Chris Jacob Cfp®

Chris Jacob Cfp® Email and Phone Number

Innovative life insurance solutions and AI predictive spreadsheet applications and solutions. @ Proforce Ledger
Chris Jacob Cfp®'s Location
Silverthorne, Colorado, United States, United States
Chris Jacob Cfp®'s Contact Details

Chris Jacob Cfp® work email

Chris Jacob Cfp® personal email

n/a
About Chris Jacob Cfp®

As a Certified Financial Planner® (CFP) since 1988, I founded my financial practice with the goal of helping high wealth individuals and families with their unique financial needs. Over my 38 year career, I have served 500 individual and corporate clients nationwide regarding the accumulation, protection, and preservation of their intellectual and financial capital. I sold my practice several years ago and created a new company, NextPoint Solutions, with my partner, Bob Strauss, believing we could have greater impact working within the advisor community on behalf of their clients.We're a diverse team of insurance advisors, financial planners and attorneys dedicated to helping investment advisors, broker dealers, RIA's and other financial professionals succeed in the area of advanced life insurance planning. We provide smart solutions for companies of all sizes and pride ourselves on our unparalleled, dedicated service.At Nextpoint we would like to help you grow your life insurance business by adding industry leading advanced planning strategies and AI inventiveness. Watch your life business soar without changing a thing. Let us scale your practice while freeing you up to focus on your core business. Keep the genius and delegate the rest to us

Chris Jacob Cfp®'s Current Company Details
Proforce Ledger

Proforce Ledger

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Innovative life insurance solutions and AI predictive spreadsheet applications and solutions.
Chris Jacob Cfp® Work Experience Details
  • Proforce Ledger
    Co-Founder
    Proforce Ledger Jan 2023 - Present
    Ridgefield, Connecticut, United States
    Proforce Ledger uses our own patented AI methodology to analyze insurance illustrations and concept designs and make predictions to facilitate discussion and add clarity.
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  • Nextpoint Solutions
    Co-Founder And President
    Nextpoint Solutions Oct 2018 - Present
    Silverthorne, Co
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  • Cadeau
    Financial Educator And Speaker
    Cadeau 1994 - Sep 2020
    Presenter for Senior Market Advisor, St. Louis Planned Giving Council, Southeast Council on Philanthropy, Roundtables, and Non-profit organizations on topics including Zero Estate Tax Planning, Family Wealth Preservation, and Tax Smart Retirement Planning.Invited Radio Guest for Catholic Radio WRYT 1080 AMFeatured contributor to the Fox Business Network
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Chris Jacob Cfp® Skills

Retirement Income Planning Wealth Management Services Planned Giving Estate Planning Financial Advisory Public Speaking Series 7 Series 6 Series 63 Estate Tax Planning Tax Favored Investments Charities Long Term Care Insurance Wealth Accumulation Non Traded Reits Etfs Philanthropy Retirement Planning High Net Worth Individuals Asset Allocation Retirement Nonprofits Entrepreneurship Tax Leadership Investments Strategic Financial Planning Small Business Asset Managment Securities Fundraising Insurance Trusts Wealth Management Financial Planners Investment Advisory Financial Analysis Financial Services Investment Strategies For Small Business Advisor Education Equities Project Planning Strategic Partnerships Fixed Annuities Variable Annuities Indexed Annuities Bonds

Chris Jacob Cfp® Education Details

Frequently Asked Questions about Chris Jacob Cfp®

What company does Chris Jacob Cfp® work for?

Chris Jacob Cfp® works for Proforce Ledger

What is Chris Jacob Cfp®'s role at the current company?

Chris Jacob Cfp®'s current role is Innovative life insurance solutions and AI predictive spreadsheet applications and solutions..

What is Chris Jacob Cfp®'s email address?

Chris Jacob Cfp®'s email address is cj****@****lth.com

What is Chris Jacob Cfp®'s direct phone number?

Chris Jacob Cfp®'s direct phone number is +131457*****

What schools did Chris Jacob Cfp® attend?

Chris Jacob Cfp® attended University Of Illinois Urbana-Champaign, Professional Designation.

What are some of Chris Jacob Cfp®'s interests?

Chris Jacob Cfp® has interest in Spending Time With My Family, Hunting, Fishing, Making A Difference.

What skills is Chris Jacob Cfp® known for?

Chris Jacob Cfp® has skills like Retirement Income Planning, Wealth Management Services, Planned Giving, Estate Planning, Financial Advisory, Public Speaking, Series 7, Series 6, Series 63, Estate Tax Planning, Tax Favored Investments, Charities.

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