Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
Part of the MassMutual family
Blueprint Income is a subsidiary of MassMutual. Our firm joined the organization in February 2021 because our companies share a purpose: to help people secure their future and protect the ones they love. We do this by offering innovative retirement income solutions through a simplified, digital, and customer-centric user experience. As an autonomous company, Blueprint seeks to offer the best annuity products on the market to help our clients achieve financial security.
Our core beliefs
Financial security in retirement should be an attainable goal for everyone
You should have the power to choose from the best - after all it's your money
Saving and planning for retirement shouldn't be confusing
Planning for something this important means you should be supported every step of the way
The more we listen to you and learn from you, the better we can serve you
2016
Founded
$700M+
in Premiums
6,000+
Policies
2,700+
Clients Served
Meet our team of annuity experts
Our team is here to provide assistance with your inquiries, manage paperwork, and support you in your decision-making. Any Blueprint Income employee with whom you interact with in regards to the specific products we offer is a licensed fixed annuity producer; however, some administrative and technical support may be provided by non-licensed employees.
Ricardo Diaz
Head of Blueprint Income
Writing Agent
Ricardo received his MBA from Harvard Business School and is a licensed life and health insurance agent. He started his career in consulting with McKinsey & Company, before finding his passion for financial services and technology.
Ricardo is married with two young children and loves mountain biking.
Neil Altieri
Head of Operations
Writing Agent
Neil has 12+ years of insurance experience. 10 years at MassMutual in life insurance service and leadership, and 2 years as Head of Operations at Blueprint Income.
Neil is a father of two active young boys and loves coaching youth sports.
Jason Long
Sales Lead
Licensed Agent
Jason has 8+ years of experience in the financial services industry, specializing in annuity contracts. He is a former FINRA registered representative.
In his free time, Jason loves to golf. In fact, he was a 4-year collegiate golfer.
Nelson Rodriguez
Operations Director
Licensed Agent
Nelson has 20+ years of experience in insurance and financial services. He recently joined the Blueprint Income team as Director of Operations.
His favorite sports teams are the Yankees, Knicks, Rangers, and Giants. He is also a father of two boys.
Melanie Jefferies
Processing Lead
Licensed Agent
Melanie has 10 years of customer service experience with 6 years of annuity experience.
In the past, Melanie used to work for a local magazine where she was able to interview a couple of celebrities.
Sarah Nowak
Operations Specialist
Licensed Agent
Sarah has over 10+ years of customer service and finance experience.
Sarah is a mother of two boys and three Australian Shepherds.
Patrick Fitzgerald
Operations Specialist
Patrick has 3 years of insurance experience, specifically 2 years at Blueprint Income.
His favorite sports teams are the Red Sox, Patriots, Celtics, and Bruins.
The annuity buying process with Blueprint Income
Our licenses
Annuities described on this website are issued by insurance companies and offered by Blueprint Income, a licensed insurance producer. You can find our licenses here.
How we make money
Blueprint Income earns commissions from the sale of annuity products. Commission rates are typically set by the insurance companies and are already factored into the interest rate quoted, so you're not paying any extra to work with us.
See what our verified customers have to say
Jason was very helpful and had a…
Jason was very helpful and had a wonderful personality. We are new to Blueprint Income and he certainly provided us with a positive experience.
Karen Newport
16 days ago
Today is August 23
Today is August 23, 2024. On August 22, iPhone to make inquiries about different fixed annuities. The representative at Blueprint I spoke with name is Patrick Fitzgerald. He explain several different companies that are represented by blueprint. Immediately, I felt to connection with him on the phone as he was very professional, and I feel like it went beyond the call of duty to explain the different product and different companies that blueprint represents.
Paul Shelton
19 days ago
Easy to fill out the form.
Easy to fill out the form.
Dieu Tran
20 days ago
excellent knowledgeable
excellent knowledgeable
Amritlal Patel
21 days ago
Blueprint got back to me in timely…
Blueprint got back to me in timely fashion throughout the lengthy process.
Chris Merimee
a month ago
Immediate personal help via chat
Immediate personal help via chat. Excellent website flexible search to quickly identify best annuity for specific need. Easy online application for annuity chosen.
Gizmo Guy
a month ago
Easy application process
Easy application process
Amritlal Patel
a month ago
Excellent Service
Keep it up good work, You are help full
Zahid Awan
a month ago
Satisfied Customer
Great at answering customer questions about different aspects of annuities. Responsive in the annuity processing cycle. I've got more than a handful of products with Blueprint and have been generally satisfied.
Seb C.
2 months ago
Interested in providing feedback?
Our belief is that the more we listen and learn from you, the better we can serve you. Your feedback will help us improve our offerings and provide better service to you and other customers.
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Fixed annuity rates are updated by insurers on a regular basis. Sign up to get twice monthly rate updates and other useful information about fixed annuities.