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Unlock Client Engagement: 6 Proven Outbound Marketing Strategies

Unlock Client Engagement: 6 Proven Outbound Marketing Strategies

by Conner Kleinsasser | May 10, 2024 | Conner Kleinsasser, Marketing Best Practices, Sales & Marketing

Effective marketing is crucial for agents and brokers to stand out and attract new clients in today’s competitive insurance industry. While inbound marketing strategies like content creation and social media engagement are important, outbound marketing tactics...
Retirement Redefined: How to Help Clients in Semi-Retirement

Retirement Redefined: How to Help Clients in Semi-Retirement

by Conner Kleinsasser | Apr 16, 2024 | Accumulation & Retirement Income, Conner Kleinsasser, Wealth

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

The Series 65 Solution: 5 Ways A Series 65 License Can Grow Your Annuity Business

by Conner Kleinsasser | Dec 21, 2022 | Asset Management/Advisory, Conner Kleinsasser, Protection/Income, Wealth

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

The Art of Future-Proofing: Converting Your Clients Retirement Account to a Roth to Protect It from Taxes

by Conner Kleinsasser | Nov 8, 2022 | Accumulation & Retirement Income, Conner Kleinsasser, Wealth

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

Spotted: Creating a Death Benefit for Your Client While Satisfying RMDs with Global Atlantic Choice Accumulation II

by Conner Kleinsasser | Nov 8, 2022 | Conner Kleinsasser, Sales & Marketing, Sales Tips

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...
Old-School Social Networking: 5 Reasons Business Cards Still Matter

Old-School Social Networking: 5 Reasons Business Cards Still Matter

by Conner Kleinsasser | Sep 14, 2022 | Conner Kleinsasser, Marketing Best Practices, Sales & Marketing

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...
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