Our Story
The benefits industry is broken.We decided not to be part of the problem.
Break Free from the Broken Benefits System
Win bigger clients. Deliver real savings. Take back control.
NextGen Benefits helps forward-thinking advisers lead the revolution in health benefits.
Win CFOs with transparent, data-driven plans
Replace commoditized quoting with consultative value
Build a recession-proof book of loyal clients
NextGen started with a simple idea:
Brokers shouldn’t just sell plans. They should solve problems.
But most were stuck quoting spreadsheets, pushing carriers, and calling that strategy.
So we created a different path:
- A playbook for real value — not just renewals
- A training ground for advisers ready to lead
- A community of professionals who think beyond quotes and carriers
Since 2015, we’ve trained hundreds of high-performing benefits professionals to win bigger deals, transform employer outcomes, and push our industry forward — one client at a time.
We’re not just here to disrupt.
We’re here to replace the old way with something better.
Let’s rebuild benefits. Together.
Join the MovementThe business I started…and the business I’m running today has completely changed… because of this conference.
We’re averaging over 30% [growth] a year…and beating the big houses. I learned it all at ASCEND and the Mastermind.
It’s been life-changing being here.
YOUR JOURNEY
Choose Your Path to Growth
Boot camp + 12-month implementation coaching.
Master the TOOLSET, SKILLSET, and MINDSET behind the NextGen model. This is the fast lane for advisers who want to ditch old habits and close with confidence. You'll go from overwhelmed to in-control — and from quoting to consulting.
Best for: Advisers ready to take action and build a better book
- 2-Day Boot Camp
- 12 months of group coaching
- Templates, scripts, and systems you can deploy immediately
One-on-one. All-in. Just you and Nelson.
This is for top producers or firm owners ready to level up fast. Work directly with Nelson Griswold to refine your strategy, messaging, and personal brand. No fluff — just high-impact, tailored guidance to help you move from good to elite.
Best for: Senior advisers, agency leaders, serious about transformation
- 1:1 strategy sessions
- Customized implementation roadmap
- Direct access to Nelson Griswold
Limited slots. By application only.
Your inner circle of elite advisers.
Join a tight-knit group of top performers committed to growth, accountability, and breaking the status quo. You’ll gain access to proprietary tools, strategic coaching, and a peer community that pushes you to stay sharp and win bigger deals.
Best for: Growth-minded producers and firm owners ready to scale
- Monthly strategy calls
- Exclusive tools + playbooks
- Peer network of high performers
The premier event for forward-thinking benefits advisers.
Once a year, the most innovative minds in our industry gather at ASCEND to share what’s working, what’s next, and how to win in a broken system. This isn’t a vendor expo. It’s a strategy summit. You’ll leave with real tools, proven scripts, and a network that moves deals forward.
Best for: Advisers who want to lead — not follow
- Keynotes from industry leaders and real-world disruptors
- Tactical workshops on self-funding, cost containment, and C-suite selling
- Insider access to the latest tools and trends
- Connections that actually move the needle
Next event: January 2026
Nelson L. Griswold III
Chairman, NextGen Benefits Network
Chairman, Employer Health Care Council
About NELSON, FOUNDER OF NEXTGEN BENEFITS:
A controversial and disruptive healthcare visionary, Nelson Griswold has an impressive track record of educating benefits advisers on the cutting-edge trends, techniques, and tools that grow their business by helping their clients provide higher-quality healthcare that’s affordable and sustainable.
As the prime architect of the NextGen Benefits model that is disrupting employer-sponsored healthcare in the U.S., Nelson was invited to participate in a high-level meeting of disruptive entrepreneurs from around the globe hosted by the legendary Sir Richard Branson on his private island in the British Virgin Islands.
He is founder and director of the renowned NextGen Benefits Mastermind Partnership, a nationwide alliance of leaders of top independent healthcare advisory and consulting firms with a 10-year history of collaboration and innovation.
PUBLICATIONS
Nelson is the author of DO or DIE, a trade bestseller for leaders of employee benefits firms. Together with other NextGen Benefits Advisers, he is lead author of three #1 bestsellers on health care reform:
