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AmeriLife® Acquires Forward Strategies Insurance Brokerage

Nov 05, 2020

By aallen

Partnership strengthens growing need for agent support. 

AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has acquired Forward Strategies Insurance Brokers, LLC (“Forward Strategies”), a national leader in marketing annuities, life insurance, long-term care and hybrid products based in Tucson, Ariz.

“Forward Strategies has built an operation that focuses on product innovation, technology, and investing in top agent talent. We are excited to welcome the team to the AmeriLife family,” said Scott R. Perry, AmeriLife Chairman and CEO. “The business model at Forward Strategies considers the needs of agents in today’s rapidly changing insurance industry. This partnership will support AmeriLife’s goal to provide agents with the resources they need to deliver essential health and retirement planning services to Americans preparing for or living in retirement.”

Led by Kelly Kleinsasser and Steven Finley, who started their careers as agents in the field, Forward Strategies understands the challenges and opportunities agents face each day. Founded in 2002 in Tucson, Ariz., Forward Strategies brings nearly 20 years of experience in helping independent agents reach their financial goals by providing cutting-edge life and annuity products, case design, lead program creation and referral systems.

“There is no better time than now for this partnership,” said Kleinsasser. “Our primary goal at Forward Strategies has always been to make the lives of agents and advisors easier, and AmeriLife is the perfect partner to help us continue and expand this mission.”

With this partnership, Kleinsasser will serve as President of Forward Strategies and Finley will lead the company’s life insurance department.

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