PHOENIX, AZ — April 27, 2026 — Annuity.com, Inc., a financial technology company dedicated to modernizing the annuity marketplace, today announced the appointment of Todd Clarke to its Advisory Board. Clarke, a recognized architect of wealth-management scale, was a co-founder and principal of the NorthStar Financial Services Group, the parent organization that birthed Orion Advisor Solutions — a platform that now services over $5.8 trillion in assets under administration.
Clarke joins an advisory group that includes renowned annuity educator Tom Hegna and former insurance executive Bart Catmull, signaling Annuity.com's commitment to merging institutional insurance experience with enterprise-grade technology.
The Vision: A Lifetime Commitment to Every Client
Annuity.com is building a proprietary technology framework designed to support clients from the day they purchase an annuity through the full duration of their contract — and their beneficiaries beyond. The company is investing in Annuity Intelligence (AI), a technology suite currently in development that helps agents monitor contract efficiency, track Market Value Adjustments (MVA), and maintain multi-generational client relationships. The goal is an industry model where the relationship doesn't end at the sale.
A New Planning Philosophy: Reverse Risk
Central to the company's mission is the "Reverse Risk" planning philosophy. This perspective suggests that by securing a guaranteed income floor through insurance contracts earlier in life, individuals may gain the mathematical latitude to manage other financial risks more confidently.
Building for "Relationship Revolutionaries"
Annuity.com is specifically designed for agents who prioritize long-term client outcomes over transactional volume. Through its innovative recruiting and equity-sharing model, the company aims to build a national network of partners dedicated to providing Annuity Intelligence to the 4.1 million Americans reaching retirement age annually.
About Todd Clarke
Todd Clarke is a prominent figure in the fintech and investment management sectors. As a principal of NorthStar Financial Services Group and CEO of CLS Investments, he played a pivotal role in the inception and growth of the firms that evolved into Orion Advisor Solutions. He is a recognized expert in scaling advisor-facing technology and investment management platforms.
About Annuity.com, Inc.
Annuity.com, Inc. is a fintech company dedicated to modernizing the annuity marketplace. By leveraging high-value digital real estate and developing proprietary Annuity Intelligence tools, the company aims to become the most trusted brand for guaranteed retirement income.
"Todd Clarke's career has been defined by empowering independent professionals with the tools they need to scale complex financial businesses. We believe the annuity industry is ready for a fundamental shift — one where the client relationship extends through the life of the contract and beyond, to their beneficiaries. Todd's experience building multi-trillion-dollar infrastructure is exactly what we need as we develop the technology to support that long-term commitment."
— Brett A. Blake, CEO, Annuity.com, Inc.
"I am impressed by the vision Annuity.com has for the future of retirement security. The idea that an agent's responsibility to a client doesn't end at the point of sale — that it extends through every stage of that contract and across generations — is a natural and overdue evolution for this industry. I look forward to helping the team build the technology and distribution systems to make that a reality."
— Todd Clarke
Media Contact
Amy Rushforth
media@annuity.com
(702) 900-7233