Blueprint Income’s Role in the 1035 Process
Blueprint Income has assisted numerous clients in collecting information to assess whether to conduct a 1035 exchange into a new policy that better met their stated objectives. The process is more cumbersome and time-consuming since you have to comply with two different insurers’ business processes. The incentive for your existing annuity provider to make the process easy is especially low, which presents its own unique challenges. The Blueprint Income team can help navigate different insurers in order to ensure you provide the required information to both insurers so the transaction goes smoothly.
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Annuity Online Buying Tips
It’s now possible to make your annuity purchase online. Instead of in-person meetings and paper applications, we’ve built the technology to provide you real-time income annuity quotes and fixed annuity rates online and we generate your application for the insurer digitally. Despite our tech-enabled approach, we’re still fiduciaries, licensed to provide these products to you, and available via chat, email, or phone to provide personalized assistance.
Buying an annuity is easier when you’re equipped with the right information. In addition to being available to help walk you through the process, Blueprint Income has compiled a list of things to keep in mind:
Where to Buy a Fixed Annuity
Fixed annuities are sold via insurance agents, brokers, and financial advisors. It’s also possible to shop online for a fixed annuity via our website. Our Fixed Annuity Marketplace allows you to easily compare fixed annuities side-by-side and filter them for the specifications that meet your needs.
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Where to Buy an Income Annuity
Income annuities are sold via insurance agents, brokers, and financial advisors. It’s also possible to shop for an income annuity online via our website. We limit our product offerings to only those sold by top-rated insurers (A.M. Best rating of at least A), and our Income Annuity Quote Tool allows you to run custom immediate annuity, longevity annuity, and QLAC quotes online in seconds.
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Help yourself to any other information in our resource center: