Blueprint Financial Advisors Adds Insurance Affiliate

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day-operations, has enhanced its platform for financial advisors by launching Blueprint Insurance Services, an insurance affiliate. Blueprint Insurance Services will allow wealth advisors that partner with Blueprint Financial Advisors to seamlessly integrate insurance solutions into their service offering.

“Given today’s dynamic financial landscape, financial advisors who are able to offer comprehensive services under one roof have a competitive advantage,” says Blueprint Financial Advisors President Andrea Johnson Swope. “We’re excited to give our partnering advisors the opportunity to directly support their clients’ diverse insurance needs through Blueprint Insurance Services.”

Blueprint Insurance Services makes comprehensive coverage options available to financial advisors who partner with Blueprint Financial Advisors, including access to a wide range of tailored insurance products, from life to long-term care and fee-based annuities. Additionally, Blueprint Insurance Services provides educational resources to help advisors keep updated about industry trends and best practices.

Blueprint Insurance Services’ offering for financial advisors is bolstered through a partnership with Core Income Advisors, an independent insurance brokerage. The collaborative partnership provides robust back-office and administrative support for insurance product selection, application processing, and policy servicing.