For most representatives, changing broker/dealers can be a major business disruption that can be costly in terms of time, money, and client confidence. How long this disruption lasts and what it ends up costing is directly related to the planning done beforehand.

At NEXT, we provide the advance planning needed to smooth your transition, cut your costs, and eliminate aggravation – all while shortening the process.

As a NEXT representative you’ll enjoy unrivalled support that starts with the transition process and continues every single day after. From registration to licensing with variable carriers to account transfers, we’re with you every step of the way with tailored service.

At NEXT, we’ve built a culture based on mutual support.

We’re here to make sure that your transition to NEXT is easy and has minimal downtime. You can count on our entire Transition Team to help you with whatever you need.

"Transition is the most difficult part of anyone’s career at any place. NEXT made it easy during the transition process. They could not have been more wonderful. We moved a substantial amount of assets in a very short period of time. In terms of transition support, they offered everything from soup to nuts. And because NEXT keeps embracing new ideas and new technology, we were able to leverage that strength and move hundreds of accounts smoothly and efficiently. NEXT is more than a dynamic organization, it’s a family. From the President all the way through the organization, everyone is friendly, helpful and committed. It’s the way I always dreamed it could be. I wish I had done this ten years ago."

Charles Doraine
Corpus Christi, TX