Advanced consulting solutions crafted for financial advisors specializing in life insurance
Comprehensive Case Design, Funding, and Policy Management Services
Advanced Consulting for Life Insurance Advisors
Comprehensive Case Design and Funding Solutions
NextPoint Solutions delivers tailored consulting services that optimize life insurance strategies through precise case design, innovative funding options, and ongoing policy management.
Customized Case Design
Our consultants develop life insurance cases that align with client goals and tax efficiency, ensuring strategies are both effective and compliant.
Innovative Funding Solutions
We provide advanced funding strategies, including premium financing and early exit options, to enhance client cash flow and investment potential.
POLICY MANAGEMENT FOR LIFE INSURANCE ADVISORS
Refinancing, Monitoring and Policy Review
NextPoint Solutions has powerful systems to provide post-sale services, including refinancing and restructuring of existing premium financed arrangements, and post-sale monitoring.
Policy Management Support
NextPoint offers ongoing policy monitoring and renewal assistance to maintain optimal performance and adapt to changing market conditions.
AI-Driven Insights
Our patented AI software delivers rapid, accurate policy performance predictions, enabling advisors to make informed decisions quickly.
OPTIONAL SALES ASSISTANCE
Presenting Strategies to Clients and their Advisors
NextPoint Principals Christopher Jacob, CFP and Robert Strauss, JD have decades of experience presenting complex designs and motivating clients into action. They join your team as your hired experts.
Collaborative Sales Assistance
We partner with advisors as co-agents, supporting the entire sales process from strategy selection to client presentation. Increase close ratios using this option.
Decades of Industry Expertise
NextPoint’s team brings extensive experience and respected knowledge to every consulting engagement, ensuring reliable and strategic guidance.
Consulting Services FAQ
NextPoint Solutions supports financial advisors with expert consulting in case design, funding strategies, and policy management. Our team leverages advanced tools and decades of experience to streamline your client solutions.
What consulting services does NextPoint offer?
We provide comprehensive support including life insurance case design, funding solutions, policy management, and optional sales assistance to maximize client outcomes.
How does NextPoint assist with funding solutions?
Our consultants analyze funding options tailored to each case. Funding may come from illiquid client owned assets or be provided by third party lenders. NextPoint has strong bank relationships with favorable terms.
Can NextPoint support policy management after sale?
Yes, we offer ongoing policy management services including renewal support and performance monitoring to help advisors maintain optimal client results over time.
How can advisors engage NextPoint’s consulting services?
Advisors can engage us by scheduling an appointment. We will discuss the matter with you in detail. If we feel we can assist and you are willing to share, we move forward together as a team. You always maintain control and ownership of your clients. Our services are transactional only.
What is the role of AI in your consulting services?
We utilize our own patented AI prediction software called Repredict to quickly assess policy performance under various conditions, enhancing decision-making speed and accuracy during sales and policy reviews. You may also use our software on your own by subscribing at https://repredict.ai
How is NextPoint paid?
On new business, NextPoint is typically paid commissions as a co-agent. On policies already in-force NextPoint is paid a service fee or a loan origination fee, if applicable.
Questions About Our Services?
Our consulting team is ready to clarify how NextPoint’s expertise and technology can support your life insurance sales and client strategies.