We work better together.
BPP Agency collaborates with financial professionals, businesses, and organizations to create more connected financial conversations—without asking one professional to be everything to everyone.
One client. Multiple disciplines.
A more intentional conversation.
- Client
- Wealth ManagerInvestments, portfolio strategy, planning
- CPA / TaxTax advice, filings, and tax-specific analysis
- Estate AttorneyDocuments, trusts, estate structures
- BPP AgencyProtection, insurance strategy, education
- Sports AgentContracts, career advocacy, opportunities
- Real Estate ProfessionalProperty strategy, transactions, market insight
- Employer / OrganizationAccess, benefits, workplace education
You keep the relationship.
We add the specialized expertise.
The client gets a more connected experience.
You do not have to become an insurance expert.
You only have to make sure your clients can access insurance expertise.
BPP is designed to complement the work already being done by a client’s existing professionals, within the scope of appropriate licensing and suitability.
Start a partnership conversation →- 01
Protection Planning
Life insurance, mortgage-protection planning, living-benefit education, income-protection considerations, beneficiary reviews, and existing-policy analysis.
- 02
Retirement Income
Evaluation of insurance-based retirement-income and longevity strategies when those tools may support the broader plan.
- 03
Tax Diversification
Educational conversations about how different financial vehicles may be taxed across accumulation, access, distribution, and legacy—with tax professionals engaged when tax advice is required.
- 04
Legacy & Family Wealth
Protection, beneficiary planning, family financial organization, wealth-transfer considerations, and multigenerational conversations.
- 05
Business Protection
Key-person exposure, continuity, executive protection, buy-sell funding concepts, and the relationship between business success and personal wealth.
- 06
Financial Education & Experiences
Private client workshops, employee programs, community education, webinars, and elevated in-person experiences through the BPP education ecosystem.
Partnership should fit the relationship.
Not force a formula.
Some partners need a trusted specialist. Others want joint case planning, education, or a client-experience partner.
Specialist Referral
A need falls outside your internal services. You make the introduction, BPP handles the specialized conversation, and the original professional relationship remains respected.
Collaborative Case Planning
For households where investment, protection, tax, business, and estate considerations intersect, the appropriate professionals can work around the same client priorities.
Client Education
Bring BPP into your client community for retirement, protection, legacy, business-owner, women-and-wealth, family wealth, or financial-literacy conversations.
Business & Employee Education
Create practical financial-wellness experiences for teams, associations, professional groups, and organizations without having to build an education program internally.
Co-Branded Experiences
Where appropriate and compliance-approved, combine your expertise, audience, and brand with BPP’s planning conversations and experience platform.
Something We Have Not Named Yet
Good partnerships create leverage. If you see an opportunity that does not fit a standard referral model, let us design the client or community experience around the actual goal.
We do not have to do everything
to help clients with everything.
Strong financial decisions cross multiple disciplines. BPP contributes our expertise while respecting the expertise—and the client relationships—already at the table.
Wealth Manager / RIA
Investment advice, portfolio strategy, securities, and broader planning.
CPA / Tax Professional
Tax advice, filings, tax planning, and analysis of tax-specific outcomes.
BPP Agency
Protection, insurance strategies, education, analysis, and implementation.
Estate Attorney
Legal advice, documents, trusts, and estate structures.
Sports Agent
Contract representation, career advocacy, opportunities, and the athlete relationship.
Real Estate Professional
Property search and strategy, transactions, negotiation, and market expertise.
One set of priorities. Multiple kinds of expertise. No one asking the client to connect the dots alone.
Start with the gap. Build around the client.
The goal is not to hand people off. It is to make sure the right expertise enters the conversation when the situation calls for it.
Your retirement plan identifies a protection or insurance need.
BPP can join as the insurance specialist while you continue managing the broader investment and planning relationship. For complex retirement-income cases, the disciplines can evaluate the client’s needs together.
Your client has strong income, but the protection and legacy plan has not kept up.
BPP can help examine insurance and protection strategies while you remain responsible for tax advice and tax-specific recommendations.
The documents are in place, but funding or liquidity still needs attention.
BPP can assist with insurance analysis, beneficiary conversations, and implementation when an insurance solution is appropriate to support the client’s stated objectives.
Your athlete signs a contract, renews, transfers, or lands a major NIL opportunity—and their financial life changes fast.
BPP can support the athlete with protection planning, beneficiary and legacy conversations, insurance-based accumulation and retirement education, and coordination with tax, legal, and investment professionals. You stay focused on the athlete’s career, contracts, and opportunities; we help make sure the financial protection conversation keeps pace.
Your client bought the home. Now help them protect the income that pays for it.
BPP can help homeowners explore mortgage-protection life insurance and living-benefit options designed to address the financial impact of death or a qualifying illness. Living benefits may provide access to eligible policy benefits after a qualifying event, helping the household protect the income and resources used to keep the mortgage and other essential obligations paid. You stay focused on the property and transaction; we help close the protection gap that can open the day the keys are handed over.
You want better financial education without building a program from scratch.
BPP can create tailored workshops, financial-literacy conversations, employee education, and follow-up resources around the needs of your audience.
You should never wonder
what happened to your client.
A referral is a loan of trust you spent years earning. Here is what happens once you make one—and what comes back to you at each step.
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Step 01
The introduction
You send the client’s name and the reason for the introduction by email, form, or a quick call. We confirm we have it the same business day.
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Step 02
First contact
We reach out to your client within one business day and schedule at their convenience. If they are not ready, we close the loop with you and stop there.
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Step 03
The Clarity Conversation
Education before recommendation. We listen first, and where a Wealth Analysis is appropriate we organize the full picture before anything is proposed.
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Step 04
What comes back to you
With the client’s authorization, you receive a short summary of what we found and what was recommended, so nothing about their plan surprises you later.
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Step 05
Implementation and review
Where a solution is appropriate we implement it and review as life changes. The relationship you built stays yours.
Confirmation on receipt, a status note after the first conversation, and a summary of recommendations where the client authorizes us to share it. Where authorization is not given, you still hear that the loop is closed.
We do not market to your client list, we do not offer services that belong in your lane, and we do not keep contacting someone who has said no.
Information shared between professionals is subject to client authorization and applicable privacy, licensing, carrier, and regulatory requirements. Timing reflects our service standard, not a contractual guarantee.
More than a referral.
A better financial conversation.
Our education, analysis, event, and follow-up ecosystem gives partners multiple ways to create value before, during, and after a client introduction.
The BPP Wealth Analysis
A structured way to organize the bigger financial picture. Our guided process helps surface the questions, priorities, gaps, and relationships that may deserve a deeper conversation.
- Cash flow and financial priorities
- Protection and existing coverage
- Retirement accounts and income goals
- Assets, liabilities, access, and legacy objectives
- Identification of conversations requiring additional expertise
The Wealth Events
Turn education into an experience your clients remember. Partner on private or public financial education experiences designed to make complex ideas easier to understand and important conversations easier to begin.
- Client appreciation and education
- Retirement and legacy workshops
- Business-owner conversations
- Women and wealth events
- Employee and community financial wellness
We work alongside you, not around you.
When appropriate, we keep the existing professional relationship connected to the conversation instead of treating every introduction as a transfer.
We stay in our lane.
BPP contributes where our education, licensing, analysis, and implementation capabilities are relevant, and brings in other professionals when the need belongs elsewhere.
The strategy comes before the product.
We begin with goals, circumstances, tradeoffs, suitability, and education. Financial products are tools, not the starting point.
The strongest financial plan may require more than one professional. The client should not have to connect the dots alone.
BPP Agency · Build. Protect. Preserve.
What are you trying to build?
Whether you are a financial professional, sports agent, real estate professional, business owner, employer, or community organization, we would like to explore where collaboration could create a better experience for the people you serve.
This conversation is exploratory. Partnership structures, referrals, co-branding, compensation, and client-specific activity are subject to applicable licensing, carrier, regulatory, and compliance requirements.
Submitting this form does not create a client, advisory, legal, tax, insurance, referral, or partnership relationship. Any formal arrangement is subject to review and applicable compliance requirements.
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