Every year, nearly 2.5 million identities of deceased Americans are used for fraudulent account activity and to open new services.1 This threat is known as "ghosting" and can have serious risk to your client's financial assets, credit cards, tax returns, and driver's license information. It's a serious issue that can disrupt estate settlements for months – sometimes years.
Estate planning, asset protection and a seamless settlement process are top priorities. NextGen Bridge helps advisors provide identity theft protection and prevents delay in estate settlements due fraud. It also positions them as a trusted advisor to the next generation of potential clients. Manage what matters most to your clients with NextGen Bridge.
What is NextGen Bridge?
NextGen Bridge is a self-service solution for executors that prevents the risk of identity theft by making it easier for the executor to notify organizations of the passing of a loved one. By auto-emailing the purchasing advisor the executor's contact information, the service enables the advisor to then reach out and help the executor with other aspects of estate settlement such as setting up estate or heir accounts, giving the advisor the opportunity to retain those accounts.
Simplify the account closure process.
Notify organizations, including credit card companies and social media sites.
Access anywhere, anytime, without delay.
PROTECT THEIR WEALTH AND LEGACY AGAINST FRAUD
"Ghosting" impacts nearly 2.5 million identities of deceased individuals every year. Now's the time to protect the wealth and legacy of your clients.
Talk with your client about keeping this information with their plans.
The executor is directed back to you to initiate NextGen Bridge when your client passes away.
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