Feb 09, 2021
Lockton Affinity, one of the nation’s leading program administrators, has acquired The BluePrint Insurance Services to provide an expanded client service offering in wholesale distribution of life insurance, annuities, long-term care and disability insurance.
The BluePrint team will continue to focus on being a premier insurance partner for RIAs and comprehensive financial advisors while benefiting from a robust back-office and expanded service platform.
Lockton Affinity’s Director of Corporate Development, Martin Wilson, facilitated the acquisition. “We are excited about how this new partnership will elevate the experience and increase the product offerings for existing Lockton clients and producers. Together, our teams will scale The BluePrint’s current distribution strategy, while leveraging new opportunities within Lockton Affinity and Lockton Companies more broadly.”
The BluePrint’s co-founder, Matt Meyer, believes the partnership will be extremely beneficial for Lockton Affinity, The BluePrint and their clients: “We believe the financial advice landscape has changed and RIAs and other comprehensive financial professionals want to partner with a firm that understands their business and will be a true partner. Our mission at The BluePrint has always been to be the standard when it comes to partnering with RIAs or other non-traditional verticals. With this strategic acquisition, it provides expanded resources, service offerings, and, most importantly, great people to help us provide a better experience for our clients and position us for growth opportunities.”
Meyer will become Lockton Affinity’s Director of Life Insurance Planning and Distribution. Michael Robinson, Co-Founder will become the Annuity Sales Manager. Three additional BluePrint associates are also joining Lockton Affinity.
Lockton Affinity, an affiliate of Lockton Companies, was formed in 1987 to meet the dynamic, specialized insurance needs of affinity groups, non-profits, associations and franchises. Today, Lockton Affinity is one of the nation’s leading program administrators, serving a wide array of industries ranging from small business, financial institutions and franchise businesses to fraternal organizations and common-cause groups.
The BluePrint provides an operational insurance platform focused on helping RIAs and comprehensive financial advisors provide a comprehensive client experience by incorporating the risk management conversation into their practice. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. By incorporating this technology, hands-on training and customer service, The BluePrint provides an unparalleled approach to the new age of insurance distribution.