Our story begins with Bill Broich, a pioneer in the annuity industry and the first U.S. agent to personally produce $100 million in annuity sales. After reaching this historic milestone, Bill turned his attention to helping other agents achieve success beyond their expectations. He’s mentored agents to win “Agent of the Year,” guided new producers to surpass $40 million in annual sales, and helped one agent exceed $300 million in lifetime production.
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“Early on, I recognized the value of owning an asset and not just selling as a job.
So when I was introduced to Annuity.com’s philosophy of partnering with agents - making them owners, I was ‘all in!’
We’re going to build an agent first company worth billions. I hope you’ll join us!”
“After 40 years of building a successful one-man practice and achieving the work/life balance I wanted, I assumed I would eventually sell my practice when I decided it was time to retire. The opportunities with Annuity.com completely revolutionized my thinking.
Annuity.com is not just changing my practice by increasing its value in at least 5 different ways…it is transforming an industry.
If you are new to this business, you could not have picked a better time or better opportunity than Annuity.com.
If you have been in the business for a while and think you’ve seen everything…trust me, you ain’t seen nuthin’ yet!”
"After my previous IMO was sold without notice or benefit to me, I realized how agents often miss out on the rewards of their work. Annuity.com's offer to earn equity was a clear win. It allows me a tangible stake in the company's success, and I'm excited to be part of what I believe will be a massive company."
Are you aspiring to become a top producer and owner?
You possess the capability for so much more, and perhaps you’re just needing the right platform to unleash it. At Annuity.com, transition from being an agent to a business owner. Embrace a program where your efforts directly contribute to building a valuable asset, securing your future success.
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Brett A. Blake
CEO of Annuity.com
Brett’s professional journey is marked by significant accomplishments across various consumer-focused companies. He has served as the driving force behind several organizational turnarounds, notably leading Beachbody’s Team Beachbody division from $50M to over $300M in revenues within three years and then on to $975M before he left the company. This growth was largely fueled by working closely with independent coaches and finding ways to deploy social media tools effectively.
Before joining Annuity.com, Brett offered tailored executive coaching and strategic advisory through his roles at Side Factor, LLC, and as a board advisor. His experience spans leading companies consumer packaged goods companies in the US and abroad in both operating and advising roles. As an operator, he implemented comprehensive strategies that revitalized operations and led to substantial increases in earnings.
Brett’s earlier roles include pivotal marketing and operational leadership positions at USANA Health Sciences, where he spearheaded global initiatives that reversed declining sales and significantly enhanced shareholder value. His strategic initiatives have not only yielded impressive financial results but have also built high-performing, collaborative teams that are well-aligned with corporate goals.
Furthermore, Brett is an accomplished author with publications that focus on private equity investing, turnaround leadership, and scalable sales systems. His writings reflect his deep understanding of market dynamics and his ability to convey complex strategies in an impactful way.
Through his leadership at Annuity.com, Brett is committed to leveraging his comprehensive expertise to foster an environment that empowers agents and ensures the company’s position as a leader in the annuity and life insurance sectors. His approach to business is characterized by a keen ability to listen to and work closely with independent sales agents, ensuring that their needs and insights are at the forefront of company strategy. Brett has a Master of Business Administration from the Harvard Business School, and a BA in Communications from Brigham Young University.
Mark Ballstaedt
Chief Technology Officer
Mark Ballstaedt is a seasoned technology executive with over 25 years of experience leading digital transformation across startups and large enterprises. As Chief Technology Officer at Annuity.com, he drives platform innovation in a rapidly growing fintech space, helping modernize the way consumers and advisors engage with annuities and retirement planning tools.
At Annuity.com, Mark’s leadership ensures the company stays ahead of industry change, delivering secure, intuitive digital experiences that simplify financial decision-making.
From early-stage startups to complex global enterprises, Mark Ballstaedt has consistently delivered technology leadership that drives business growth, operational excellence, and lasting innovation.
Earlier in his career, Mark played a foundational role at JetBlue Airways, joining as one of its first 20 hires and helping build the airline’s IT infrastructure from the ground up. That experience launched a career marked by entrepreneurial leadership and enterprise-level impact.
Mark is known for building agile, product-first cultures where innovation is grounded in real customer needs. He empowers teams to operate with autonomy, speed, and clarity, bridging strategy with execution.
Milan Jensen
Communications
With over three decades of experience in marketing within the direct-to-consumer sector, Milan Jensen leads Annuity.com’s marketing vision with a focus on innovation and strategic growth. Under her leadership, the company has successfully implemented agent-focused marketing strategies, strengthening brand visibility and enhancing client engagement.
Before joining Annuity.com, Milan held key leadership roles where she spearheaded the acquisition and development of a sales organization that she grew to over 80,000 sales representatives across North America and Europe. She developed transformative digital marketing and training initiatives that drove customer acquisition and retention. Her ability to blend creativity with innovative strategies has resulted in consistently measurable success.
A recognized thought leader, Milan is frequently invited to speak at industry events and contribute to leading publications on topics such as sales leadership, creating culture within a brand, and customer-centric marketing strategies. She is also passionate about community outreach, advocating for financial literacy and economic empowerment for women.
With a commitment to ongoing professional development, Milan continues to push the boundaries of marketing in financial services, keeping Annuity.com at the forefront of industry innovation.
Kent Wood
Chief Financial Officer
Kent Wood serves as Chief Financial Officer at Annuity.com, where he leads financial strategy, capital management, and operational infrastructure to support the company’s rapid expansion in the annuity and retirement services market. With over three decades of experience in executive leadership, Kent brings a sharp financial lens and operational discipline to high-growth, purpose-driven organizations.
Prior to joining Annuity.com, Kent held dual roles as CFO and COO at Amare Global, where he was instrumental in global expansion, operational integration, and guiding the acquisition of Kyäni Inc. His leadership helped position Amare as a top-tier wellness company with a growing international footprint. Earlier in his career, Kent co-founded, invested in, and advised multiple direct-selling companies with cumulative revenues exceeding $3 billion.
Recognized for his integrity, financial acumen, and ability to scale complex organizations, Kent is also a past “Forty Under 40” honoree by Utah Business Magazine. He has served on numerous corporate and nonprofit boards and is known for building strong cultures rooted in accountability and long-term vision. At Annuity.com, Kent’s leadership ensures the financial foundation is as innovative and resilient as the company’s mission to empower retirement security for all.
Kevin Jensen
Business Development
Kevin Jensen is a distinguished leader with over 30 years of experience in business development and sales strategy. Known for his dedication to fostering trusted relationships and delivering client-focused solutions, Kevin has built a career centered on empowering others to achieve lasting financial security. By partnering with top financial experts, he has successfully combined effective business systems with proven sales strategies, creating solutions that inspire confidence for both advisors and their clients.
As Vice President of Sales at Annuity.com, Kevin leads agent training and development with a hands-on approach, equipping new agents with the tools and strategies to succeed. His focus on meaningful connections and clear guidance bridges the gap between advisors and their clients, ensuring individuals can retire with confidence and peace of mind.
Steve Carrillo
Chief Field Development Officer
Steve Carrillo serves as Chief Field Development Officer at Annuity.com, where he brings over a decade of frontline experience to leading agent education, mentorship, and onboarding across the company’s national network. A licensed LUTCF and experienced agency principal, Steve has trained hundreds of financial professionals in annuity strategies, life insurance solutions, and client-first sales practices that drive long-term success.
Prior to joining Annuity.com’s executive team, Steve built and operated Steve Carrillo Insurance Agency, LLC, an independent firm in Texas focused on holistic insurance planning. As a business owner, he not only grew a thriving client base but also developed internal training systems to guide new advisors in delivering high-value, ethical service to individuals, families, and small business owners.
With a strong foundation in both operations and relationship-based advising, Steve is known for translating complex retirement concepts into practical, repeatable frameworks that agents can use to build credibility and close with confidence. He is passionate about simplifying financial education, boosting agent confidence, and delivering results through hands-on coaching and real-world training.
At Annuity.com, Steve’s leadership ensures every advisor has access to proven tools, clear messaging, and the mentorship needed to grow a sustainable and service-driven retirement income practice.
Amy RushForth
Project Management
As our Enterprise Project Manager, Amy consistently drives successful project outcomes by effectively leading cross-functional teams. With over 10 years of experience in the financial industry, she thrives in dynamic environments and enjoys collaborating with diverse teams to achieve shared goals.
