Annuity.com
Earn More. Own More.

Earn More Today, Retire Better Tomorrow

Annuity.com helps agents not only earn more today, but also build the foundation for a secure, prosperous retirement.

Our Story

Built by an Agent — for Agents

At Annuity.com, we know how hard agents work to ensure their clients never run out of money in retirement. Yet, too often, agents themselves retire with little more than Social Security to rely on.
No agent should dedicate their career to helping others retire comfortably, only to face retirement with uncertainty themselves. That's why we're here — to help agents not only earn more today, but also build the foundation for a secure, prosperous retirement.

Bill Broich

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.

Inspired by Bill's vision, Annuity.com is designed to empower agents to build real wealth. In an industry where IMO owners profit by selling bundles of agents to the highest bidder, we focus on giving agents ownership opportunities. With stock in Annuity.com, Inc. and the ability to grow your own agency, we provide the tools to create income streams that last long after production stops.

Our mission is simple: to ensure the agents who bring peace of mind to their clients can achieve that same peace of mind for themselves — starting now. With Annuity.com, you can worry less and live longer.

Results from Bill's Mentoring

Agents Who Joined and Grew

Texas Agent
$40+
Million/Yr
Utah Agent
$30+
Million/Yr
Colorado Agent
$12+
Million/Yr
South East US Agent
$30+
Million/Yr
Why Annuity.com

Your Market.
Your Clients.
Your Equity.

Annuity.com is leading an Agent Revolution, evolving field marketing with a focus on empowering agents.

Unlike traditional marketing partners, we don't just work with agents — we invite them to become owners. When you choose to write business with Annuity.com, Inc., you're choosing ownership, not just another vendor. Our unique model, powered by a full suite of brands and technology, helps our agent owners maximize their income and minimize their workload.

Marketing Tools

Gain A Competitive Edge

Leverage our marketing tools to connect with more clients and enhance your reputation. We help our agents access proven tools such as LeadPro and our best-in-the-country seminars to drive results.

LeadPro

We write and send newsletters to clients & automate your business.

Seminars

Fill a room for $3,500 and learn how to convert guests to clients.

Lead Partners

Connect with our lead partners and learn how to convert to clients.

Safe Money

Host Your Own Show and Become the Trusted Expert in Your Market.

Safe Money Radio Podcast

Be a Guest and Build Your Credibility Nationwide.

Personal Annuity.com Website

Lead-Optimized Websites for Smart Agents.

Hear From Our Agents

Agent-Owners in Their Own Words

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!

Roy S.
Roy S.
Annuity.com, Inc. Founding Agent and Owner

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.

Stephen D.
Stephen D.
Annuity.com, Inc. Founding Agent and Owner

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.

A. Martinez
A. Martinez
Annuity.com, Inc. Founding Agent and Owner

“If you're new to the industry, if you're new to the space, there's not a better place that you're going to get the training, the support, and quite frankly, the handholding that's going to help you get up to speed.” Watch Keith's testimonial →

Keith C.
Annuity.com, Inc. Agent
Take the Next Step

You Owe You

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.

Leadership

Management Team

Brett A. Blake

Brett A. Blake

CEO

Brett A. Blake is a seasoned executive and visionary leader renowned for transforming and scaling businesses effectively.

LinkedIn ↗
Bruce Jensen

Bruce Jensen

COO

Bruce Jensen brings a wealth of experience and a deep understanding of the annuity and financial products industry to his role as COO.

LinkedIn ↗
Mark Ballstaedt

Mark Ballstaedt

Chief Technology Officer

As Chief Technology Officer at Annuity.com, Mark Ballstaedt is known for building agile, product-first cultures and scaling teams to deliver industry-leading innovation.

LinkedIn ↗
Brian Schenk

Brian Schenk

Board Member

Brian Schenk is a former commercial banker and currently serves as COO of Spartan Composites.

LinkedIn ↗
Tom Hegna

Tom Hegna

Board Member

Tom Hegna is one of the most sought-after retirement income educators in America — a bestselling author and keynote speaker.

Bart Catmull, CPA, NACD.DC

Bart Catmull, CPA, NACD.DC

Chair, Advisory Board

Bart Catmull served as President of Sagicor Life Insurance Company and Chief Strategy & Risk Officer at Security Mutual Life Insurance Company of New York.

Live Event

Join Us Live

Every Wednesday | 8am PT / 9am MT / 10am CT / 11am ET

We invite you to take a deeper dive into what this could mean for you and the future success of your business. Enjoy meeting our executive team, learn the details of our new Agent compensation and ownership strategy, and hear from agents who understand the challenges and opportunities you manage every day.

Click the link below — it will be live on Wednesday morning.

Get Started

Ready to Get Started?

Annuity.com

Join Annuity.com for free today to access all five of our compensation options and discover additional ways we can help your business thrive.

All agents — whether not yet licensed, fully licensed, or interested in LeadPro — start here.

Questions?

We're here to help.

Phone: (888) 301-8501  ·  Email: [email protected]

© Annuity.com, Inc. 2473 S Higley Road, Suite 104 PMB 5189, Gilbert, AZ 85297

Are you aspiring to become a top producer and owner? | JoinAnnuity.com