Getting Started

• ★ NextGen Overview
• NextGen - Update Your Logo & Photo in the Software
• The PEM & Spending Game to demonstrate cash value life insurance
• NextGen Download the Software
• NextGen Dashboard & Navigation Quick Tour
• Circle of Wealth - Broker-Dealer Compliance

Configuring Your Settings

• Updating the Disclosure Statement
• NextGen Custom Settings

How To Videos

• ★ NextGen: Import Contact cow4 File
• NextGen How to Turn on Contact Privacy Mode
• NextGen Retirement Ready or Not Show Company Match
• NextGen - Retirement Ready or Not Functionality Walk-Through
• NextGen - How to Change Target Culture to Canadian in NextGen
• NextGen Draw Tool Tutorial

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FAQs

• Updating your Members site and NextGen access password
• How much does NextGen cost?
• What does my Login Error Message mean?
• My Courses - Group Training Resources
• Can I still use my the Windows Legacy Circle of Wealth®?
• Will my Communication Profile clients and reports be available in NextGen?

Import / Export

• NextGen: How to Import a Contact File (cow4)
• Import /Export Overview
• NextGen: Export & Import Legacy COW file into NextGen
• NextGen Import Contacts via a CSV File
• Import Legacy Custom Presentation
• Import Legacy Spending Game

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Release Notes & Videos

• Release Notes for 1.24.20 Update
• NextGen 2019 Spring Release
• Training from the Top Highlight of NextGen

Video Hosting

• Locating MoneyTrax Videos & Articles for your FMG Website
• Video Hosting Overview