Benefits Advisor Scorecard

Scorecard or checklist to help you evaluate or hire your next benefits advisor



There are a number of factors to consider when evaluating your current benefits advisor or looking for a new advisor.

From an advisor's experience, to their service provided to-date, to their alignment with your organization.

Download a free advisor scorecard to help you evaluate you find your next benefits advisor.

We would be proud to be your benefits partner

At NextGen we provide value to potential clients. Our free resources will help assist you to evaluate your next advisor. We are confident that we can check every box.

Straightforward solutions to your benefits needs. Book an appointment with a skilled advisor online today.