Terrific experience

I was looking for a single premium immediate annuity, not a product I know much about. The website was incredibly helpful at giving me options from a bunch of different companies, and it’s really easy to change the parameters (inflation protection, death benefit, etc.) to compare choices. Before I completed the application, I had some questions, so I scheduled a call for 9:00 Pacific. Jason called me. He was very professional and knowledgeable and gave me candid feedback on what other clients typically do (like down to the percentage of clients doing whatever). That was extremely helpful. He was also very personable. I completed most of the application, but I received a warning that I didn’t quite understand. He noticed that I hadn’t submitted it and called me out of the blue the next day (maybe it was Monday- I forget exactly). I really appreciated that because he quickly addressed my question. He was able to submit the application on my behalf, which I also appreciated because it saved me a step. From my very limited interactions with this company, I can tell it’s extremely professional and well run. It has excellent customer service.

I have used Blueprint several times and…

I have used Blueprint several times and really appreciate the ability to speak to them in person when needed. They are very accessible and responsive, in person, which is refreshing in this day and age.