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Welcome to The BluePrint

An insurance partner for RIAs and comprehensive wealth advisors

Understanding Your Business

Your time is valuable and we understand that a good partner needs to bring more than just product or sales ideas. Therefore, we take seriously our commitment to making a difference in your business. Our goal is to be your high-end strategic insurance partner that goes beyond insurance. We have proven processes that allow us to be a proactive solution that seamlessly integrates into your advisory practice. We create a partnership that we believe will lead to increased revenue, greater enterprise value, and more comprehensive experience that your clients will appreciate.

Our Partnership Process

UNDERSTANDING YOUR BUSINESS


Our streamlined discovery process allows us to quickly understand if we are the right fit. We work best with RIAs who are focused on providing their clients a full-service approach to wealth management and who find value in partners that are caring, transparent, and always have their best interest in mind.

WORKFLOW INTEGRATION

Insurance can play a vital role in the financial success of your clients. However, we know the insurance process can be confusing, cumbersome and slow. We built a process that removes many of these frustrations and barriers from getting business done. The process is streamlined and transparent to help you set the right expectations for your clients.

NURTURE


The business of wealth management is rapidly evolving. We have a dedicated process for educating you on new ideas and concepts. Our process is adaptive to meet the needs of your clientele. Our end goal is simple. Help you be an innovative RIA that is prepared for the opportunities and challenges that you will face in today’s marketplace.

WHY THE BLUEPRINT

A Proactive Insurance Solution

Your time is valuable and we understand that a good partner needs to bring more than just product or sales ideas. Therefore, we take seriously our commitment to making a difference in your business. Our goal is to be your high-end strategic insurance partner that goes beyond insurance. We have proven processes that allow us to be a proactive solution that seamlessly integrates into your advisory practice. We create a partnership that we believe will lead to increased revenue, greater enterprise value, and more comprehensive experience that your clients will appreciate.
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Planning, Professional, Passionate

We are passionate about working with successful financial advisors and the clients they serve. We place a high value on relationships, process and partnership. We are called The BluePrint because planning is the foundation of everything we do and we take pride in being proactive, transparent, and delivering you dependable support.
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Simplifying the Complicated

Our philosophy is simple. If we deliver on our commitment of providing proactive communication, regular education, and being great at follow-through, then everything else falls into place. We simplify the complicated by being a hands-on partner. A hands-on partner that focuses on getting to know you and your business and then showing you how we will integrate into your business. You will see it is simple, transparent, and efficient.
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Alternative Services

Our alternative services team delivers the highest standards in strategic partnerships and advanced planning. Our team is focused on deliver premium financing expertise, private placement evaluation, captive insurance programs, alternative insurance solutions, estate planning guidance, and much more.
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