Becoming Your Own Banker Refresher & Portal Orientation
What you will learn
You will reconnect with the core principle behind Becoming Your Own Banker — that you finance everything you buy, and the goal is to recapture that interest back to your family. We then orient you inside the Ascendant Financial client portal so you know exactly where every resource lives. Whether this is your first policy or your fifth, this section reminds you why extraordinary management of your system is what separates those who truly practice IBC from those who don’t.
Key moments in this session
- The core IBC principle: you finance everything you buy — there are no exceptions
- IBC is a process, not an investment
- Nelson Nash page 27 — extraordinary management abilities
- How to add multiple policies to your Ascendant portal
- Policy statement review for Equitable Life and Canada Life
- Overview of the BYOB Bootcamp and case studies inside the portal