Welcome
to Blueprint Core Solutions
Your partner for case design, annuity strategy, and back -office support. We provide the behind-the-scenes expertise that helps advisors deliver better outcomes and scale with confidence.
Get started with us
1. Schedule an Intro Call -Tell us about your practice and what support you need.
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2. Send Your Case- Share the client details, goals, and any statements.
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3. Receive Your Strategy- We deliver clear, compliant case design and recommendations you can present with confidence.
Hours: Monday-Friday,
8 am-5 pm Central
or
Services
Blueprint Core Solutions is a fee-based advisory support team providing independent case design, annuity strategy, and back-office assistance for financial professionals. We deliver clear, compliant, client-ready recommendations so you can focus on growing your practice.
Case Design
We help with Case design to provide solutions that fit the needs of your client
Application Completion
We complete the application process
Licensing and Appointment
We can help assist with the process of getting you appointed
Why Choose Us ?
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Independent & product-neutral
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Fast turnaround so you can meet clients confidently.
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Confidential, white-glove support
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Use for a single case or ongoing backend support as your practice grows.
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Experience you can trust. Strategy reviewed by a licensed, experienced backend specialist who understands real advisor needs.
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