ASCEND FINANCIAL GROUP πŸš€
FAITH β€’ FAMILY β€’ FREEDOM
Ascend Daily

Win Today.

Daily Score 0%

Your checkoffs save on this device.

Morning Setup
Prayer + Bible / devotional
Review today's priorities
Workout / mobility
Protein + water started
Business Non-Negotiables
9–12Money Mode #1 β€” dials, appointments, presentations
12–1Reset β€” lunch, walk, recharge
1–4CEO Mode β€” recruiting, follow-up, leadership, admin
4–8Money Mode #2 β€” appointments and production
Finish Strong
Family time protected
Hit water + protein goals
Evening reflection + tomorrow's top 3
Bed by 10:00 PM

Tomorrow's top 3

Training

Today's Workout

Loading upgraded workout tracker…
Agent Hub

Scripts

One main hub. Individual secure accounts are Phase 2.
VETERAN LEAD SCRIPT Hey (name), this is just (agent name). I had a second to get back to you. I’m the one responsible for handling your Veteran Life Insurance form. Verify DOB, email, branch of service, and thank them for their service. Ask: What was the main reason you inquired β€” to leave money behind for your family or simply take care of final expenses? Are we taking care of just you today, or you and your spouse? How many life insurance policies do you currently have? If yes: Are you looking to increase coverage or see if you can lower your current cost? If none: No worries β€” we’ll see what you may qualify for today. Complete approved health questions and needs analysis. Present three suitable options clearly and review coverage amount, premium and fit with the client's goals and budget. Once selected: complete the eApp, confirm beneficiaries, draft date, coverage and premium. Ascend compliance note: use accurate carrier/rating/pricing statements only. Do not use unsupported statistics or discourage a client from seeking another review.
AGED VETERAN LEAD SCRIPT Hey (name), this is just (agent name). I had a second to get back to you. I’m the one responsible for helping with the Veteran Life Insurance form. I’m sure you’ve gotten a lot of calls β€” did you find something, or what ended up happening? If they already got coverage: Ask which carrier they chose so the file can be updated. If they want a comparison, verify current coverage, premium, health and goals before presenting alternatives. If they still need coverage: Verify DOB, email and branch of service. Ask the main reason for coverage, whether spouse coverage is needed, and what current coverage exists. Proceed to approved carrier/application workflow and needs analysis. Ascend compliance note: never disparage another carrier or promise savings before verifying the facts.
Manager Preview

Leadership Pipeline

Secure login + private database are Phase 2.
No real client/lead data yet. This is the interface and assignment-rule preview only.

Tony

Admin

Schedule β€’ people β€’ pipeline β€’ production

Elkins

Manager

Schedule β€’ people β€’ pipeline β€’ production

Janson

Manager

Schedule β€’ people β€’ pipeline β€’ production

New Hire Assignment

Personal Hire β†’ permanently assigned to selected recruiting manager unless manually changed.

General Hire β†’ Elkins 2 : Tony 1 until Elkins reaches 10 assigned people, then alternate Tony / Elkins 1-for-1. Janson stays outside the automatic split until enabled.

Pipeline

Appointments
β€”
AP
β€”
Pending
β€”
New hires
β€”
Preferences

My Ascend

Morning Scripture

Daily scripture
Strength β€’ faith β€’ service β€’ courage β€’ purpose

V1 saves this preference on this device. Automatic morning delivery will come with secure accounts + a notification channel.

Company Non-Negotiables

Manager accounts will eventually receive centrally controlled non-negotiables, with personal schedule blocks customizable around them.