With the NextGen plan's menu of investment options, you have the flexibility to choose an investing strategy that makes sense for your individual situation. Whether you are investing for the future education of a newborn child or saving for your own graduate school needs, the NextGen plan offers a number of investment alternatives for you - from conservative to aggressive.
Franklin Templeton Added as a Fund Family to
NextGen's Client Direct Series
Franklin Templeton Balanced Portfolio has been added as an investment option in the NextGen Client Direct Series. See the Client Direct Series Program Description Supplement dated June 22, 2009 for more information about this new Portfolio.
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What kind of investor are you . . .
DIRECT or SELECT?
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Client Direct Series is available for self-directed investors – those who do not seek professional advice about choosing among the available NextGen portfolios. The Client Direct Series consists of investment options, including portfolios offered by Franklin Templeton, MFS Investment Management, BlackRock, and a principal protected option.
Client Select Series contains additional portfolios of underlying funds, providing the opportunity to select from among nvestment options, including portfolios composed of mutual funds offered by Franklin Templeton, MFS Investment Management, BlackRock, and a principal protected option. The Client Select Series is offered to investors who seek professional advice.
Note: Only NextGen Client Direct Series enrollment materials are available from this site. If you are interested in investing in the NextGen Client Select Series portfolios, click here for a list of participating Maine financial advisors (NextGen Distribution Agents). Maine account owners (or other account owners opening accounts for Maine beneficiaries) may purchase the NextGen Client Select Series through Maine-based financial advisors.