Partner with Blueprint Income: The Fiduciary-Friendly Annuity Solution
At Blueprint Income, we understand the unique needs of fee-only financial advisors. Our platform empowers you to offer your clients top-tier annuity products and comprehensive annuity education, without the pressure of sales commissions or conflicts of interest.
Partner with Blueprint Income: The Fiduciary-Friendly Annuity Solution
At Blueprint Income, we understand the unique needs of fee-only financial advisors. Our platform empowers you to offer your clients top-tier annuity products and comprehensive annuity education, without the pressure of sales commissions or conflicts of interest.
Partner with Blueprint Income: The Fiduciary-Friendly Annuity Solution
At Blueprint Income, we understand the unique needs of fee-only financial advisors. Our platform empowers you to offer your clients top-tier annuity products and comprehensive annuity education, without the pressure of sales commissions or conflicts of interest.
Fixed Annuities
Fixed annuities offer a safe, guaranteed and tax-deferred way to grow retirement savings.
- Guaranteed return
- Like a CD, get a guaranteed return for a set number of years
Fixed Index Annuities
FIAs are a type of annuity contract whose interest is linked, in part, to the performance of a market index, such as the S&P 500®, but the investor's principal is protected from losses in the index.
- Growth potential with protection from loss during volatile markets
Income Annuities
Income annuities convert retirement savings into guaranteed lifetime income starting immediately or in the future.
- Guaranteed income
- Monthly income that never runs out
- Available as immediate annuities, longevity annuities, and QLACs
Powered by a marketplace of insurers competing for your client's business
How we support your practice
No Advisor Commissions
As a fee-only advisor, you can confidently recommend our products without commission-based pressures, ensuring alignment with your fiduciary responsibilities.
Dedicated Expert Support
Our operations team streamlines application logistics and supports you with quotes and client education, letting you focus on advising—no hidden agendas.
User-Friendly Platform
Navigate our intuitive interface to find, compare, and share annuity options with your clients in just a few clicks.
Why advisors choose Blueprint Income
Hands-Off Advisor Experience: Our operations team handles all logistics, from managing paperwork to communicating with insurance companies and stakeholders, streamlining the process and allowing you to focus on advising.
Tailored Annuity Solutions: As a fiduciary, you prioritize your clients' best interests, and so do we. Our platform seamlessly matches clients with the right annuities, even if your firm doesn’t offer them directly. Advisors trust Blueprint Income for transparent, unbiased options without the sales pitch.
Real-Time Market Insights: One of Blueprint Income's most valued features is the ability to access real-time quotes and market data instantly. This transparency, combined with ease of use, enables you to effectively educate your clients and illustrate financial trade-offs with confidence.
Simple, Client-Friendly Process: Our team is available to provide guidance and ensure your clients fully understand their options. Clients can then complete and submit their Blueprint Income applications.
See what our verified customers have to say
Very easy application process
Very easy application process. Blueprint kept me informed throughout every step.
Brian Santell
5 hours ago
Spoke with Jason he shared the link…
Spoke with Jason he shared the link which I completed the application with no issues. Looking forward to working with Blueprint.
Raymond Jackson
8 days ago
Excellent on-line annuity market place
As far as I can tell, this is the only site that lets you compare annuity rates across multiple insurers in one place, without limiting you to just a few top carriers (as Fidelity does). I was specifically interested in MYGAs (multi-year guaranteed annuities). Given how simple MYGAs are, it’s surprising that most insurance companies still require you to go through an agent—Blueprint makes the process much more transparent and efficient. The online application was straightforward, and customer support was excellent. Overall, it’s a very convenient way to shop for MYGAs without the usual hassle.
LEV BERLIN
14 days ago
Highly Recommend This Company!
I just purchased my first annuity plan (7-year fixed MYGA) with the assistance of Blueprint Income. I didn’t know anything about MYGA a month ago and wanted to talk to an insurance agent to make sure I understood the system correctly. After failing attempts to connect with local insurance agencies, I turned to online businesses. I was a bit apprehensive due to many scams in the insurance industry. I’m so happy that I found Blueprint Income. I had a phone meeting with Cory. He answered all my questions and introduced me to very attractive MYGA plans, of which I decided to purchase. I interacted with other BI staff while applying to the MYGA plan. Every one of them was very nice and always responded to my emails promptly. When my bank paused the wire transfer of my payment to the MYGA issuer (because of a reason unrelated to BI or the recipient), Cory offered technical assistance and emotional support, which I needed most (I was nervous about wiring $100,000, which I had never done before). Many thanks to Blueprint Income! I will definitely use this company again when my current MYGA plan matures. I highly recommend BI for anyone considering an annuity purchase.
Sari Fujimaru
16 days ago
jason long was very help full and he…
jason long was very help full and he explained every thing to me and helped mr filling the application, great person to work with and never rushed me at all. appreciate that. Mundher (Mark) sitto
mundher sitto
17 days ago
Nice company with pleasant employees
The person I was asking for information Cory, he was very nice and explain everything to me
Pastora
a month ago
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
2 months ago
GUI is easy to navigate
GUI is easy to navigate, explanations are clear
Margaret E
2 months ago
Patric was such a smooth
Patric was such a smooth, patient, and knowledgeable person, with a lot of compassion.
annonymous
2 months ago
Join the Advisors Who Trust Blueprint Income
Enhance your financial planning services with a partner that shares your commitment to transparency and client-first advising. Contact us today to learn how Blueprint Income can support your advisory practice and help your clients achieve a secure retirement.