Matt Meyer is a Producer at Lockton Affinity and SVP of Life Insurance & Annuity Distribution at Synchronize, where he helps lead the organization’s work with registered investment advisors, wealth management firms, financial professionals and their clients. With more than 20 years of experience in the insurance and financial services industry, Matt has developed extensive expertise across life insurance, annuities, advanced planning, insurance distribution and the integration of insurance into the RIA and wealth management model.

Matt began his career in insurance and financial services, working with financial professionals and advisory firms on life insurance, annuity and risk management strategies. Over time, his focus increasingly shifted toward the independent RIA channel and the challenge of helping advisors incorporate insurance into a planning model traditionally centered around investment management.

Matt founded The BluePrint Insurance Services for the sole purpose of serving independent RIAs and wealth management firms. The firm was created to give advisors access to insurance expertise, case design, underwriting, implementation and ongoing support without requiring them to build a traditional insurance operation internally. In 2021, The BluePrint Insurance Services was acquired by Lockton Affinity, bringing its RIA-focused insurance model and capabilities to a larger national platform.

Today, Matt works with RIAs and wealth management organizations to build and manage insurance capabilities within their firms. His role extends beyond individual insurance transactions. He works alongside advisors and their teams to identify planning opportunities, develop insurance strategies, navigate complex underwriting, evaluate existing policies and create repeatable processes that integrate insurance into the broader wealth management experience.

Matt also works extensively in advanced life insurance planning for high-net-worth and ultra-high-net-worth individuals, families and business owners. His experience includes estate and wealth transfer planning, business planning, policy review, annuities, long-term care and complex life insurance strategies. He also has significant experience in the foreign national life insurance market, working with advisors, private banking relationships, and international clients, particularly throughout Latin America.

As more RIAs seek to provide a comprehensive planning experience that includes insurance, Matt helps them develop the education, training, processes and resources needed to successfully integrate these solutions into their businesses. His approach is designed to make insurance easier for advisors to understand, evaluate and implement while maintaining the planning philosophy and client experience of an independent RIA.

Known for connecting insurance expertise with the RIA business model, Matt is a frequent contributor to advisor education, industry content, webinars and training programs focused on life insurance, annuities, advanced planning, policy review, foreign national insurance and the evolving role of risk management within comprehensive financial advice.