Retirement Redefined: How to Help Clients in Semi-Retirement
The traditional concept of retirement is evolving rapidly, with full retirement becoming increasingly unattainable for many Americans. As a result, more retirees are embracing semi-retirement — a new form of retirement where individuals continue to work and earn...
The Series 65 Solution: 5 Ways A Series 65 License Can Grow Your Annuity Business
About Author advdemo1 view all articles by this contributor You’ve already collected a book of fixed, fixed indexed, and life insurance business over the years. You have great relationships with hundreds or even thousands of clients, but you’d like to grow your...
The Art of Future-Proofing: Converting Your Clients Retirement Account to a Roth to Protect It from Taxes
About Author advdemo1 view all articles by this contributor Many of your clients have extra room in their current tax bracket before they are stepped up to the next level, or others may anticipate having more income in retirement than they are currently earning. For...
Spotted: Creating a Death Benefit for Your Client While Satisfying RMDs with Global Atlantic Choice Accumulation II
About Author advdemo1 view all articles by this contributor As an agent or advisor, your clients look to you to guide them through the often confusing world of finance and retirement planning. They may have a plan in mind, but they’ll need you to point out the...About Author
Conner Kleinsasser
Conner Kleinsasser is a sales manager at Forward Strategies Insurance Brokerage (FSIB), where he seeks to provide value to agents through customized marketing and seminar campaigns, in-depth product knowledge and advisor radio opportunities. Conner focuses on marketing, design and webinar programs, as well as helping producers like you continue to be the best at what you do. His top agents are utilizing exclusive seminars, appointment setting and radio programs to produce more business year over year. Conner graduated from Grand Canyon University with a degree in Finance and Economics.
In his free time, Conner is an avid competitive gamer, ranked in the top .1% out of 115 million League of Legends players worldwide. Conner also enjoys watching the Minnesota Vikings and Nebraska Cornhuskers play football each weekend, cooking and working on his car.
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