Adjust, Recalibrate, Excel.

Unparalleled distribution advisors want, to deliver solutions their clients need.

“Every partnership requires different levels of support and industry leading compensation should reflect accordingly. At Blackheath, we pride ourselves in our ability to implement insurance strategies by offering customizable partnerships, whether we are providing a book review, sitting across from an advisor and their client, or simply providing access to a multitude of insurance carriers and their solutions.”
– Matt Eller, Founder

Blackheath
Advisor Resources

Compliance Assistance

Through ongoing monitoring and support, Blackheath Partners helps advisors stay ahead of regulatory changes, mitigating compliance risks and maintaining a culture of compliance within their organizations. Whether it’s implementing robust internal controls, conducting compliance training, or providing expert guidance on complex regulatory issues, Blackheath Partners is dedicated to empowering advisors to operate with confidence and integrity in today’s dynamic financial landscape.
Industry Leading Compensation

BHP is strategically positioned with the ability to provide more competitive compensation while providing experienced industry professionals. Our individualized levels of support are designed to provide higher compensation. Click here to schedule a meeting to review the BHP increase.
Marketing Support and Business Development

Every advisor is unique, with their own story, values, and goals. That’s why we offer a tailored and fully customizable marketing and branding experience designed to elevate your brand identity and amplify your message to new prospects. Our approach begins with a deep dive into understanding your business, its offerings, target audience, and competitive landscape. Through comprehensive research and analysis, we uncover the essence of your brand and identify strategic opportunities for growth and differentiation. With our team of seasoned marketing strategists, creative designers, and brand experts, we craft a customized roadmap that aligns with your objectives and captures the essence of who you are. Our collaborative approach ensures that your voice is heard every step of the way, resulting in solutions that resonate with your audience and drive tangible results.
Illustration and Case Design

Every opportunity is uniquely different, requiring different involvement and resources.

To access quoting software, click here.
To email detailed information regarding the client and goals, click here.
To schedule a call regarding a specific client and design, click here.
Case Management and Contracting
Client Meeting
Proactive Book Review

Many financial professionals want to implement insurance strategies into their practice with limited success. At BHP we proactively review your existing practice to identify where value can be added. We do not sit back and wait for opportunities from you, we work collectively to cultivate those opportunities. Click here to schedule a book review.