Kelly Kleinsasser
Principal at Forward Strategies Insurance Brokerage, an AmeriLife company.
Kelly is the Principal of Forward Strategies Insurance Brokerage (FSIB), as well as the founder and president of Ridge Capital Advisors, LLC. Prior to joining FSIB, Kelly worked as a registered representative with IDS/American Express and Morgan Stanley/Dean Witter, where he grew his asset base to over $50 million in just four years. Kelly joined FSIB as an equity partner in 2003 and since then has directly helped place over $1 billion in annuity production.
Recent Articles
The Emotional Side of Planning: Helping Families Overcome Financial Avoidance
June 2026
Financial procrastination is one of the biggest “silent killers” to a family’s long-term security. Most people know they should update their insurance, put a will in place, or map out their retirement income, but they often wait instead. It’s not because they don’t care; it’s often because these decisions feel heavy, complicated, or emotionally uncomfortable. …
The AI Advantage in Lead Generation
September 2026
For years, the insurance industry has prioritized low upfront cost per lead (CPL) as the primary measure of marketing success. The assumption was simple: cheaper leads mean more leads, and more leads mean more sales. But this quantity-over-quality mindset obscures a far more damaging reality playing out in the books of business of licensed insurance …
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