About The Annuity Edge

 


 

About The Annuity Edge

Bobby Samuelson

President & CEO

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception.

Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife.

Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. He is the third generation of his family to work in life insurance.

He is also the Executive Editor of The Life Product Review and The Annuity Edge. Bobby is a regular keynote speaker at corporate and industry events.

About The Annuity Edge

Jon Blomquist, FSA, CERA, MAAA

Senior Director of Product / Primary Annuities

Jon is an Actuary that joined Life Innovators as Senior Director of Product in 2024. Prior to Life Innovators, Jon worked for several years as a Senior Consulting Actuary at Securian Financial, focusing primarily on the design, pricing, implementation, and inforce management of annuity products.

During his time at Securian, Jon worked extensively with internal sales teams and external distribution partners to provide education on existing products and shape the strategy of future product initiatives. His experience collaborating with marketing, systems, legal, new business, and service teams has contributed to a deep and well-rounded understanding of the annuity product life cycle.

Jon is a Fellow in the Society of Actuaries, a Chartered Enterprise Risk Analyst, and a member of the American Academy of Actuaries.

About The Annuity Edge

Drew Schmalz, FSA, CERA, MAAA

Senior Director of Product / Primary Annuities

Drew joined Life Innovators in 2024. His prior industry experience includes leading the annuity product development teams at Securian Financial and The Standard. Since beginning his actuarial career in 2014, Drew has built deep expertise in product development, pricing, and product management for fixed, indexed, and variable annuities.

Prior to becoming an actuary, Drew spent time teaching middle school math and working in the music business.

Drew is a Fellow in the Society of Actuaries, a Chartered Enterprise Risk Analyst, and a member of the American Academy of Actuaries.

About The Annuity Edge

Caleb Shumpert

Senior Product Analyst

Caleb joined Life Innovators as a Sr. Product Analyst in 2024, having previously worked as a data consultant for Ovation Healthcare. Prior to working at Ovation, he has a degree in Industrial Engineering with a specialization in data analytics.

His passion is turning data sets into actionable insights and automated visualizations. He has enjoyed bringing his experience in healthcare, manufacturing, and information technology over to the financial product industry.

His goal is to revolutionize the financial sector one spreadsheet at a time!

About The Annuity Edge

Dan Austin

Director of Competitive Intelligence

Dan Austin joined Life Innovators in July 2025, bringing a quarter-century of deep expertise in financial services competitive intelligence. His specialized focus spans the complex landscape of life insurance, annuities, and long-term care products, where he has built a reputation as a strategic analyst who transforms market insights into actionable business intelligence.

Dan began his career at Conseco (now CNO Financial Group), where he supported strategic decision-making through competitive insights into variable life, long-term care, disability income, and supplemental health offerings. This foundation provided him with comprehensive understanding of how competitive dynamics shape product development and market positioning.

Following a customer service role at American Funds/Capital Group, Dan found his professional home at OneAmerica Financial Partners, where he spent 16 years leading competitive intelligence across all individual lines of business. In this role, he developed sophisticated market analysis frameworks and became a trusted advisor to senior leadership on competitive positioning and market opportunities.

A graduate of Ball State University, Dan holds a bachelor’s degree in History and Political Science.