NextPoint offers comprehensive, advanced planning services to investment advisors and independent life insurance professionals nationwide. NextPoint is the proud Advanced Solutions Branch of The Pinnacle Group.
NextPoint Solutions, along with our marketing and advisory partners, offers creative, yet responsible life insurance solutions to the financial services industry, along with all the sales and follow-up support needed for successful execution.
"After more than 30 years in the industry, I am even more excited by the opportunities that exist today to help people achieve their planning objectives."
"At NextPoint|Pinnacle, we offer not only innovative planning solutions, but critical marketing, case design, sales, financing and renewal support."
"I've worked with Chris and Bob for many years and they are both highly knowledgeable and innovative. I am happy to counsel them for legal interpretation and compliance."
Ask about our live NASBA-approved CE seminars and online webinars for CPAs. Offer up to 3 hours of CE credits!
Call us if you have a great sales opportunity and want to be sure you offer today's most innovative solutions. A NextPoint expert is standing by to assist you.
+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.