Blueprint IncomeReviews of blueprintincome.com

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.

Jason was very helpful, answering all my questions. There is a lot of information about the myga products. I think the web site could be improved to make the experience easier.

The expense portion was confusing. There should be more explanation. For example, are hobbies and outdoor recreation included in entertainment. What is there a question of yearly expense and monthly expense for entertainment?

The veriaty and number of fixed annuity selections make Blueprint the best website for annuity shopping.

Easy to fill out the form.

Blueprint got back to me in timely fashion throughout the lengthy process.

Thanks to Patrick I was able to complete the application online. I was stuck on the beneficiary section because it asked questions that didn’t provide for choosing a charity to benefit. Your website lists Americo as offering 6 & 7 year fixed rate annuities to an 87 year old male when they only offer a 5 year term.