Compare Fixed Annuity Rates
Multi-year guaranteed annuities (MYGAs) offer a guaranteed return for your retirement savings.
Compare Fixed Annuity Rates
Multi-year guaranteed annuities (MYGAs) offer a guaranteed return for your retirement savings.
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What to expect when you apply
Online Application
It should take 15-30 minutes to complete. You can save your progress and come back to it at anytime.
Personal Information
Your address, phone number, SSN, and place of birth
Financial Profile
Provide estimates of your income, expenses, assets, and debt.
Driver's License
Confirm your identity by uploading a picture of your driver's license.
Beneficiaries
List the individual or individuals who will receive the accumulated value of your annuity should you pass away.
Suitability
Questions required by the insurance company to make sure the annuity is a good fit for you.
Funding Source
Such as a check, wire transfer, ACH deposit, IRA, or annuity exchange, etc.
Application Review
Within 1-2 business days, our team will review your Blueprint Income application and reach out to you to confirm any necessary details before finalizing the insurer application. As part of this process, we will send you the final insurer application to review and sign before submitting it to the insurance company.
Insurer Processing
Most insurers will have a processing period of a few weeks to accept the application, process funding, and formally issue the policy.
Policy Receipt
Once the processing is complete, the insurer will provide us with your formal policy documentation, which we'll pass along to you and make available in your online account. You'll always have 10 days from the time you receive the policy to reject it for any reason. This is called the "Free Look Provision", and it's required by law.
Manage Your Annuities
Keep track of your annuity via our online portal. We'll be there to help with important milestones, like a fixed annuity approaching maturity.
Need help?
Schedule a call with a Blueprint Income annuity expert.
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