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
Great experience with Blueprint
Easy application process, I had a great experience with their team on the phone as I was learning about annuities. I would recommend their services for people looking to buy an annuity for the first time.
Samuel
3 days ago
Outstanding Service and Support from the Blueprint Team
We would also like to express our sincere thanks and appreciation to the entire Blueprint team. You have truly gone above and beyond throughout this process to keep us informed every step of the way. We especially appreciate how responsive the team has been to all of our questions and emails, as well as your willingness to promptly return our phone calls whenever we needed assistance. Your professionalism, patience, attention to detail, and commitment to making sure everything went smoothly made this entire process much easier and more reassuring for us. We are truly grateful for all the time, effort, and care the Blueprint team has put into supporting us. Thank you again for your outstanding service and support. We sincerely appreciate everything you have done for us!
Subbu
3 days ago
The application process was a breeze
The application process was a breeze
James W Noell
4 days ago
It was easier and more convenient to…
It was easier and more convenient to open an annuity with Blueprint Income than trying to talk my way through the application process on the phone. I would definitely recommend researching and purchasing annuities through Blueprint Income and their representative, Jason Long.
Charles Mulligan
4 days ago
Great experience overall
Great experience overall from an excellent website to responsive sales team, and easy application process. I was able to review various rates and liked the fact that simple interest options were clearly highlighted and total earnings were listed. It was easy to reach the sales team. The online application process was easy. I especially liked the handholding as I am funding through an IRA transfer/
Customer
6 days ago
Helpful and Informative…
We found Jason very helpful and informative. He helped us make a decision to invest. We appreciated his candid answers and availability if we have further questions.
Cynthia
7 days ago
Excellent service
Excellent service
Amritlal Patel
16 days ago
Blueprint always respond my request…
Blueprint always respond my request quickly and professionally
Juan Li Fei
19 days ago
It was easy fillng out the application.
It was easy fillng out the application.
RONALD SARNO
21 days 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.