Back to People

Matt Meyer
Co-Founder & Your Business Development Partner
Matt Meyer
Matt Meyer
Matt Meyer
Matt Meyer
Matt Meyer
Matt Meyer
Direct
424-387-4143
Cell
310-497-2550

What are 3 words people use to describe you?
Genuine, Honest, Inquisitive 

What are you most grateful for?

 The opportunities I have had in my life.

What gets you excited about life?

That there is a lot in the world left for me to explore. 

What is the best advice you have ever been given?

To live in the present and enjoy what you are doing everyday.  

How do you define success?

My definition of success is knowing that what you are doing is helping you and others lead a better, happier, healthier life. 

What is your proudest achievement?

My marriage, family, and building a business that helps others.  

What life lesson did you learn the hard way?

That you should only surround yourself with people that have your best interest in mind.

What was the best book you’ve read and why?

Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.

 

 

Matt currently serves as Founder and Managing Partner of The BluePrint Insurance Services, a partner of a leading life insurance and annuity marketing company in the country, AimcoR Group. Matt specializes in working with financial advisors on complex estate and business planning issues. He takes a holistic planning approach and prides himself on speaking the same language as RIAs and comprehensive financial advisors.

Matt Meyer has been in the insurance and financial services business since 1998. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long-term products utilized for risk mitigation.
Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.

RELATED ARTICLES FOR Matt Meyer
RELATED ARTICLES FOR Matt Meyer
October 07, 2019
Is It Time to Change the Retirement Conversation?
May 23, 2019
Are You Prepared to Offer Comprehensive Financial Advice?
May 20, 2019
The Retirement Income Gap Conversation
May 20, 2019
The Policy Review Conversation
May 20, 2019
The Family Protection Conversation
May 20, 2019
The Long-Term Care Conversation
May 19, 2019
What is The Comprehensive Advisor?
March 01, 2019
Next-Gen Annuities
November 19, 2018
The BluePrint Insurance Services Introduces The tru-BluePrint Comprehensive Client Approach
November 15, 2018
RIA platform taps insurance firm amid nascent fee-only product growth
October 17, 2018
IBDs brace for impact as Ohio National ends commissions on VAs
October 01, 2018
When is the Ideal Time to Discuss Long-Term Care?
September 11, 2018
The BluePrint Insurance Services Continues Growth by Adding Experienced Wholesaler Ezra Hartsfield
September 11, 2018
The Mechanics of Fixed Index Annuities
July 26, 2018
What is Your Retirement Approach?
July 25, 2018
Engaging Business Owners
July 10, 2018
RiXtrema/The BluePrint Insurance Services
July 10, 2018
Fixed Index Annuities- Making a Difference in Client Portfolios
June 29, 2018
Do You Work with Business Owners?
May 01, 2018
Is it Time for a Spring Cleaning?
April 01, 2018
Will Fixed Index Annuities Compliment an Asset Allocation?
March 01, 2018
Should Your Clients Have a Long-Term Care Plan?