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 clients in these situations, converting part or all of their retirement account to a Roth IRA may be the best option to protect themselves from a higher tax burden in the future.
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.
Connect with Conner on LinkedIn.
Learn more about Conner Kleinsasser
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.
Connect with Conner on LinkedIn.
Learn more about Conner Kleinsasser
Latest posts by Conner Kleinsasser (see all)
- The Series 65 Solution: 5 Ways A Series 65 License Can Grow Your Annuity Business - December 21, 2022
- The Art of Future-Proofing: Converting Your Clients Retirement Account to a Roth to Protect It from Taxes - November 8, 2022
- Spotted: Creating a Death Benefit for Your Client While Satisfying RMDs with Global Atlantic Choice Accumulation II - November 8, 2022
