Blueprint Income: Fixed Index Annuities (FIAs)
Project Timeline: 2023
Team: 1 Design Director, 1 Product Manager, 1 Engineer
My Contributions: Research, competitive analysis, user-testing, content design, UX/UI design
Business Goals:
Prepare for the scenario that rates will eventually decrease on our main sales product, fixed annuities (MYGAs).
Expand the Blueprint Income product offering to include an additional product that has a higher commission per sale.
Be the first and only company to offer an online direct-to-consumer purchasing option for this product.
Product Design Problem to Solve:
How do we take a product that is complex and traditionally sold through a financial advisor and make that accessible for online purchase by the average investor?
