Client Education
Client Education Tools
Potential clients are more likely to purchase product solutions if they fully understand what you are offering. However, it can be difficult to clearly illustrate some of the complexities that come with insurance and annuities.
NexGen solves this complexity problem by maintaining a free library of client education tools for producers. In our library, you can find videos, infographics, and PDFs that increase client knowledge and help them proceed with their policy.
Video Resources
Get the Basics On Indexed Annuities
A brief video on the basics of indexed annuities.
Questions to ask when Purchasing a Fixed Index Annuity
A brief video on purchasing indexed annuities.
Guaranteed Lifetime Withdrawal Benefit
A brief video on guaranteed lifetime withdrawal benefit.
How to tell FIA Facts from FIA Fiction
A brief video to provide clarity on FIAs