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.
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, 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 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/Pinnacle, you can team up with some of the industry's most experienced and respected high-end planners to offer your clients powerful yet responsible personalized solutions."
"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 and online webinars for CPAs. Offer up to 2 hours of CE credits!
Take advantage of the professional collaboration tool designed by NextPoint Co-Founder Robert Strauss to facilitate advanced sales that require easy and secure communication across teams of advisors.
+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.