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.
Part of the MassMutual family
Blueprint Income is a subsidiary of MassMutual. Our firm joined the organization in February 2021 because our companies share a purpose: to help people secure their future and protect the ones they love. We do this by offering 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.
Our core beliefs
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.
Neil Altieri
Head of Operations
Writing Agent
Neil has 12+ years of insurance experience. 10 years at MassMutual in life insurance service and leadership, and 2 years as Head of Operations at Blueprint Income.
Neil is a father of two active young boys and loves coaching youth sports.
Jason Long
Director of New Business
Licensed 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.
Melanie Jefferies
Processing Lead
Licensed Agent
Melanie has 10 years of customer service experience with 6 years of annuity experience.
In the past, Melanie used to work for a local magazine where she was able to interview a couple of celebrities.
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
New Business Specialist
Licensed Agent
Patrick has 3 years of insurance experience, specifically 2 years at Blueprint Income.
His favorite sports teams are the Red Sox, Patriots, Celtics, and Bruins.
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
High Marks for Blueprint Investment…
I have been working with Blueprint for 3 years and recommend then without reservation. This was a new type of investment for me and the staff were informative, helpful, and professional. In addition to having profitable investments, they have an easy to use and access e-statements. I would like to recognize Leslie Lynch who has gone above and beyond in her customer focus-no matter my question/need, she provides a prompt response----great company with great people Mary
Customer
22 days ago
Blueprint Team Service
Quick responses from Blueprint staff. Easy to fill out application with smart feedback and status of application. Only issue I had was who was payee of check deposit - Insurer or Blueprint ? I made query and it was resolved within minutes. Great, expeditious experience.
Sandy
a month ago
Clarity in application procedures and time requirements
The services provided by my case manager, Caitlin Howes, are fantastic. Her working attitude and responsiveness are the best in my past experience with other agents. She is indeed a people person to me. She makes me feel that Blueprint Income is a great company.
Ente Lin
a month ago
2nd Application with Blueprint
Glad it auto-filled my new application. Confused a bit since my 1st experience was for a joint annuity. The newest application was for an IRA - didn't know whether to answer questions as an individual or jointly (on income & wealth matters) for me & my wife. Tried chat but no one responded to inquiry quickly enough. Did my best - hopefully will get callback if issues exist. Application showing steps completed and/or open made filling out easier. Did call and spoke to rep while entering data.
Sandy
4 months ago
everthing went smooth thank you very…
everthing went smooth thank you very much.
johnny cooper
5 months ago
Easy process.
Easy process.
johnny cooper
5 months ago
Outstanding Service/Products
This is the best Customer Service you can find! So many companies only deal with you via text or email but you can talk to someone all the time at Blueprint Income! The products that are offered are great and the team members are outstanding.
Carole
5 months ago
Amrit Patel
speedy application process
Amritlal Patel
5 months ago
Great customer service
The company customer service is very patient, quick response with questions and issues, very professional.
Lingqiao
5 months 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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