(800) 488-1923
About Us
In 2003, the founding partners moved to Tucson, Arizona from our life-long homes in Nebraska to start Forward Strategies.
Today, Forward Strategies is a national leader in marketing annuities, life insurance, long-term care, and hybrid products including case design, lead program creation, and referral systems. Since inception in 2003, Forward Strategies has helped countless agents reach their financial goals as well as played an integral part in the development of cutting edge life and annuity products.
Through our annual, low qualification incentive trips, Forward Strategies has hosted our top producers in destinations around the world; these trips continue to be a great way for agents to network together and enjoy their success with their peers.
Kelly Kleinsasser
President
CLU, ChFC
Kelly has been a dedicated professional in the insurance and investment industry since earning his degree in Finance and International Business from the University of Nebraska-Lincoln in 1991. He began his career at IDS/American Express, subsequently advancing to Morgan Stanley/Dean Witter, before establishing his own firm in 1997.
As a managing partner at Forward Strategies, Kelly focuses on enhancing the growth of advisors' businesses. He achieves this by meticulously crafting, developing, and implementing a variety of marketing strategies and concepts. These include 13 years of seminar systems and the innovative Safety/Income/Tax (SIT) report. Additionally, he has developed his own Registered Investment Advisor (RIA) platform. Kelly believes that sharing knowledge and resources is crucial for building long-lasting, trustworthy relationships with advisors, and he is fully committed to this mission.
Paul's career journey is a testament to his adaptability and expertise across diverse industries. He embarked on his professional path in 1984 as a dynamic full-time insurance salesman at Bankers’ Life and Casualty while simultaneously pursuing a degree in Economics at Indiana University. Upon earning his Bachelor's degree in 1987, Paul returned to Chicago, where he excelled as a US Treasury Analyst and Trader for three premier Treasury Primary Dealers at the Chicago Board of Trade (CBOT).
In 2000, Paul made a bold career shift, relocating with his wife to Tucson, Arizona, and diving into the restaurant industry. He successfully managed Sakura for over a decade, where he not only honed his management skills but also cultivated a robust B2B network.
At Forward Strategies, Paul leverages his extensive experience to spearhead group and individual marketing initiatives across various markets. He is dedicated to discovering innovative strategies for agents to maximize existing relationships and market opportunities. Paul is particularly adept at crafting and presenting customized tax-deferred laddering strategy scenarios for annuity clients, addressing the unique needs that a "one size fits all" approach cannot satisfy.
Outside of his professional endeavors, Paul finds joy in cooking for friends and family, showcasing his passion for culinary arts and hospitality.
Senior Account Manager
Paul Song
Conner Kleinsasser
Senior Account Manager
IAR
Conner graduated from Grand Canyon University with a degree in Finance and Economics. He focuses on marketing, design, and webinar programs, as well as helping producers like you continue to be the best at what you do. He is a Senior Account Manager, servicing agents and helping them increase production through their own customized marketing efforts.
2023 was a big year for Conner as he got married and as a result inherited a very loving and playful cat, Blueberrie. In his free time he is an avid competitive gamer, ranked in the top .1% out of 115 million League of Legends players worldwide. Conner also enjoys watching Minnesota Vikings and Nebraska Huskers football games with his family.
Sophie relocated to Tucson in 2018, embarking on a career as an HOA Community Manager. After a year, she transitioned to a role as a 911 dispatcher for the local sheriff’s department, where she honed her interpersonal skills and developed a deep sense of compassion for individuals facing challenging situations.
Following her time in emergency services, Sophie took on the position of Office Manager at a local IT firm. There, she successfully managed a team of over 20 employees and oversaw all accounts receivable. Seeking new opportunities for growth, she discovered Forward Strategies, where she now excels as an Administrative Specialist. In this role, Sophie provides essential support and stability to her colleagues while assisting agents with their new business, status and contracting needs. Sophie is also in charge of the day to day record keeping.
Outside of her professional life, Sophie enjoys exploring Arizona's beautiful trails with her dog, Winston. A dedicated yoga enthusiast, she aspires to open her own studio one day. Additionally, she cherishes spending time with family and relaxing by the pool, balancing her active lifestyle with moments of tranquility.
Sophie Weaver
Office Manager
Joe Felix
Account Manager
Joseph Felix, a distinguished professional with nine years of unwavering dedication in the automotive industry, has successfully navigated through diverse roles, culminating in his role as a finance manager. His experience in financial strategy and management has been a cornerstone of operational efficiency and overall success in the organizations he served.
Now seeking a new challenge, Joe is poised to bring his extensive skills and adaptability to the dynamic landscape of the insurance industry. With a proven track record of success, a commitment to excellence, and a forward-thinking approach, Joe Felix is well-equipped to make a meaningful impact, offering a unique blend of experience, innovation, and leadership to confidently navigate the complexities of the insurance landscape.
Breckin, a proud Antelope, graduated from Grand Canyon University in 2024 with a Bachelor's degree in Finance and Economics. He launched his career at Forward Strategies, where he initially concentrated on marketing and web design. Eager to deepen his expertise and enhance the support he provides to agents, Breckin is now working towards his Series 65 License.
Outside of work, Breckin is an avid sports enthusiast. You can often find him at LA Fitness, hitting the court for a game of pickup basketball. He also channels his passion for the game into coaching middle school basketball, where he enjoys mentoring young athletes and fostering their love for the sport.
Breckin’s sports loyalties include cheering for the Minnesota Vikings, Nebraska Cornhuskers, Golden State Warriors, and, of course, his beloved GCU Lopes.
Breckin Kleinsasser
Junior Account Manager
OUR COMMITMENT
Help You Succeed
&
Reward You For Your Success
Agents have found that Forward Strategies is set apart from other national groups because we are a company built by producers, for producers. We have been in the field as agents and understand the challenges and opportunities that agents face each and every day.