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

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

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.

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

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

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.