Living Wealth Joins Ascendant Financial
The Mission Continues with Ascendant Financial
Have any additional questions or concerns? Don’t hesitate to reach out!
Frequently Asked Questions
I know when change happens, it’s natural to have a few questions. Let me address the ones most clients ask first:
Will my policy(s) remain safe and unchanged?
Yes. Your policy remains exactly the same. Nothing changes about your benefits, coverage, or protection.
Will I still get the same support I’m used to?
Yes, and much much more. Some familiar Living Wealth team members are also staying with you, now as part of Ascendant Financial, working alongside our extended team to provide the highest level of service.
Do you understand the Infinite Banking Concept?
Absolutely. Since July 2008, my team and I have helped 5,000+ families implement this process. I was personally mentored for several years by the late R. Nelson Nash, the developer of the Infinite Banking Concept. Nelson’s wisdom and principles are deeply woven into everything we do here.
What kind of resources will I have now?
The very best. Our team includes some of the most experienced Infinite Banking Practitioners in North America. We’re here not just to manage your policy(s), but to coach, guide, and educate you so you can get the most from this process in your lifetime.
Read the Letter from Jayson Lowe, Owner at Ascendant Financial
It’s my privilege to personally welcome you to the Ascendant Financial family.
I am very excited to share that Ascendant Financial has acquired Living Wealth, and from the very first conversation with the Poteet family, earlier this year, it was clear this was a perfect fit. The values, the vision, and the commitment to serve you with integrity are aligned in every way. For many years, I knew Ray Poteet, Living Wealth’s founder, and spent a lot of time with him. Ray cared deeply about serving the people in understanding and implementing the infinite banking concept, pioneered by my late mentor R. Nelson Nash.
Our company name is LifEVA, and we proudly operate as Ascendant Financial coast to coast across both the United States and Canada.
This means you’re now connected to a trusted, established team serving clients all across North America, more than 5,000 families since 2008, all united by the same mission. Helping you take control of your money through the Infinite Banking Concept.
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 now to coach and guide you toward a future that’s bigger than your past, no jargon, just straightforward guidance and proven strategies to help you achieve lasting financial independence.
For now, please continue using the same service and support channels you’ve always used. Over the coming weeks and months, we’ll share more ways to connect, learn, and take advantage of the new tools and resources available to you.
I’d like to invite you to get to know us:
- Meet our team and approach: Visit www.ascendantfinancial.com to learn more about how we serve our clients.
- See what clients are saying: Google “Ascendant Financial” and explore the thousands of five-star reviews from clients across North America. You’ll quickly see the care, attention, and results our clients experience every day.
- Join the conversation: Tune in to the Wealth on Main Street podcast here to hear insights, stories, and strategies from our team and industry experts. It’s a great way to stay informed and learn how to make the most of your financial journey.
- Watch & learn: Subscribe to the Banker Vault YouTube channel here for videos packed with financial strategies, tips, and behind-the-scenes insights from our experts.
This is the start of an exciting new chapter, one where you can feel confident that you have the right team, and the right support to achieve your goals.
Welcome to the family!
With warm regards,
Jayson Lowe
CEO, Ascendant Financial Inc.
P.S. We’re looking forward to getting to know you. Visit our website, explore, and see what’s possible, knowing that we’re here to help you every step of the way.