Let us optimize your next advanced life insurance solution. 

NextPoint offers turn-key, independent consulting services to licensed insurance professionals. We work with all advisors, marketing organizations and carriers and respect existing hierarchies. 

PENSION OPTIMIZATION

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.  

RETIREMENT OPTIMIZATION

Offer your clients an alternative to tax deductible retirement plans that are subject to tax at uncertain rates. The Retirement Optimization Plan creates leveraged, tax-deferred growth combined with tax-free income death benefit.  

ESTATE OPTIMIZATION

Help your high net worth clients transfer wealth with efficiently using carefully planned, closely monitored, premium financed life insurance strategies. The Estate Optimization Plan also has the shortest exit strategy in the industry.  

About us

NextPoint Solutions offers all the sales and marketing support required to successfully present, implement and administer today's most powerful pension, retirement and estate planning strategies. Our Pension Optimization, Retirement Optimization and Estate Optimization Plans offer a simple framework upon which the most sophisticated plans can be tailored.  

"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."

Chris Jacob, CFP

Co-FOUNDER

"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."

Robert Strauss, JD

CO-FOUNDER

Accountants Receive CPE Credits

Accountants inquire about hosting a live seminar or large screen webinar at your own firm, and receive CPE credits for any CPAs who attend.

Efficiency Frontier

 Get the benefit of leverage including increased tax-free income and death benefit without resorting to third-party lenders and the many risks of associated with borrowing to fund premiums.  

Learn more about the Efficient Frontier Strategy.

Contact

sales@nextpointsolutions.com

+1 203 542 2866

  3 Forest Street • New Canaan, CT 06840

   Chris Jacob is a Registered Representative with Saxony Securities, Inc. Securities offered through Saxony Securities, Inc. (SSI)  Member FINRASIPC, FINRA’s BrokerCheck. Non-security products and services or tax services are not offered through SSI. NextPoint Solutions is not affiliated with SSI.