Product Portfolio

Building the right solution requires access to products that address your specific needs.  Next Step Financial Solutions is proud to offer our clients access to a multitude of carriers and products. You can take comfort in knowing our recommendations are based on solutions we believe are most suitable for your situation.  Recommendations are never driven by a specific carrier or product.



Life Insurance

John Hancock                         American General                              Banner Life                 

Prudential                               Transamerica                                     MetLife                       

Banner/William Penn              Lincoln                                                Principal

Nationwide                             Axa                                                      ING

North American                      Symetra  

 Long Term Care

John Hancock                         Mutual of Omaha                               Transamerica

   Disability Insurance

MetLife                                   Principal                                              Mutual of Omaha        Assurity Standard                   Guardian

 Mutual Funds & 529 College funding options

Our firm has access to hundreds of fund companies representing thousands of fund choices.

Fixed Annuities

W&S/Integrity Life                   New York Life                                         Principal                  

American National                  The Standard                                         Minnesota Life

Protective Life                         Integrity Life                                           New York Life

AIG (American General)          Lincoln

Variable Annuities

AIG                                           Axa                                                      Jackson National

Lincoln National                       Nationwide                                           Ohio National

Pacific Life                                Prudential                                            Transamerica

Managed Accounts

SEI                                            Brinker Capital                                    Portfolio By Design

SIA                                            John Hancock Portfolio Solutions                            


Dividend Capital                       Franklin Square                                   Hines Securities

NorthStar                                  Resource Real Estate                          W.P. Carey


This list is subject to change.