John Sherman, President, NextGen Advisor, LLC

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.

Welcome to NextGen Advisor

We are a leading provider of comprehensive, objective life, disability, and long-term care insurance advice and solutions to clients of fee-only financial advisors.

We work with advisors across the U.S. who understand the importance of addressing the risks their clients face, but do not work directly with insurance products.

What makes us different?

Our goal with every client is simple: to find the most cost-effective insurance solution in the market for the need being addressed.

We are obsessed with transparency and value. We always illustrate and recommend the lowest cost product in the market, unless the lowest cost product has inferior policy provisions or is offered by a company that fails to meet our minimum financial strength requirements.

We have no allegiance to any insurance company and we spreadsheet compare every recommendation we make.

We only work with fee-only advisors and we do not compete with you. We complement and support you.