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.
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.
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.
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.
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
Blueprint Income is a Great Company!
It's been a pleasure to work with Jason, Patrick and the others on his team. They present unbiased and useful information and comparisons of the various plans available. They are always courteous and professional. This will be our third annuity obtained through them. Blueprint Income is a great company.
Happy
21 minutes ago
Fast and easy service
Fast and easy service. Stayed on phone while I filled out forms. Answered my questions directly to my satisfaction, including going over riders, timelines of process, etc.
richard eggers
a day ago
Streamlining the Financial Disclosure Process for Repeat Clients
It is great to be able to complete the entire process electronically, without the need for phone calls or in-person visits. However, having to complete the full financial situation disclosure questionnaire with each transaction is quite burdensome, particularly when much of the information is already on file. I understand the purpose of these questions in assessing whether a fixed annuity, particularly one with surrender penalties, is suitable for a particular client. However, for a client with a sound financial position whose suitability has already been assessed and confirmed on more than 10 occasions over the past three years, repeatedly completing the same extensive questionnaire seems excessive. It would be helpful if information already on file could be carried forward, with the client simply asked to review, confirm, and update any information that has changed.
KoKo Aung
a day ago
Simple and straight forward
Simple and straight forward, though there are a lot of questions on the actual application.
Robert Schrumpf
18 days ago
Application for Fixed Annuity
I have purchased several annuities from Blueprint and each time I have been impressed with their professionalism throughout the process. Also, when filling out this most recent MYGA application, I especially liked the feature that offers to autofill many of the question fields using information collected from my prior applications.
RK Bersch
a month ago
The application process was clear and…
The application process was clear and easy to understand
Don S
a month ago
Great experience with Blueprint
Easy application process, I had a great experience with their team on the phone as I was learning about annuities. I would recommend their services for people looking to buy an annuity for the first time.
Samuel
a month ago
Outstanding Service and Support from the Blueprint Team
We would also like to express our sincere thanks and appreciation to the entire Blueprint team. You have truly gone above and beyond throughout this process to keep us informed every step of the way. We especially appreciate how responsive the team has been to all of our questions and emails, as well as your willingness to promptly return our phone calls whenever we needed assistance. Your professionalism, patience, attention to detail, and commitment to making sure everything went smoothly made this entire process much easier and more reassuring for us. We are truly grateful for all the time, effort, and care the Blueprint team has put into supporting us. Thank you again for your outstanding service and support. We sincerely appreciate everything you have done for us!
Subbu
a month ago
The application process was a breeze
The application process was a breeze
James W Noell
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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