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The GenNXT Platform
Onboarding, made simple
No carrier jargon, no obscure acronyms. If we can't explain it simply, we haven't understood it well enough ourselves.
Days instead of weeks for pricing — without skipping the underwriting, KYC, or compliance steps that protect everyone involved.
We've designed the platform to extend what advisors and CPAs already do for their clients — not replace the relationships they've built.
Every aspect of the platform is built to adhere to all regulatory requirements and meet the highest standards of customer data privacy. We build trust by never cutting corners.
The Intelligence Powering the Platform
Coming soon!
GenNXT developed our AI advisor with unparalleled domain expertise in insurance and PPLI and their application to tax planning, estate planning and alternative investments. She’s designed to emulate the discipline and focus of a family office.
Her backstory
Built by Silicon Valley software architects working alongside portfolio managers, offshore tax strategists, specialized PPLI underwriters, and concierges from the world's leading hotels.
Trained on US tax codes, life insurance legislation, and a century of macroeconomic data and market cycles — then given the communication patterns of the world's most successful wealth managers.
Thousands of simulated PPLI structures — hedge funds, private equity, digital assets — and trillions of dollars run through historic bull markets and sudden crashes.
what she does
Plain English on PPLI rules, 1035 exchanges, and entity structures — answers traceable to their source.
Twenty years of your current trajectory against a PPLI structure, recalculated as the inputs move.
Any insurer's illustration, read and itemized — fee drag, surrender terms, and whether a 1035 exchange is worth exploring.
Institutional illustrations normalized to the figures that actually differ: premium, death benefit, and financial strength.
One accepted quote sets carrier, ownership entity, and allocation in motion — pre-filled and moving in days.
Quarterly diversification audits, premium reminders, and IRS compliance status, running in the background.
how she works
Carrier rules, IRS code, and estate law from a proprietary GenNXT knowledge base — never the open internet.
Every answer links back to a real source: a carrier illustration, a statute, a policy document.
Your conversation and financial data stay within your session, and are never used to train a model.
Diversification rules, entity structures, and cross-border residency, all handled in one pass.
tailored paths
For self-driven clients, you can provide them access to the GenNXT platform and let them take the lead. Clients work with us to get to an optimal life insurance solution. You have full visibility at all times.
For clients that want you to take the lead, share key status updates and request information as needed. Coordinate with other professionals by granting platform access. Provide a white-glove service experience.
For wealth advisors
We’ll be as involved, or uninvolved, in the client facing process as you’d like. Maybe you want to drive each client conversation while GenNXT manages the process in the background. Or maybe you want GenNXT to take care of everything insurance so you can focus on other areas. Our experts can join client calls, or provide you with the materials you need to lead them yourself.
Advisors manage the client relationship and decision making. Enlist GenNXT to provide client-facing insurance expertise as well as execution from A-Z.
Best for advisors that are insurance licensed but new to PPLI or insurance
You are the listed insurance producer on the policy. Use GenNXT to increase the volume and efficiency of your life insurance sales, for a small fee.
Best for insurance-licensed advisors with deep sales and service experience
Identify a specific client need and pass the process to GenNXT. We educate the client, guide them in making a decision and execute A-Z.
Ideal for advisors without an insurance license
