The BluePrint Insurance Services Employee Directory

InsuranceCalifornia, United States2-10 Employees

The BluePrint Insurance Services operates in the insurance sector and provides an operational platform designed to support registered investment advisers and comprehensive financial advisors in integrating insurance into their practices. The company offers life insurance, fixed annuities, long-term care, and disability insurance from major carriers, with hands-on support for advisers and their staff, and emphasizes incorporating risk-management discussions into client conversations. It provides both commission-based and fee-only arrangements to allow fee-only advisers to offer insurance without compromising fiduciary ethics. In January 2021, The BluePrint Insurance Services was acquired by Lockton Affinity. Based in San Diego, California, the firm maintains a small team and aims to partner with RIAs and comprehensive financial advisors to enhance the client experience and overall enterprise value through technology, training, and service.

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