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 help create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs and attorneys. They have successfully established themselves as a forward-thinking and adaptive group.
The BluePrint believes this experience, along with their values, creates a competitive advantage in the marketplace. 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.