![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/ffff1468-9b9c-48d3-8804-c5a041a68e40_rw_3840.png?h=4a2dc1b871a0f89b3595ea25cac4babd)
Purpose
The annuity industry is known for deceptive marketing, unmet claims, and fine print. Blueprint Income wanted to create a tool to shop and compare annuity products in a straight-forward, transparent way, allowing users to filter or sort by their preferences, easily compare basic features, and easy gain access to the full details of any product; all from the convenience of their own computer or mobile device. No scheduling, no sales pitches, no pressure.
Process
Concept pitch from client: Fixed annuity marketplace - similar to CD marketplaces already out there
Pattern research and paper sketches
Wireframing
Visual designs: iteration on filter controls, web and mobile
Create a similar interface for an Income annuity marketplace
Build and launch
Authentication flow iteration
Design system styling
Audience
Affluent men, women or couples, approaching or in retirement
Techniques & Skills
UX pattern research
Wireframing
UI design
User flows
Metrics-based iteration
Design systems
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/fde5d9cd-4c2c-480b-bb2f-e49899baed1c_rw_1200.png?h=2a4962a6db1973f8f1838be4ea627457)
Wireframes
Initial wireframes to illustrate placement and basic functionality of the elements and content.
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/bae63c64-2363-4b8d-be5c-f7e9a6f45ce9_rw_1200.png?h=94585f0e37c80e1d4703279a5be3a164)
Visual designs:
First Iteration
First Iteration
Decided on left-aligned filters for ease of implementation. Adjustments to CTAs, table columns, filter details.
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/38b1f1d0-2df5-4054-997c-0c17da246b1a_rw_1200.png?h=a767b4bb4211c0e74d161ae9a8cf65da)
Visual designs:
“Final” Iteration
“Final” Iteration
Adjusted filter UI components to best match intended functionality. Tweaks to table columns. Additional content below the table for SEO purposes.
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/e5d70db7-48d1-483f-96e9-36779fecc3e8_rw_1200.png?h=b6b6ea01c6dc0c121596a70c1174f0cf)
Variation for
Income annuities
Income annuities
Add locked quote functionality, adjust column content, edit CTAs, simplify top banner.
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/0542ed72-5395-4ed7-a630-ab3d5e7a12c1_rw_1200.png?h=c6f6ce9d6d5809dceb99e3ff9e524744)
Authentication flow iteration
Finding the right balance of showing the user value and encouraging them to enter their demographic information, and create an account.
![](https://cdn.myportfolio.com/b5c59e7f82359a604ed0f9ddb0714f65/8a86e5c9-e73b-4f64-be02-7219301f09e4_rw_1200.png?h=19b4339b1637343c8a171a8a90909661)
Design System Styling
Standardizing quote tables and filters across content types and breakpoints.