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.
Empower Partnership
Blueprint Income has partnered with Empower in order to expand the reach of our direct to consumer annuity marketplace. Together with Empower, 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.
Empower Partnership
Blueprint Income has partnered with Empower in order to expand the reach of our direct to consumer annuity marketplace. Together with Empower, 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.
Empower Partnership
Blueprint Income has partnered with Empower in order to expand the reach of our direct to consumer annuity marketplace. Together with Empower, 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.
Mia Wycoff
Operations Specialist
Mia has 10 years of customer service experience and three years of case management experience. She is currently pursuing a degree in Business Administration with a concentration in Human Resources.
In her free time, Mia enjoys fishing and bowling with family and friends.
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
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.
NordVPN Customer
6 days ago
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.
John
11 days ago
easy to apply and quick response
easy to apply and quick response
Tarabhen Patel
17 days ago
That the app is so good
I have not Lean anything yet but I must say this a good app
Onyinyechi Beauty
23 days ago
Yanduna 123
Yanduna 123
Yusuf Gambo
24 days ago
I have been very happy with Blueprint…
I have been very happy with Blueprint Income. Their online process to review and compare rates for fixed annuities is pretty good. The process to apply is even better.
Nikhil_Shah
25 days ago
Customer service
Customer service. Response to inquiry. High quality, educated, researched input.
customer
a month ago
Every time I called they called me…
Every time I called they called me back, on the top they are not selling you any product you pick your own how much safe or risk you want to take . If asked they will guide you through it. They have more products available than anyone else
rakinder syal
a month ago
Have purchased multiple fixed…
Have purchased multiple fixed annuities. Process has always been very smooth. Very competitive and website easy to use
DA
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.
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