Team up with NextPoint and grow your life insurance business.

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.  

About us

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."

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

"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."

Andy Weinhaus, Esq.

Of counsel

Start Partnering with Accounting Firms Today!

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!

Efficient Frontier Strategy

 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

425 South Woods Mill Rd • Chesterfield, MO 63017

We're hiring! To apply, click here.

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 FINRASIPC, FINRA’s BrokerCheck. Non-security products and services or tax services are not offered through SSI. NextPoint Solutions is not affiliated with SSI.