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.
Our core beliefs
We offer 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.
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
$1B+
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.
Jason Long
Annuity Product Expert
Writing 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.
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
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
Annuity Product Consultant
Licensed Agent
Patrick has 5+ years in insurance and financial services experience.
His favorite sports teams are the Red Sox, Patriots, Celtics, and Bruins.
Cory Spillman
Annuity Product Consultant
Licensed Agent
Cory attended the University of Minnesota Duluth where he received a degree in Finance and Financial Planning. He has 3 years of experience in financial services, specifically 1 year of experience with Blueprint Income. He currently holds his securities licenses as a FINRA registered representative.
In his free time, Cory likes to play basketball, golf, and soccer or watch his favorite sports teams the Minnesota Timberwolves and Minnesota Vikings.
Caitlin Howes
Operations Specialist
Caitlin earned her Master’s degree in Data Science from Eastern University and has over 20 years of customer service experience.
Caitlin is married, a proud mother of two, and an active member of her community, serving as a girls high school cross country coach. A former Division II collegiate runner and swimmer, she continues to compete in ultramarathons.
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
Opportunity for Improvement
After having multiple contracts through this platform, re-filling the fields of total assets broken down by category every time can be daunting, particularly because we do not track our assets in the manner the application form requires us to complete. Otherwise, we're happy with the entire process that can be completed online and via email exchanges without needing phone calls during normal business hours.
KoKo Aung
4 days ago
GUI is easy to navigate
GUI is easy to navigate, explanations are clear
Margaret E
22 days ago
Patric was such a smooth
Patric was such a smooth, patient, and knowledgeable person, with a lot of compassion.
annonymous
23 days ago
My name is Sean Rosen
My name is Sean Rosen. Every time I call and speak to Jason or Corey, they are always great to speak to. Always nice yet professional. I never feel pressured or rushed. They are fast as well. I will always use Blue Print for all my future annuities. Dealing with those two representatives makes me want to continue to do business with Blue print. 5 stars! Thanks
Sean Rosen
24 days ago
Highly recommended for selection and service
I’m currently on my seventh transaction with Blueprint Income, and they continue to impress. Their selection is great, and the process is entirely pressure-free. Even with more complex moves like 1035 exchanges, their team has been responsive and knowledgeable every step of the way. A fantastic resource for anyone looking into MYGAs.
MK
a month ago
We purchased annuity contract with…
We purchased annuity contract with Blueprint Income about 5 years ago and everything worked well so we decided to go ahead with another annuity contract and the sign up this time was so easy. Everything is very transparent and understandable.
L.T.
2 months ago
Easy application process
Easy application process
Tarabhen Patel
2 months ago
Application Process
All the people I talked with were knowledgeable, courtious and responded quickly to my questions making the application process easy and fast.
Susan Rozmarin
2 months ago
I would highly recommend Blueprint for your Annuity needs.
I would highly recommend Blueprint Income. Their website is easy to understand and excellent to compare rates from different companies. It only took 7 days from when I first looked at their website until my policy was approved and was earning interest. Jason was very helpful in answering the few questions I did have. Better experience than my local Broker.
John
3 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.
Subscribe to rate updates
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.