The paperwork we provide the insurance company includes a “request for transfer” form. This form is then sent from the insurance company to the financial institution holding your money, which initiates a transfer from your account to the insurance company. This process takes 2-4 weeks.
You don’t pay us, the insurance companies do! Blueprint Income is paid 1-5% of the income annuities purchased through our online annuities marketplace.
Your annuity is 100% backed by insurance companies. As such, you are guaranteed the income generated by the contributions you’ve made independent of our existence.
Blueprint Income is currently located in the Seaport District of Boston, Massachusetts. We serve clients all over the United States.
Blueprint Income was founded by three Wharton Business School classmates: Matt Carey, Nimish Shukla, and Adam Colombo. Matt came up with the idea for Blueprint Income during his time at the U.S. Treasury, where he advised senior U.S. officials on the future of retirement. Prior to Blueprint Income, Nimish spent time advising companies on M&A, capital markets and financing transactions at Stifel Bank. While working at PayPal and BlackRock, Adam saw how he could apply his engineering skills could help solve big societal challenges.
Blueprint Income believes that everyone should have financial security during retirement and that there is a simpler and easier way to plan for retirement. That’s why we’re providing easier access to annuities, to help people achieve guaranteed retirement income.