The BluePrint Insurance Services

InsuranceCalifornia, United States2-10 Employees

The BluePrint Insurance Services was acquired by Lockton Affinity in January 2021. 

The financial advice landscape has changed, and with that change, more clients want a comprehensive client experience. An experience centered on total financial life planning. The days of having an insurance agent, investment adviser, and other financial professionals providing fragmented advice are over. For this reason, we created The Comprehensive Advisor, which helps advisors incorporate the risk management conversation into their practice. We offer life insurance, fixed annuities, long-term care, and disability insurance from all the top carriers and provide hands-on support for you and your staff. We offer commission and fee-only solutions. Our fee-only solutions allow fee-only advisors to offer insurance without compromising their fiduciary ethics.

The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest level of insurance access and support. The BluePrint's goal is to increase revenue, build enterprise value and create a better client experience.  Working with the largest insurance companies in the world, along with the entrepreneurial spirit, provides an unparalleled approach to the new age of insurance distribution. The BluePrint incorporates technology, hands-on training, and customer service to deliver what they
believe advisors want and need.

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