NextPoint offers comprehensive, turn-key, consulting services to licensed insurance professionals. We work with all advisors, marketing organizations and carriers and respect existing hierarchies.
Give your clients control over the way their pension and profit sharing plans are taxed, so the money they think they have, turns into money they can actually keep. The Pension Optimization Plan leverages pre-tax assets into tax-free income.
Offer your clients the leverage of premium financing without all of the moving parts. Only SFI turns premium financed insurance into self-financed insurance by exiting the bank loan in just 10 years. Less collateral. Less interest rate exposure. Less risk.
NextPoint Solutions offers all the sales, marketing and legal support required to successfully design, present and implement today's most pension, business and estate planning strategies. Our proprietary POP, SFI and EFS programs offer simple frameworks upon which the most sophisticated plans can be tailored. When circumstances warrant, we may work with counsel to recommend other time-tested strategies such as loan regime split dollar, charitable family foundations and more.
"After more than 30 years selling life insurance, I am even more excited by the opportunities that exist today to help people achieve their business, retirement and estate planning objectives."
"At NextPoint, we work with the most successful financial advisors as a team to ensure they deliver the most effective life insurance solutions to their clients, in the safest manner possible."
"I've worked with Chris and Bob for many years and they are both highly knowledgeable and innovative. I am happy to counsel them to ensure correct legal interpretation and compliance."
Ask about our live seminars or large screen webinars for CPAs. POP is approved with the NASBA for up to 2 hours of CE credits!
Engage with other professionals 24x7 with team chat, store and share work product securely, and promote services, products and strategies with Projects.
+1 800 396 3622
3 Forest Street • New Canaan, CT 06840
425 South Woods Mill Rd • Chesterfield, MO 63017
Robert Strauss, JD, Founder of Disciplined Advisor Network and Chris Jacob, Founder of Cadeau, LLC are Co-Founding Principals of NextPoint Solutions, LLC. Chris Jacob is a Registered Representative with Saxony Securities, Inc. Securities offered through Saxony Securities, Inc. (SSI) Member FINRA, SIPC, FINRA’s BrokerCheck. Non-security products and services or tax services are not offered through SSI. NextPoint Solutions is not affiliated with SSI.