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

  •  Greenpoint is a full-service Brokerage General Agency dedicated to delivering creative, effective solutions for the financial services industry. Representing more than 30 carriers, we provide the resources you need to achieve your goals with confidence. Whether you’re seeking the right products, strategic guidance to strengthen client relationships, or a partner who is consistently proactive, you can count on us. When you work with us, you get results. 


Committed to Service

  •  At our firm, we believe in delivering top-notch service, upholding integrity, and bringing genuine passion to everything we do. Our mission is rooted in exceeding our advisors’ expectations at every turn. We prioritize consistent follow-up, follow-through, and the ongoing strengthening of our relationships—core principles we consider essential in our industry. We stand behind what we deliver, because your success is our success. 

Services

Financial Services

Case Development & Internal Support

 With our highly trained Case Development and Internal Support Team, we ensure your situation is handled with the attention and expertise it deserves. Whether you need help running proposals, developing a strategy for a client presentation, or obtaining point-of-sale materials, we have dedicated professionals ready to support you every step of the way. 

New Business & Underwriting

 At Greenpoint, we offer a dedicated team of New Business and Underwriting professionals to support your day-to-day operations. With direct access to our in-house underwriters and New Business Associates, you can expect your cases to move seamlessly from start to finish. 

Concierge Service

 As Financial and Insurance Professionals, we all find ourselves stretched for time. That’s why Greenpoint offers a dedicated Concierge Service designed to take the workload off your plate and place it in our hands. With our streamlined process, we manage your cases from start to finish, ensuring efficiency and peace of mind.
Call today: (904) 392-4304 

Managing partner

Derek Mehling - Principal & CEO


Derek is the Principal and CEO of Greenpoint, as well as a Registered Advisor with the State of Florida Department of Financial Services.

With more than a decade of experience in the financial services industry, Derek brings enthusiasm, expertise, and a strong commitment to supporting insurance and financial professionals. Driven by a passion for growth and profitability, he has developed a high level of skill in coordinating the resources of a multi-carrier organization.

His areas of expertise include Private Pension Plans, Life Insurance, Annuities, Disability Insurance, Long-Term Care, and Retirement / Estate Planning. In addition, Derek maintains a personal book of retail clients through his natural market and referrals. His specialties include helping individuals and businesses protect their assets and develop effective continuation strategies.

Derek’s formal training includes college-level studies in finance and business. In an industry that evolves daily, he brings a contemporary and forward-thinking approach to the advisors and professionals he serves.


904-392-4304

derek@greenpointbrokerage.com

General Agent - John DeNicola

 John specializes in Annuities, Indexed Universal Life Insurance, and Secure Retirement Accounts. He has helped numerous families build long-term financial strategies while fostering strong, trusting relationships along the way. 


904-392-4304

john@greenpointbrokerage.com


Relationship Manager - Lisa Dawson

 Lisa’s primary focus is recruiting new talent and strengthening existing relationships. Her passion for team building is evident in the hard work, dedication, and positive energy she brings to every interaction. 


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

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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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