NextPoint Solutions

Highly efficient life insurance solutions

SFI, QPT or Custom Plan
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Introducing SFI & QPT

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.

 
 

About NextPoint

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. 

Advisor Clients

250

Solutions

50

Carriers

20

Staff

10

 

The Team

Teamwork: the ability to work together toward a common vision

Strategic Partner

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News & Events

 

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New Canaan, CT 06840

Chesterfield, MO 63017

sales@nextpointsolutions.com

Tel: 203.359.4990

Tel: 314-579-9180

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© 2020 by NextPoint Solutions, LLC. All rights reserved. Chris Jacob is registered representative of Saxony Securities, Inc.  Securities offered through Saxony Securities, Inc. (SSI). Member FINRA, SIPC. Non-security products and services or tax services are not offered through SSI. NextPoint is not affiliated with SSI.