10 Reasons to Partner with NextGen Advisor

  1. We work only with fee-only advisors and we do not compete with you.
  2. We are obsessed with transparency and value.  
  3. We have no allegiance to any insurance company.
  4. We spreadsheet compare every recommendation we make.       
  5. We are national experts in the areas of life, disability, and long-term care insurance.
  6. We believe the purpose of insurance is to cover risks we cannot afford to take.
  7. We believe that sometimes the best insurance solution is no insurance.
  8. We do not do any work with clients beyond the work requested by an advisor-partner.
  9. We keep the advisors we work with informed but do not involve you in sensitive underwriting issues.
  10. We add real value to your practice.
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