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.

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Part of the MassMutual family

MassMutual

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

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Financial security in retirement should be an attainable goal for everyone

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You should have the power to choose from the best - after all it's your money

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Saving and planning for retirement shouldn't be confusing

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Planning for something this important means you should be supported every step of the way

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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

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

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

Jason Long

Director of New Business

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.

Melanie Jefferies

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.

Leslie Lynch

Leslie Lynch

Operations Specialist

Licensed Agent

Leslie has over 20 years of financial services experience and is an expert in annuities and customer service.

Her favorite sports team is the UConn Women's basketball team. She is passionate about all women's professional basketball teams, as well as all New England pro sports.

Sarah Nowak

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

Patrick Fitzgerald

New Business Specialist

Licensed Agent

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

5 stars

everthing went smooth thank you very…

everthing went smooth thank you very much.

johnny cooper

4 days ago

5 stars

Easy process.

Easy process.

johnny cooper

14 days ago

5 stars

Outstanding Service/Products

This is the best Customer Service you can find! So many companies only deal with you via text or email but you can talk to someone all the time at Blueprint Income! The products that are offered are great and the team members are outstanding.

Carole

22 days ago

5 stars

Amrit Patel

speedy application process

Amritlal Patel

a month ago

5 stars

Great customer service

The company customer service is very patient, quick response with questions and issues, very professional.

Lingqiao

a month ago

5 stars

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

a month ago

5 stars

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

2 months ago

4 stars

Easy to fill out the form.

Easy to fill out the form.

Dieu Tran

2 months ago

5 stars

excellent knowledgeable

excellent knowledgeable

Amritlal Patel

2 months ago

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