How does the Annuity Comparison Report work?

After purchase, you complete a short intake form (age, capital, desired income, risk tolerance, existing pension, liquidity needs). The report delivers: (1) Full comparison of all 4 annuity types with your specific profile in mind, (2) Current rate table across 3 carriers per type, (3) Optimal allocation recommendation (what percentage of retirement capital to annuitize), (4) Inflation risk analysis for your specific income horizon, and (5) a Blueprint Income SPIA quote CTA for next steps.

What information do I need to provide?

The intake form asks for: your current age (50-80), retirement capital available for the annuity ($25K-$2M+), desired monthly income target, risk tolerance (conservative/moderate/growth), whether you have an existing pension (yes/no), and whether you need liquidity within 7 years (yes/no). All 6 fields are used to personalize the comparison and generate the optimal allocation recommendation.

Is the $29 a one-time fee or subscription?

The $29 is a one-time fee for a single report generation. There is no subscription, no recurring charge, and no upsell. Your report is generated once based on your inputs and delivered immediately. Blueprint Income CTA links are included for carrier-specific quotes — those are free to pursue independently.

How is this different from the free Annuity Calculator?

The free Annuity Calculator gives you a side-by-side payout comparison across 5 annuity types based on your age, state, and investment amount. The $29 Annuity Comparison Report goes significantly further: it includes a personalized recommendation on what percentage of your total retirement capital to annuitize, current rate tables across 3 carriers per type (not just illustrative estimates), an inflation risk analysis tied to your specific income horizon, and specific tax efficiency guidance based on your funding source (qualified vs non-qualified).

Is my information saved or sold?

No. Your intake data is used only to generate your personalized report. We do not sell, share, or store your financial information beyond the session needed to deliver your report. The Blueprint Income links are optional next steps — those platforms have their own privacy policies.

Paid Report — $29

Annuity Comparison Report — Find the Right Annuity Type for Your Retirement

Full type comparison, current rate table across 3 carriers, optimal allocation recommendation, and inflation risk analysis — personalized to your inputs.

$29

One-time payment — instant delivery — no subscription

💭 How It Works

The Annuity Comparison Report is generated after you complete a 6-field intake form (age, retirement capital, desired income, risk tolerance, existing pension, liquidity needs). Your specific inputs are used to filter and weight the comparison — so a conservative 68-year-old with a pension gets a meaningfully different recommendation than a moderate 55-year-old with no pension and high liquidity needs. The report is delivered as a structured PDF-style output with your personalized analysis plus a Blueprint Income CTA to get real carrier quotes for the recommended type. Return to the Annuity Stack →

What’s Included in Your Report

📊

Full Type Comparison

Personalized breakdown of Fixed, FIA, SPIA, and Variable annuities with specific recommendation for your profile and risk tolerance.

📜

3-Carrier Rate Table

Current payout rates from 3 real carriers per annuity type — not illustrative estimates. Updated with market conditions.

⚖

Optimal Allocation Recommendation

Specific guidance on what percentage of your retirement capital to annuitize — and what to keep in liquid investments.

📈

Inflation Risk Analysis

30-year purchasing power projection for your target income — with and without a 2.5% annual inflation rider on the recommended type.

💳

Tax Efficiency Guidance

Qualified vs non-qualified funding analysis — which account types benefit most from annuity purchase in your tax situation.

🎮

Blueprint Income SPIA Quote CTA

Direct link to get real carrier-specific SPIA quotes for the exact type and coverage level your report recommends.

Sample Report Preview

Here's what your personalized report looks like — inputs on the left, output on the right.

YOUR RECOMMENDATION

Based on your profile — age 67, $350K available, target $1,600/month, conservative with existing pension — a SPIA with a 2.5% cost-of-living rider is your optimal choice. Annuitizing $250K generates approximately $1,625/month for life with income increasing 2.5% annually. The remaining $100K stays liquid in a high-yield savings account as your 12-month emergency reserve.

This preview uses illustrative inputs. Your actual report is generated from your specific information.

Get Your Personalized Annuity Comparison Report

Answer 6 questions — receive your report instantly after checkout.

Your Age

Retirement Capital for Annuity

Desired Monthly Income

Risk Tolerance

Existing Pension? Pension holders may need less annuitization.

Need Liquidity Within 7 Years? Liquidity needs affect recommended surrender periods.

Want to compare real carrier quotes first?

Blueprint Income aggregates live quotes from 15+ top-rated carriers — no commitment, no salesperson上门. Use the free quotes to validate your report recommendation.

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