Blueprint IncomeReviews of blueprintincome.com

Jason, Cory, and the rest of the team are fantastic. My wife and I have never worked with a faster responding team of annuity professionals in my life. It is that level of service that makes me feel comfortable with these experts. Excellent website dashboard keeps track of you applications and active annuities purchased through them. I've only worked with them a few years now, but I keep going back to them again and again. Thanks, Blueprint Team!

It is like going to the grocery store and picking out the best apples. Once you get them, Blueprint guides you along the way to get them. They are always available with backup personnel. Quick and eager to accommodate. I have been with them for over 1 year and look forward to many more years with them.

HI my name i love

This is easy and clear. Moreover people there are knowledge able and help customers to understand.

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.

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.

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.

Simple and straight forward, though there are a lot of questions on the actual application.