Blueprint Income

4.4 / 5

Blueprint Income

blueprintincome.com
22 Reviews
4.4 Great
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4.4 / 5

Trust Score

4.9

Reviews

2

Social

5

Featured

5

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22

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Last update: Wed, Oct 13, 2021 7:04 PM

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Blueprintincome.com Reviews & Complaints (22)

The two representatives I dealt with were Nimish Shukia and Kristin Foresti. Both were very helpful, very patient, but never pushy. They gave me the right amount of information and answered all of my questions promptly.

Buying this annuity was a very big step for me. Ninish and Kristin paved the path for me every step of the way. I am expecting my first monthly annuity check in a couple of weeks. My paperwork tells me that it will be for the exact amount that was guaranteed to me.
5

3 years ago

review by Margaret K.

Nimish gave me good, honest advice about how to select a long term annuity (not what I happened to be purchasing, but I will need one in the future.) Kristen was accessible/interactive and the process went smoothly.
5

3 years ago

review by Y. E.

I bought a small policy from Abaris about a year ago. Nimish provided the kind of service that I would have expected if I had been making a much larger purchase. It was very meticulous, personalized and objective. He showed me all the products that were available on a side-by-side basis and walked me through the pros and cons.
5

3 years ago

review by Matt N.

This was my first time buying a multi-year guaranteed annuity and the people at BluePrint Income (Matt and Nimish) were extremely patient in explaining the process and accommodating my preferred purchase configuration. They answered all of my questions and followed up with the insurance company to provide clarification, as necessary. Documents were sent overnight via FedEx with return prepaid envelopes provided. Overall, this was a very positive experience. I would definitely do business with Blueprint Income again!
5

3 years ago

review by Jeff N.

First they have an excellent web site which was one of the most helpful and informative in looking for actual, 'real' QLAC rates and info. When I finally called to purchase one, they were responsive at every stage, keeping me up to date on the progress of my application/purchase.
5

3 years ago

review by H. R.

I worked with Kristin who was exceptional. She responded immediately and dealt with any issues or concerns that came up expertly. The annuity prices were as good or better than any of the quotes from other companies I received and I checked around pretty thoroughly. . Very professional and courteous service and great follow up.
5

3 years ago

review by B. C.

I have purchased three annuity contracts from Blueprint. The information on their website is clear, concise, and transparent. Kristin and the entire team at Blueprint have been professional and responsive. I would not hesitate to use Blueprint again in the future.
5

3 years ago

review by Gene N.

Excellent service by Mr. Nimish Shukla, company co-founder and Head of Retirement Income. Even though we were unable to complete the transaction (due to structuring issues by the carrier/provider), Nimish was prompt, responsive, engaging and did his best to get a solution worked out. The fact that a company co-founder would take the time to work with us was amazing. I would recommend BluePrint Income to others based upon this experience, especially for those looking to establish straight forward personal pensions and/or longevity annuities for children. Their on-line tools were easy to use and very instructive. Company demonstrates fiduciary professionalism and sincere commitment to service it provides.
5

3 years ago

review by John F.

Yes, conversations with Nimish helped me think though how to use Annuities and then a chance to talk to Laura about my allocation, based on an article she wrote, was very helpful.
5

3 years ago

review by Tom E.

More information on annuity payout rates for a given investment (say $100,000) would be helpful as would the impact of adding 'bells and whistles' such as inflation protection, guaranteed payout, etc. Also projections on payout rates would be helpful along with 'rules of thumb', such as if interest rates move up 1% it would likely have the following impact on annuity payouts. Otherwise you have an excellent website and are providing a very helpful service.

Keep up the good work!

Jim
4

3 years ago

review by E. K.

During the process of comparing and evaluating different annuity plans and insurers, my Blueprint representative, Kristin, was excellent in returning my calls and emails very quickly, handling all the details, and making sure I was able to lock in the rate before they went lower. And future annuity buys go to Blueprint and Kristin.
5

3 years ago

review by John S.

I worked with Matt Carey in evaluating a longevity annuity. I burdened him with every question imaginable. He was patient and impressively thorough in his responses. I ultimately bought the annuity, convinced that Matt enabled me to make an informed decision
5

3 years ago

review by David W.

I look at Abaris for information to keep me going as I am 60 And I like to see the different idea's of how to stay healthy and financially secure in my retirement years.
4

3 years ago

review by Laura G.

I found Blueprints service to be second to none. They were very helpful in helping me make a decision on what product to purchase. You can't go wrong working with them.
5

3 years ago

review by Doug S.

I get only one shot at my retirement, that means my plan needs to work in all situations and not only in 95% of the times. I was looking to build a deferred annuity through contributions over time as well as some bridge income prior to claiming our social security. Nimish from Blueprint Income was so knowledgeable and patient. It took a while to research my options, but now I am in with all my conviction. I am happy to be setting up my personal pension with an A+ credit rating carrier. I found Nimish and the team very informed and the advise I got was conflict free and transparent. The process was a breeze.
5

3 years ago

review by Satish D.

I took some time and investigated many options and several firms before buying a single premium immediate annuity with 401K money last summer. I was completely satisfied with the service I received from my broker, Nimish Shukla, and would highly recommend him. I have absolutely no regrets about my decision and choice of brokers.
5

3 years ago

review by Stephen J.

I must say I was a little skeptical at first. Guaranteed income sounds almost too
good to be true. But after talking directly with Nimish and several emails back and
forth all my questions were answered and I felt very confident that Blueprint could
help secure my retirement. The online tools they provide allow me to track my account and give me incentive to save. I can easily see how much I need put away each month (each year) in order to meet my goals.
Not relying solely on how well the stock market is doing at my retirement age is the peace of mind that Blueprint has provided for me.
5

3 years ago

review by James V.

Nimish and his team are top-notch. Great customer service, knowledgeable answers to any question, and they make the process as smooth and effortless as possible. I’d highly recommend them to anyone interested in this type of retirement planning.
5

3 years ago

review by Daniel M.

As last year was closing, we realized that we needed another Single Payer Immediate Annuity (SPIA) being purchased, for RMD purposes, before years end.
We had used Blueprint Income (Abaris) last year for a small purchase, and loved their service. So we contacted Matt Carey again, to process the paperwork for another larger purchase. Unfortunately, there was a paperwork glitch at the insurance company end . . . that may have pushed the purchase time line into January, Not what we needed. Matt went to work on them and made sure that they did get the paperwork right. He really came through.

We would highly recommend using Blueprint Income for any annuity purchases. They are easy to talk to, no sales pressure, and explaining what options we should consider.
5

3 years ago

review by John K.

We recently completed a 1035 exchange on an annuity with the assistance of Blueprint Income. The application process was quick and easy, the rates offered were very competitive, and we were kept in the loop every step of the way. We are happy with the new annuity and we will definitely come to Blueprint again for our annuity needs.
5

3 years ago

review by Judy W.

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Usually stable businesses have more than 5 authority websites mentions, this one has 17 authority websites mentions and 0 mentions in other websites

Blueprintincome.com Review

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