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
Really appreciate the quick response…
Really appreciate the quick response time with the exact information that I need to make an educated decision. Customer service is always the best and a special shout out to Cory and Jason for their help. We are now on our second application with Blueprint! Joe and Terri
Happy
5 days ago
They always answer all my questions and…
They always answer all my questions and give me clear and easy to follow instructions
Nadia Keeler
17 days ago
Application processing on the website was easy
Website application process was easy. Appreciated the way previous information was pulled in. Changes were easy to make and to update. Overall, a very good experience.
Returning Customer
18 days ago
So far everything is good
So far everything is good. No serious problems with them. There website is helpful & gives you the info you need to buy on your own without calling an agent. Am happy overall with there performance.
Chuck Piper
a month ago
Safe, Secure and Efficient!
Great online source for FIA and MYGA. In recent months, secured several annuity contracts of both types. User friendly site, responsive, and very efficient.
Joseph D'Cruz
a month ago
The expense portion was confusing
The expense portion was confusing. There should be more explanation. For example, are hobbies and outdoor recreation included in entertainment. What is there a question of yearly expense and monthly expense for entertainment?
Tracy Maynard
2 months ago
Informative and accommodating.
Informative and accommodating.
Laurie
2 months ago
Great quality in services with…
Great quality in services with incredible responsiveness. Customer focus achieved by multiple service staves indicates great service management in the business operations. The website exhibits abundant information and will with adequate level of transparency. I really hope that you guys can maintain the service quality for long term.
Ente Lin
2 months ago
Always there to help
They explain things until you understand it. If you run into complications, they are there to support you and help getting the issues resolved. I have great confidence with Blueprint that the end result will be favorable because they take a sincere interest and make sure things get done correctly.
RONALD SARNO
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.