About Us

Greenpoint is a Brokerage Agency Tailored to Partnering with Financial and Insurance Professionals



SOME OF OUR AREAS OF EXPERTISE INCLUDE


Life Insurance

 Annuities

 Disability

 Long Term Care 

Asset Protection

Retirement & Estate Planning 

Private Pension Plans

Life Settlements

Comprehensive Approach


  • We are a full-service Brokerage General Agency working to find creative solutions for the financial services industry.  As an Organization representing 30 plus carriers you can always count on finding the right resources to facilitate your goals and objectives.  Whether its Products or Strategies to gain client confidence or always being proactive, when you partner with us you get Results!


Committed to Service


  • At our firm we believe in Top Notch Service, Integrity and the Passion for what we do. Our mission and values include exceeding our advisor's every expectation. With that said we like to Focus on the Follow up, Follow through and Building upon our relationships.  We feel this is key in our industry and can guarantee you this is what we deliver.  Your Success is our Success!

Services

Financial Services

Case Development & Internal Support

 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.  

New Business & Underwriting

 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. 

Concierge Service

 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

Managing partner

Derek Mehling - Principal & CEO

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

derek@greenpointbrokerage.com

Agent - John DeNicola

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

john@greenpointbrokerage.com


Relationship Manager - Lisa Dawson

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

lisa@greenpointbrokerage.com

Testimonials

Agent Testimonies

 "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

Social

Contact Us

Greenpoint Brokerage

Phone Number

(904) 392-4304

info@greenpointbrokerage.com

Tampa, Florida, United States

Hours

Monday - Friday: 9am - 6pm

Saturday: By Appointment 

Sunday: Closed

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Greenpoint Financial Group LLC

info@greenpointbrokerage.com

(904) 392-4304

Copyright © 2020 Greenpoint Financial Group - All Rights Reserved.

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