The Times Are A Changin' - Insurance Services In The RIA World with Matt Meyer - a podcast by Ivan Barretto, Megan Campbell, and Collin OBryant

Matt Meyer Bio:

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.

He’s able to so because he’s been in the insurance and financial services business for the last two decades. He’s gained extensive experience consulting large organizations on their employee benefit programs, He’s also assisted high net worth families in the estate planning process, and provides 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.

Topic I – Introduction Topic II – How the comprehensive client experience addresses fiduciary responsibility for an advisor? Topic III – Integration of insurance and risk management into the advisor’s planning process Topic IV – Creation of insurance solutions for the RIA community Topic V – Closing Comments

Guest Speaker Information: Matt Meyer, Co-Founder Email: MMeyer@tblueprint.com Matt Meyer LinkedIn: https://www.linkedin.com/in/mmeyerinsurance/ Phone: 424-387-4143

Company Info: The Blue Print Insurance Services Website: www.tblueprint.com Company Linkedin: https://www.linkedin.com/company/the-blueprint-insurance-services/ Twitter: https://twitter.com/insuranceria?lang=en

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Website of Ivan Barretto, Megan Campbell, and Collin O'Bryant