Ready to communicate to your clients?

Once you have subscribed to NextGen Bridge the following tools and resources will help streamline communication to your clients around the value you are bringing to their overall estate planning toolkit.
Use this email template to craft a message for every client. We’ve done the work for you.
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Product Enrollment Overview
Print and share this overview for clients that need more details and that personal touch.
Share the benefits of NextGen Bridge with this video for your clients.