This session walks you through how to fully utilize the Ascendant Financial client portal as a tool to become more independent in practicing Infinite Banking. You will understand where to find key resources, how to track and manage your policies, and how to access ongoing education and past coaching sessions. By the end, you will see how the portal supports you in becoming your own banker without relying entirely on your advisor.

Key Moments in This Session

Client portal introduction: overview of the platform and its purpose as a dedicated resource hub for Infinite Banking clients.
Tools and trackers explained: walkthrough of downloadable resources like amortization schedules and premium tracking to manage policy loans.
Knowledge base and FAQs: access to educational modules, answers to common questions, and structured learning on key concepts.
Past coaching sessions and shared resources: how to revisit previous trainings and use introductory materials to educate family members.
Becoming your own banker: why the portal exists to help clients build independence and consistently apply the Infinite Banking process.

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