Process Overview

Would you like to be considered an expert at succession, exit and transition planning?

Want to increase your income dramatically by attracting high-quality, business-owner clients looking to create a comprehensive plan for their business and their lives?

The Blueprints For Tomorrow™ Affiliate Program will help you achieve all of the above. Financial and insurance advisors now have the opportunity to become licensed and trained to offer our proven Blueprints for Tomorrow™ program to their own clients. Founder Nate Sachs has tested and used these blueprints in his own highly successful advisory practice for 20 years, and now, this extraordinary program is available to you!

Our structured, refined process helps advisors work with their clients to identify business issues of greatest concern to them and select from our 15 blueprints to address each issue.

Why become an affiliate?

Our step-by-step process is simple, yet comprehensive. Clients and prospects who own businesses have concerns about their lives and the risks that face them as business owners. By discussing strategies to properly plan for these contingencies, you elevate your role in their lives to that of a trusted business advisor.

Affiliates receive ample training and coaching on the principles of theThe Blueprints For Tomorrowprogram, methods to market oneself as an affiliate, ways to engage clients in discussions about their fears and how those fears will be addressed by our blueprints.

Stand out from your competition. Instead of simply selling financial products or insurance, as a Blueprints For Tomorrowaffiliate you will offer a clear planning process that gives your clients peace of mind about the plan they are putting in place for their future.

As a member of the affiliate program, you receive:

• A license to use the Blueprints for Tomorrow™ trademark.
• A complete package of branded marketing materials and educational support customized with your name and contact information.
• A template of the Blueprints for Tomorrow™ website for your use.
• Comprehensive training on our process.
• Continuously updated material, articles, case studies and podcasts.  
• Access to this affiliates-only website featuring additional resources to help you market and deliver the program to your clients.

To learn more, call us at 480.596.1525 or email us at info@blueprintsfortomorrow.com