November 15, 2018
Financial Planning Online
Matt Meyer, a co-founder of The BluePrint Insurance Services, contributed to the Financial Planning online article, RIA platform taps insurance firm amid nascent fee-only product growth.
A growing breakaway RIA consultant tapped an insurance firm to guide its network on how best to adapt the expanding shelf of fee-only products into their practices.
Tru Independence is teaming up with The Blueprint Insurance Services to provide what the firms are calling a “tru-BluePrint” to help the 17 and counting RIAs on the consulting firm’s platform introduce non-commission annuities, life insurance and long-term care offerings to clients in a simple manner. Click here to view the article.