Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
COPERA Partnership
Blueprint Income has partnered with COPERA in order to expand the reach of our direct to consumer annuity marketplace. Together with COPERA, we look forward to helping more individuals achieve long-term financial retirement security through the stability and growth potential offered by annuity products.
Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
COPERA Partnership
Blueprint Income has partnered with COPERA in order to expand the reach of our direct to consumer annuity marketplace. Together with COPERA, we look forward to helping more individuals achieve long-term financial retirement security through the stability and growth potential offered by annuity products.
Our mission is to help you grow & protect your money to reach a financially secure retirement.
Annuities may seem complicated. But they don't have to be. Blueprint Income offers a curated selection of the top insurance companies, giving you the power to compare annuities in one place. In addition to our online experience, we have a team of annuity experts here to answer questions, process paperwork, and help you feel confident in your decision-making.
COPERA Partnership
Blueprint Income has partnered with COPERA in order to expand the reach of our direct to consumer annuity marketplace. Together with COPERA, we look forward to helping more individuals achieve long-term financial retirement security through the stability and growth potential offered by annuity products.
Our core beliefs
We offer innovative retirement income solutions through a simplified, digital, and customer-centric user experience. As an autonomous company, Blueprint seeks to offer the best annuity products on the market to help our clients achieve financial security.
Financial security in retirement should be an attainable goal for everyone
You should have the power to choose from the best - after all it's your money
Saving and planning for retirement shouldn't be confusing
Planning for something this important means you should be supported every step of the way
The more we listen to you and learn from you, the better we can serve you
2016
Founded
$1B+
in Premiums
6,000+
Policies
2,700+
Clients Served
Meet our team of annuity experts
Our team is here to provide assistance with your inquiries, manage paperwork, and support you in your decision-making. Any Blueprint Income employee with whom you interact with in regards to the specific products we offer is a licensed fixed annuity producer; however, some administrative and technical support may be provided by non-licensed employees.
Ricardo Diaz
Head of Blueprint Income
Writing Agent
Ricardo received his MBA from Harvard Business School and is a licensed life and health insurance agent. He started his career in consulting with McKinsey & Company, before finding his passion for financial services and technology.
Ricardo is married with two young children and loves mountain biking.
Jason Long
Annuity Product Expert
Writing Agent
Jason has 8+ years of experience in the financial services industry, specializing in annuity contracts. He is a former FINRA registered representative.
In his free time, Jason loves to golf. In fact, he was a 4-year collegiate golfer.
Leslie Lynch
Operations Specialist
Licensed Agent
Leslie has over 20 years of financial services experience and is an expert in annuities and customer service.
Her favorite sports team is the UConn Women's basketball team. She is passionate about all women's professional basketball teams, as well as all New England pro sports.
Sarah Nowak
Operations Specialist
Licensed Agent
Sarah has over 10+ years of customer service and finance experience.
Sarah is a mother of two boys and three Australian Shepherds.
Patrick Fitzgerald
Annuity Product Consultant
Licensed Agent
Patrick has 5+ years in insurance and financial services experience.
His favorite sports teams are the Red Sox, Patriots, Celtics, and Bruins.
Cory Spillman
Annuity Product Consultant
Licensed Agent
Cory attended the University of Minnesota Duluth where he received a degree in Finance and Financial Planning. He has 3 years of experience in financial services, specifically 1 year of experience with Blueprint Income. He currently holds his securities licenses as a FINRA registered representative.
In his free time, Cory likes to play basketball, golf, and soccer or watch his favorite sports teams the Minnesota Timberwolves and Minnesota Vikings.
Caitlin Howes
Operations Specialist
Caitlin earned her Master’s degree in Data Science from Eastern University and has over 20 years of customer service experience.
Caitlin is married, a proud mother of two, and an active member of her community, serving as a girls high school cross country coach. A former Division II collegiate runner and swimmer, she continues to compete in ultramarathons.
The annuity buying process with Blueprint Income
Our licenses
Annuities described on this website are issued by insurance companies and offered by Blueprint Income, a licensed insurance producer. You can find our licenses here.
How we make money
Blueprint Income earns commissions from the sale of annuity products. Commission rates are typically set by the insurance companies and are already factored into the interest rate quoted, so you're not paying any extra to work with us.
See what our verified customers have to say
Best Annuity Provider out there for…
Best Annuity Provider out there for people who like to do it themselves. Great service - and fast response to any issues - Low Cost Commissions. I have used them for 7 annuities - all without a hitch. Highly recommended for the small to medium investor and retiree looking to have a stable cash flow.
Neal LUSTIG
2 days ago
Jason, Cory and Team - Fastest Service Ever
Jason, Cory, and the rest of the team are fantastic. My wife and I have never worked with a faster responding team of annuity professionals in my life. It is that level of service that makes me feel comfortable with these experts. Excellent website dashboard keeps track of you applications and active annuities purchased through them. I've only worked with them a few years now, but I keep going back to them again and again. Thanks, Blueprint Team!
Annonymous CM
5 days ago
It is like going to the grocery store…
It is like going to the grocery store and picking out the best apples. Once you get them, Blueprint guides you along the way to get them. They are always available with backup personnel. Quick and eager to accommodate. I have been with them for over 1 year and look forward to many more years with them.
RONALD SARNO
5 days ago
HI my name i love
HI my name i love
Kenny junior
6 days ago
easy and clear
This is easy and clear. Moreover people there are knowledge able and help customers to understand.
MOHAMMAD MOTTALEB
7 days ago
Blueprint Income is a Great Company!
It's been a pleasure to work with Jason, Patrick and the others on his team. They present unbiased and useful information and comparisons of the various plans available. They are always courteous and professional. This will be our third annuity obtained through them. Blueprint Income is a great company.
Happy
12 days ago
Fast and easy service
Fast and easy service. Stayed on phone while I filled out forms. Answered my questions directly to my satisfaction, including going over riders, timelines of process, etc.
richard eggers
13 days ago
Streamlining the Financial Disclosure Process for Repeat Clients
It is great to be able to complete the entire process electronically, without the need for phone calls or in-person visits. However, having to complete the full financial situation disclosure questionnaire with each transaction is quite burdensome, particularly when much of the information is already on file. I understand the purpose of these questions in assessing whether a fixed annuity, particularly one with surrender penalties, is suitable for a particular client. However, for a client with a sound financial position whose suitability has already been assessed and confirmed on more than 10 occasions over the past three years, repeatedly completing the same extensive questionnaire seems excessive. It would be helpful if information already on file could be carried forward, with the client simply asked to review, confirm, and update any information that has changed.
KoKo Aung
13 days ago
Simple and straight forward
Simple and straight forward, though there are a lot of questions on the actual application.
Robert Schrumpf
a month ago
Interested in providing feedback?
Our belief is that the more we listen and learn from you, the better we can serve you. Your feedback will help us improve our offerings and provide better service to you and other customers.
Subscribe to rate updates
Fixed annuity rates are updated by insurers on a regular basis. Sign up to get twice monthly rate updates and other useful information about fixed annuities.