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.

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Part of the MassMutual family

MassMutual

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

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Financial security in retirement should be an attainable goal for everyone

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You should have the power to choose from the best - after all it's your money

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Saving and planning for retirement shouldn't be confusing

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Planning for something this important means you should be supported every step of the way

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The more we listen to you and learn from you, the better we can serve you

2016

Founded

$700M+

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

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

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

Jason Long

Sales Lead

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.

Nelson Rodriguez

Nelson Rodriguez

Operations Director

Licensed Agent

Nelson has 20+ years of experience in insurance and financial services. He recently joined the Blueprint Income team as Director of Operations.

His favorite sports teams are the Yankees, Knicks, Rangers, and Giants. He is also a father of two boys.

Melanie Jefferies

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.

Sarah Nowak

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

Patrick Fitzgerald

Operations Specialist

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.

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.

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