Innovative Strategies Tailored for Financial Advisors
NextPoint Solutions is your personal back office behind-the-scenes team to deliver innovative insurance strategies, professional case design, no-hassle funding options, and all the ongoing support needed to optimize life insurance outcomes.
Comprehensive Case Design
We tailor life insurance strategies to meet diverse client needs, ensuring optimal tax efficiency and long-term security.
Try us for free. Send us any IRA or QP balance along with a few other details, and we'll create a comprehensive retirement income report. We'll even run an alternative sequence of returns.
Creative Funding Solutions
Customized and responsible funding options include SFI Premium Financing, the most conservative financed design in the industry, with decades of proven success.
Special lender arrangements ensure quick approvals, low collateral and flexibility of design.
Innovative Technologies
Our experts take advantage of the most powerful InsurTech inventions, including InsMark, Repredict and other platforms.
In fact our founders invented and patented Repredict as the leading advisor-based AI solution. Repredict uses pattern recognition to predict performance.
Trusted insights from LEADERS shaping THE life insurance INDUSTRY
"As you may know, Chris Jacob, CFP is arguably the most knowledgeable retail life insurance agent in the country when it comes to using InsMark software to improve client results and close larger deals."
Don Prehn, CEO of InsMark
Connect with NextPoint for Tailored Life Insurance Solutions
Personalized Support for Financial Advisors
Reach out to our expert consultants to discuss customized strategies that align with your clients’ goals. Benefit from dedicated guidance on case design, funding options, and policy management to enhance your advisory services.
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