impact. If you’re thinking, “This is exactly what I have been searching for,” don’t hesitate, dive deeper into our education resources.
Client Testimonials: The Impact of Our Services
7 years ago, John was skeptical about the Infinite Banking Concept — until it transformed his family’s finances. Read his story below.
“A friend told me about the Infinite Banking Concept, and I’ll admit, I was doubtful at first. But after reading Nelson Nash’s book and meeting with Jayson’s team of experts, everything clicked. My wife and I opened our first policies, and just 7 years later, we paid off our mortgage simply by tapping into the cash value we had built up. Now our money works for us, growing safely while giving us unmatched financial flexibility. The team at Ascendant Financial opened my eyes to a new way of thinking about money.”