Introducing SFI & QPT
March 24, 2020
11:00 am est
Meet the team. Robert Strauss, JD, creator of Self-Financed Insurance (SFI), will reveal the secrets of responsible premium financing. Hint: it's not all in the design.
Chris Jacob, CFP, creator of Qualified Transfer (QPT), will discuss life insurance as an alternative asset class that, under the right conditions, can be purchased with pre-tax dollars and still give rise to tax-free retirement income and death benefit.
NextPoint Counsel Andy Weinhaus will explain powerful, yet well-settled tax-saving strategies such as the use of Intentionally Defective Grantor Trusts (IDGTs) to purchase estate assets for the purpose of funding life insurance.
What is NextPoint?
NextPoint Solutions, LLC is the Advanced Solutions Branch of The Pinnacle Group of Jacksonville, Florida. NextPoint was founded in 2018 by Robert Strauss, JD and Chris Jacob, CFP for the specific purpose of helping financial advisors achieve optimal planning objectives for their clients. Accordingly, all strategies are designed not only to perform, but to address and minimize any associated risks.