Privacy Policy

NextGen values the trust you place in us when you browse our site. This page explains, in plain terms, what information we gather, why we gather it, and how it's kept safe.

Introduction and Scope

NextGen Benefits respects your privacy. This Privacy Policy explains how we collect, use, share, and protect personal information when you visit nextgenbenefits.com or engage with our programs, including the Mastery Track and Boot Camp, Executive Mentorship, the NextGen Benefits Mastermind Partnership, the ASCEND Conference, and related coaching, events, publications, and communications.

NextGen serves benefits advisers, brokers, and consultants. We do not provide health insurance, and we do not collect protected health information through the Site.

By using the Site or Services, you agree to this Privacy Policy. If you do not agree, please do not use the Site.

Information We Collect

  • Information you provide to us:
Program payments are handled by third-party payment and form providers (such as Jotform and its payment integrations). Card numbers are entered directly with those providers. We do not store full payment card numbers on our servers.
  • Information collected automatically:
When you visit the Site, we and our service providers may automatically collect your IP address, browser and device type, operating system, referring pages, pages viewed, time spent, and approximate location derived from your IP address.
  • Information from other sources:
We may receive information about you from event partners, co-hosts, referral partners, public professional sources such as LinkedIn, and service providers who help us run events and marketing.

How We Use Information

We use personal information to:

  • Provide, deliver, and administer our programs, coaching, mentorship, Mastermind, and events
  • Review applications and determine fit for limited-enrollment programs
  • Process registrations, payments, and installment plans
  • Send program materials, schedules, confirmations, and service-related notices
  • Send newsletters, event announcements, and marketing about NextGen and ASCEND (you may opt out at any time)
  • Respond to your questions and requests
  • Understand how the Site is used and improve our content and Services
  • Protect the security and integrity of the Site, prevent fraud, and enforce our terms
  • Comply with legal obligations

We do not sell your personal information.

How We Share Information

We share personal information only as described below:

  • Service providers:
Vendors who host the Site, process payments, manage forms and email, provide analytics, and support events. They may use the information only to perform services for us.
  • Event and program partners:
For ASCEND and similar events, we may share attendee names, companies, and titles with co-hosts, sponsors, or speakers when you register, and we will tell you when this applies. You can ask us not to share your details with sponsors.
  • Program participants:
In group programs such as the Mastermind and Mastery Track, your name, company, and what you choose to say in sessions will be visible to other participants.
  • Affiliates:
Companies under common ownership or control with NextGen, which must follow this Policy.
  • Business transfers:
In connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality protections.
  • Legal and safety:
When required by law, subpoena, or court order, or to protect the rights, property, or safety of NextGen, our users, or others.
  • With your consent:
In any other case where you direct or permit us to share.

Cookies and Tracking Technologies

The Site uses cookies, pixels, and similar technologies to keep the Site working, remember your preferences, measure traffic, and understand the effectiveness of our marketing. These may include analytics tools such as Google Analytics and advertising or social media pixels such as those from LinkedIn, Facebook, and YouTube.

You can block or delete cookies through your browser settings, though some Site features may not work properly. You can opt out of Google Analytics using Google's browser add-on, and you can adjust ad preferences in your social media account settings.

Some browsers send "Do Not Track" signals. Because there is no common standard for these signals, the Site does not currently respond to them. Where required by law, we will honor recognized opt-out preference signals such as Global Privacy Control.

Email, Text, and Phone Communications

You can unsubscribe from marketing emails at any time by clicking the "unsubscribe" link in any email or by contacting us. We will still send transactional messages about programs you have purchased or registered for.

If you agree to receive text messages, message and data rates may apply. You can reply STOP to opt out at any time. We do not share your mobile number with third parties for their own marketing.

Data Retention and Security

We keep personal information for as long as needed to provide the Services, maintain our business records, and meet legal, tax, and accounting requirements. When we no longer need it, we delete or de-identify it.

We use reasonable administrative, technical, and physical safeguards to protect personal information, including encrypted (HTTPS) connections and PCI-compliant payment providers. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If a breach affects your information, we will notify you as required by law.

Your Privacy Rights

Depending on where you live, you may have the right to:

  • Know what personal information we hold about you and request a copy
  • Correct inaccurate information
  • Delete your personal information, subject to legal exceptions
  • Opt out of marketing communications
  • Opt out of targeted advertising, profiling, or the "sale" or "sharing" of personal information as those terms are defined under applicable state law
  • Appeal our decision if we deny your request

Residents of California, Tennessee, and other U.S. states with consumer privacy laws may have additional rights under those laws. We will not discriminate against you for exercising any of these rights.

To make a request, email us at [privacy email] or call 615.369.0618. We will verify your identity before acting on a request and respond within the time required by law. You may use an authorized agent to submit a request on your behalf, and we may ask for proof of that authorization.

Children, International Visitors, and Third-Party Sites

  • Children:
The Site and Services are intended for business professionals and are not directed to anyone under 18. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.
  • International visitors:
NextGen is based in the United States, and information is processed and stored in the United States. If you access the Site from outside the U.S., you understand your information will be transferred to and processed in the U.S., where privacy laws may differ from those in your country.
  • Third-party sites:
The Site links to other websites and services, including attendascend.com, payment and form providers, and social media platforms. We are not responsible for the privacy practices of those sites. Please review their privacy policies.

Changes and Contact Us

We may update this Privacy Policy from time to time. We will post the updated version on this page and change the effective date above. If we make material changes, we will provide additional notice, such as by email or a notice on the Site.

If you have questions about this Privacy Policy or our privacy practices, contact us:

NextGen Benefits, LLC

101 Creekside Crossing, Ste. 1700 Brentwood, TN 37027

Phone: 615.369.0618