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
We have 4 annuities through…
We have 4 annuities through Blueprintincome.com. Simple, responsive, informative team. This is a great organization that is easy to do business with. I'll not go anywhere else for my annuity needs.
Gary M
a day ago
Easily understood website
Easily understood website, comparison feature works very well to select different options and providers.
Joe
9 days ago
11th annuity with you
11th annuity with you, always easy, never a problem.
Mark W.
10 days ago
No sales pressure
No sales pressure. Spoke to other online brokers and you could sense. They were on a heavy commission. Not saying I’m not paying a commission, but when I spoke with Jason on the phone, he answered my questions and didn’t try to steer me. I appreciate this.
John Richards
a month ago
Knowledgeable and great customer service
Knowledgeable and great customer service
EARL weinstein
2 months ago
Jason & company do a great job in…
Jason & company do a great job in helping out if need information or have a problem. Emery Piper
Chuck Piper
2 months ago
Could find whatever needed o Internet
Could find whatever needed o Internet. Easy finding companies that was on lists. Can find A++. A+ , A etc. Whatever term you want etc. Its that easy.
Chuck Piper
3 months ago
Great products and support
Jason Long and Melanie Jeffries have been great in helping my wife and I navigate the fixed annuity world. The Blueprint website is well-designed and intuitive for navigating. The product offering, rates and transparency have no parallel in the fixed annuity space. Thank you Jason and Melanie for helping my wife and I secure our financial future.
James and Lynn
4 months ago
Pleasurable experience
Jason was great to do business with. Great service and understanding of the process. I am a repeated customer with no regrets thank you for your great team.
rjpabs
4 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.