From 0 of 0 Book of Business clients with enough info to calculate commission — plus $0 more not yet scheduled (no effective date set). Open Comp Calculator →
Team Leaderboard
Live from our Discord submissions. Switch daily, weekly, or monthly and click any name to see the policies behind their number.
Whole-team AP by month — growth over time, not just today.
Wall of Fame
The all-time records for the whole team — permanent, until someone beats them.
Ascend Standards
At Ascend Financial, our mission is to build an efficient, effective work environment where every agent can do their best work. Our systems aren't guesswork — they're deeply thought out, tried, tested, and proven to work, time and again. But they only work when we work them. Trust the process, follow the training our leadership has built, and the results follow.
Below are some of the standards every agent on this team is expected to abide by.
Hours
10:00 AM – 5:00 PM, Monday through Friday.
Agents are expected to be logged on to the dialer system by 9:55 AM at the latest.
Finishing Early
If you finish your calls for the day (per your tier) prior to 5:00 PM — you're good!
Example: if you're on Pro Tier and finish your 5 calls for the day at 3:00 PM, you're free to enjoy the rest of your day.
Once you're out of budget for the day, send a message in the Epic Life customer service chat with OOB (Out Of Budget) so it's on record.
In-Office Requirement (First 30 Days)
In-office agents are expected in by 9:30 AM for their first 30 days of going live (taking calls).
Agents will be required to submit at least one call per week for their upline to review, to ensure consistent progression. More details on reviews are in that specific section of Discord.
Zero Tolerance for Complaining
ABSOLUTELY ZERO complaining will be tolerated.
Anything you're unhappy with should be communicated to your direct upline. No negative talk within any work-related chats/servers will be tolerated.
Book of Business
A private, running ledger of your own clients — visible only to you. Log each policy as you write it; it's saved here for as long as you need it.
% of your Approved policies still Active at each age — set a policy's persistency in the table below once it lapses or gets cancelled.
Already keep a book in Google Sheets or Excel? Export it as a .csv or .xlsx and upload it here — it'll merge straight into the list below.
Only .csv, .xlsx, or .xls files are accepted — nothing else will upload.
Comp Calculator
What your sales actually pay — by carrier, product, age, and rating class.
Helpful Resources
Checklist for success, the sales blueprint, angles, training videos, and everyday tool logins — all right here on the page.
Cash value, living benefits, term-to-perm, reinstatement scripts.
Toolkit login.
Calling platform.
CRM login.
Checklist for Success
Core aspects of inbound life insurance — reference this for self-audit.
Sales Blueprint/Funnel
The step-by-step call flow, start to finish.
- First & Last Name
- Date of Birth
- Reason for Call — "How can I help you?"
- Reassure
- Verify Monthly Premium & Coverage Amount
- Verify How Long
- Proper Tonality
- Maintain Control (multiple steps ahead by proactively beating objections)
- Verbal Pacing
- Playing Role
- Annunciation
- Loan?
- Owner/Payor?
- Other policies?
- Premium increase?
- Reason for cancellation/replacement
- Higher level questions
Carrier Contact List
Phone numbers for our carriers, plus the wider industry list.
Agent Portals
Direct login access to every carrier's agent system.
Call Recordings
Call recordings by angle/situation.
Carrier Guide
Search a feature (e.g. "credit card", "voice signature") to see which carriers support it — or scroll the full grid below.
Whole Life Condition Grid
Add one or more conditions to compare carriers side by side — or scroll the full grid below.
Corebridge Carrier Guide
Same underwriting rules as the main grid, organized by category.
Graded and Level weight ranges by height. Look up a specific height below.
Training Videos
Videos from the team.
Carrier Signatures
Exact text-signature walkthroughs, by carrier.
My Checklist
You can check off the first 3 steps yourself as you complete them. Your upline handles the rest as you move through onboarding.
Carrier & Account Setup Checklist
The full step-by-step from Epic Life onboarding — SureLC, carrier contracting, Tech Package, BidPlatform, and billing. Check things off yourself as you go.
Downline Reports
Onboarding progress for your team, plus a quick snapshot of recent activity.
Ask Ascend AI
Underwriting, health conditions, medications, carrier rules, commission — ask naturally.
See exactly what a new hire sees, start to finish, without a real account.
A true 1:1 mirror of the real site as any teammate sees it right now — read-only, nothing can be changed while active.
AI-written analysis of one agent's week — production trend, book of business health, and a coaching focus. Generated on demand, downloadable as a poster.
Which carriers an agent is actually appointed/approved to write for — separate from the carriers recognized for Discord submissions.
Approvals and deletions, most recent first.
Carrier underwriting guides, build charts, and product docs Ascend AI can search when answering carrier-specific questions.