Products
Product questions, without the guesswork.
Advisors don’t need more product noise.
They need clear answers, side-by-side insight, and confidence before moving forward.
Blueprint Core Solutions helps advisors navigate annuity and insurance product questions by doing the research, comparison, and clarification, so you can focus on your client.
What This Covers
We support advisors when product questions arise, including:
• Product comparisons across carriers
• Index, cap, buffer, and participation rate questions
• Rider features and trade-offs
• Strategy alignment with client goals
• Second opinions on product fit
• Clarifying complex or unfamiliar products
Our role is to help you see the full picture, not push a product.
How It Works
1. Submit a Product Question
Share your client scenario or specific product question through our intake form or give us a call.
2. We Review & Compare
We analyze options, features, and trade-offs relevant to your case.
3. Clear Insight Delivered
You receive a concise, advisor-ready summary to help you decide next steps.
No endless emails.
No digging through spec sheets.
No uncertainty.
When to Use This Service
This is ideal when you:
• Want confirmation before recommending a product
• Are short on time but need clarity
• Are working with a complex or high-stakes case
• Are expanding into unfamiliar products
• Want a second set of experienced eyes
What This Is
We DO:
• Support product evaluation
• Provide structured comparisons
• Help you think through options
We DON’T:
• Replace your client relationship
• Make recommendations to clients
• Act as the selling advisor
You remain in control.
We support the backend thinking.
Ready to Start?
Start with a Product Question
Not sure if this is the right starting point?
You can also explore Case Design for more in-depth strategy support.