Join Now

© 2025 Annuity Inc.

The Bottle.

Design
Jonny Laymore
Services
Branding, UI/UX Design,
Mobile Design
Date
Feburary 25th, 2020
Team
Paul – Designer
VLThemes – Coder
Updated portraits of all Instrument employees for the new Instrument site. A unified look and background allows photos to mesh seamlessly online. To see it live check out: https://example.domain/denima6vsco

Breaf & idea.

Thing form thing fifth. Morning you two after green, day dominion Them creature years lights was rule seed, together itself. Lights creeping second spirit air the. You night and their.

Creepeth deep, dry whales. Given light, moving our. Third greater them replenish fourth.

Result.

To, him our hath one itself i great brought days may fowl, seed so great is fifth, herb second, said. His place creepeth male sea. Multiply bearing midst set.
140 Liked

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.

Thank you for your submission. A reminder will be sent before our next scheduled live call.

Amy Rushforth
Agent Experience Manager

As Agent Experience Manager, I lead a team optimizing the intersection of operations and client excellence. With 15+ years of experience, I have a proven track record of driving successful, cross-functional project outcomes. I ensure internal processes are purpose-built to empower our frontline agents in delivering a premium service experience. My focus on efficiency ensures that organizational goals are met with consistent precision.

My background in strategic planning is supported by a degree in Project Management. I have managed multi-million dollar capital projects and large-scale operations where extreme attention to detail was paramount. This academic and practical expertise allows me to approach the agent experience with a creative, agile vision. I prioritize disciplined organization to successfully navigate evolving corporate landscapes and changing market demands.

I leverage this history to mentor the Agent Experience team, providing the strategic direction needed for world-class support. My leadership style is “people-first,” drawing from a deep background in human resources and internal communications. By fostering clarity and compliance, I empower my team to exceed goals while maintaining a trusted, professional approach. I am committed to developing staff talents to handle the unique complexities of the financial industry.

Ultimately, I strengthen customer relations by aligning internal talent with our broader corporate goals. Having managed high-end hospitality and philanthropic outreach, I know an exceptional client experience begins with an exceptional agent experience. I am dedicated to positioning our agents as true brand ambassadors who drive loyalty and growth. By bridging project execution and relationship management, I create a sustainable environment for long-term success.

Kathy Martin
Social Media

With over 20 years of experience, Kathy Martin specializes in leadership, communication, and social media strategy. As a military parent and 1st Responder wife, she is passionate about helping families and teams build resilience, self-esteem, and meaningful connections. Kathy’s expertise lies in creating content that resonates across all communication styles, ensuring maximum engagement and impact. She has developed innovative programs like the People Plus communication assessment, The Money Dance and Project Communication, equipping individuals and organizations with tools to enhance their online presence.

Her work includes work with industry leaders such as the National Guard, Aveda, Anheuser-Busch, the National Financial Women’s Association, and the Department of Transportation. As an award-winning curriculum designer and social media strategist, Kathy continues to bridge the gap between communication theory and real-world application, helping brands craft compelling digital narratives.

Her notable achievements include:

Influential Projects: Co-founder and trainer of the groundbreaking Project Communication and The Money Dance programs.

Adjunct Professor, Hamline University.

Innovative Programs: Creator of a challenge course for at-risk youth and the People Plus communication assessment, a tool designed to identify and amplify unique communication strengths and weaknesses.

Awards & Recognition: Recipient of the “Award of Excellence” for curriculum design by MNAPHERD and recognition from the Governor of Minnesota for “Outstanding Youth Leadership” and “Creating Productive Communities in Which to Live.”

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.

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.

Bill Broich
Founder and Board Member at Annuity.com

Bill’s career is marked by notable achievements and extensive contributions to the field of annuities and financial planning. His expertise is regularly sought in various media outlets where he has been a featured commentator, bringing issues and trends in the annuity market to a broader audience.

Before becoming a cornerstone in the financial sector, Bill began his career in the wine industry, contributing significantly to the development and success of Ste. Chapelle, Idaho’s trailblazing winery. His collaboration with winegrower Dick Symms in the 1970s helped elevate the winery to a major producer known for high quality despite its large volume. Bill’s early experiences in fostering growth and advocating for quality in the wine industry paralleled the values he later brought to the annuity market.

Throughout his illustrious career, Bill has authored hundreds of articles on annuities and other financial topics, helping educate and inform agents and clients alike. His work has not only set a high standard in the industry but has also played a crucial role in shaping the understanding and marketing of annuity products.

Testimonies from agents who have worked with Bill highlight his role as a world-class businessman and mentor. Agents credit him with significantly enhancing their marketing strategies and deepening their product knowledge, often stating that Bill has provided more guidance and insight than they could find anywhere else in the industry.

Beyond his professional accomplishments, Bill’s passion lies in mentoring and onboarding new agents at Annuity.com. His approachable manner and deep knowledge make him a beloved figure among newcomers and seasoned agents. Bill’s dedication to fostering a supportive environment ensures that every agent is well-equipped to succeed and thrive in the competitive annuity landscape.

Bill Broich’s leadership at Annuity.com continues to inspire trust and confidence, driving the company’s mission to provide outstanding service and support to our agents and clients. His legacy of innovation and advocacy for agent-centric policies underscores his pivotal role in the ongoing success and integrity of Annuity.com.
Bruce Jensen
Chief Operating Officer at Annuity.com

Bruce’s career trajectory is marked by significant leadership roles, including CEO positions and board memberships, where he has consistently driven growth and operational excellence. At Pure Haven, he successfully managed a comprehensive turnaround by revamping product strategies and strengthening the sales organization, leading to sustained positive cash flow and robust team dynamics.

Prior to joining Annuity.com, Bruce served as Managing Partner at Global Ventures Partners, where he oversaw the development of a portfolio of companies, guided strategic acquisitions, and enhanced corporate governance. His hands-on approach to strategic negotiations and insights into international business have been pivotal in steering companies toward enhanced shareholder value.

Bruce’s earlier roles included VP of Finance and Business Development at England Logistics, where he led international acquisitions and managed significant financial operations. This role underscored his ability to handle complex, high-stress, high-expectation environments effectively.

Beyond his executive roles, Bruce’s initial experience at Fidelity Investments where he started selling financial products, laid a strong foundation for his deep empathy and understanding of the challenges faced by sales agents in the field. This experience has been crucial in his ability to effectively clear roadblocks for sales agents, ensuring they meet and exceed their goals with Annuity.com, Inc.

Bruce holds an MBA from Brigham Young University and a BS in English from Weber State University, blending his strong business acumen with excellent communication skills. His leadership at Annuity.com is not just about maintaining operational efficiency; it’s about inspiring and enabling every team member to achieve their best in a supportive and dynamic environment.

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.