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
REITs
Dividend Capital Franklin Square Hines Securities
NorthStar Resource Real Estate W.P. Carey
This list is subject to change.