SOME OF OUR AREAS OF EXPERTISE INCLUDE
Life Insurance
Annuities
Disability
Long Term Care
Asset Protection
Retirement & Estate Planning
Private Pension Plans
Life Settlements
With our well-trained Case Development and Internal Support Team, we can help you filter your situation appropriately. Whether its running proposals, putting together a strategy for a client presentation or sending you point of sale material we have a well-trained professional just for you.
At Greenpoint we have a Dedicated Team of New Business and Underwriting professionals to help you in your day-to-day operations. With access to our own Inhouse Underwriters and New Business Associates you will see your business flow seamlessly from beginning to end.
As Financial and Insurance Professionals we can find ourselves tied up at times. No problem, at Greenpoint we have a Concierge Service that will take the work completely out of your hands and put it in ours. With our streamlined process we can help you with your cases from start to finish. *Call today (904) 392-4304
Derek is the Principal & CEO of Greenpoint and also a Registered Advisor with the State of Florida Department of Financial Services.
With more than Ten plus years of Experience in the financial services industry Derek brings Enthusiasm and a Commitment to assisting insurance and financial professionals. Driven by Motivation for Growth and Profitability, he has gained proficiency at coordinating the resources of an organization representing multiple companies.
Some of his areas of expertise include Private Pension Plans, Life Insurance, Annuities, Disability, Long-Term Care and Retirement & Estate Planning. Derek also services an individual book of retail clients provided through his natural market and referrals. His niches include working with individuals and businesses to help protect their Assets and Continuation plans.
Mr. Mehling's formal training includes College level Finance and Business classes. In an industry that changes on a daily basis he offers a Contemporary approach to some of the Top Advisors in the financial services industry.
904-392-4304
John specializes in Annuities, Indexed Universal Life Insurance and Secure Retirement Accounts. He has helped many families develop their long-term financial strategies while building trusting relationships.
904-392-4304
Lisa's primary focus is to recruit and maintain existing relationships. Her passion for team building shows by the hard work and dedication she brings to the table.
904-392-4304
"Derek Mehling first contacted me thirteen years ago. Since then, his people have outperformed all of the agencies I had worked with previously. Today, nearly all of my business goes through Greenpoint. Derek and his team are great communicators and a valuable resource. " - LARRY
"Derek has helped me increase my annuity business over the past couple years by educating me on the various products so I can more easily explain them to the client clearly and concisely. He is very generous with his time and even gets involved with the underwriting process when needed so it will get issued and paid in a timely manner. A+ Service" - NICK
Phone Number
(904) 392-4304
Tampa, Florida, United States
Monday - Friday: 9am - 6pm
Saturday: By Appointment
Sunday: Closed