Frequently Asked Questions

Strategic Ascent offers a flexible, remote-first work model that empowers professionals to build their financial services business from anywhere. Our systems are designed for virtual success—with online training, team collaboration, and client meetings all conducted remotely. At the same time, we believe in the power of in-person connection. That’s why we host conferences, leadership retreats, and business-building events across the country. We train online, but we build in person—creating a dynamic culture that blends flexibility, mentorship, and community.

Our training process combines self-paced learning, live interactive sessions, and hands-on field experience. New associates begin with online licensing and onboarding, then participate in ongoing live training to build skills and confidence. They also shadow real appointments to learn by doing. As they grow, they have the opportunity to become trainers themselves, creating a cycle of leadership and duplication.

Yes, associates at Strategic Ascent have the freedom to set their own schedules. Whether you're part-time or full-time, our system is designed to offer flexibility so you can build your business around your lifestyle. While we provide structured training and support, you’re in control of when and how you work. The more consistent and focused you are, the faster you grow—but ultimately, you decide your pace.

At Strategic Ascent, “be your own boss” means having the freedom to build your own business with the support of a proven system and strong mentorship. You control your schedule, your income, and your pace. You're not working for someone—you’re building with a team of leaders who are invested in your success. We provide the training, tools, and community so you can focus on growing a business that works for you.

As an associate at Strategic Ascent, you have the opportunity to create both personal and generational financial impact. Personally, your income is performance-based with no cap, meaning the more value you bring, the more you can earn. Professionally, you help clients grow and protect their wealth, reduce taxes, and build legacies. You’re not just developing strategies, you’re shifting financial futures, one family or business at a time. The impact you make can ripple across generations.

At Strategic Ascent, your earning potential is uncapped and directly tied to your performance. You earn commissions as you help clients build financial strategies, with payouts every Tuesday and Friday via direct deposit. Long-term income is built through trails, residuals, and assets under management. As you grow into leadership, you also earn bonuses and overrides by mentoring others. It’s a powerful blend of active and passive income, designed to reward both production and growth.

No prior experience in finance is required to join Strategic Ascent. We offer comprehensive training, licensing support, and hands-on mentorship to help you succeed. In fact, many of our top performers come from completely different backgrounds. What matters most is that you're coachable, ethically driven, and committed to learning and applying what we teach. If you bring the right mindset, we’ll help you build the skills to thrive and lead.

To join Strategic Ascent, all associates are required to obtain a life insurance producer license. From there, additional licensing depends on the solutions you want to offer. Since we operate with a broker in both insurance and securities, the types of licenses you pursue will influence your path and associated costs. Licensing requirements vary by state and license type, but we provide full guidance, resources, and discounted pre-licensing support to help you through the process.

At Strategic Ascent, we believe your brand is your business. We help you develop a strong personal brand by providing marketing tools, social media training, and mentorship on how to position yourself as a trusted financial professional. You’ll learn how to share your story, build authority online, and attract your ideal clients. As you grow, we’ll support you in becoming a thought leader in your market, someone known not just for what you do, but for the impact you make.

Strategic Ascent helps individuals, families, business owners, and investors build and protect wealth through customized financial strategies. Our services include income protection, tax-efficient planning, retirement solutions, legacy planning, business financial strategies, and more. We take a holistic approach, helping clients reduce risk, grow assets, and create long-term financial security. Every plan is tailored to your unique goals, ensuring you have the right strategy in place for every stage of life.

Strategic Ascent’s services are designed for individuals, families, business owners, and investors who want to take control of their financial future. Whether you're just getting started, preparing for retirement, growing generational wealth, or looking to mitigate tax liability, we provide customized strategies to help you reach your goals. Our approach is ideal for anyone seeking clarity, protection, and long-term financial growth through personalized, tax-efficient planning.

All consultations with Strategic Ascent are completely complimentary. We believe everyone deserves access to clear, personalized financial education without pressure or upfront costs. Our goal is to help you understand your options, evaluate strategies, and make informed decisions, whether you become a client or not.

Strategic Ascent helps clients achieve financial independence by creating personalized, strategic plans tailored to their goals, risk tolerance, and stage of life. We focus on protecting income, growing assets, reducing tax liability, and building long-term wealth. Through education and ongoing support, we empower clients to make informed decisions and implement strategies that create financial security and freedom, now and for future generations.

What sets Strategic Ascent apart is our mission-driven approach, personalized strategies, and commitment to education. We treat each client’s net worth like a business; focusing on protection, growth, and tax efficiency. Our team is ethically driven, fully independent, and backed by top-tier contracts with over 190 financial institutions, giving us access to a wide range of solutions. We don’t believe in one-size-fits-all advice, we believe in empowering clients with the knowledge and customized plans they need to build real, lasting financial independence.

Strategic Ascent takes a holistic, strategy-first approach to financial planning. We start by understanding your goals, values, and current financial situation. From there, we build a customized plan focused on protecting what you have, growing your assets, minimizing tax liability, and creating long-term financial security. Our process is education-driven, collaborative, and built around solutions that align with every stage of life. We don’t just plan for today, we help you build a strategy for life.

Getting started with Strategic Ascent is simple. Just reach out to schedule a complimentary consultation with one of our licensed professionals. We’ll take time to understand your goals, answer your questions, and explore strategies that fit your needs. There’s no pressure, just a conversation to see how we can help you move closer to financial independence.

Our financial professionals are fully licensed and trained to offer a wide range of financial solutions. Each associate holds the appropriate state and federal licenses required for the services they provide, whether in insurance, securities, or both. Beyond licensing, our team engages in continuous education, mentorship, and leadership development to stay sharp, ethical, and client-focused. We prioritize professionalism, integrity, and a commitment to helping clients achieve real financial results.

At Strategic Ascent, client confidentiality is a top priority. We follow strict industry standards and compliance protocols to protect your personal and financial information. All data is handled securely, and only licensed professionals directly involved in your planning process have access to your information. We are committed to maintaining your trust by safeguarding your privacy at every step.

Yes. Strategic Ascent offers support with debt management as part of our holistic financial planning approach. We help clients evaluate their debt, improve cash flow, and create strategies to reduce financial pressure. When greater care or legal support is needed, we partner with Weightless Financial, a trusted debt resolution firm that offers no-cost enrollment, legal representation, and the potential to reduce payments and balances by 40–60%. They operate in 49 states, assist with credit repair, and handle a wide range of unsecured debts. Together, we help clients regain control and move confidently toward financial freedom.