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

Asset Management/Advisory, Conner Kleinsasser, Protection/Income, Wealth

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Conner Kleinsasser

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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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 business to the next level. What if you could transform your insurance-only business into a full service financial advisory business, able to discuss all aspects of investments and financial planning with each client? What if you were able to manage 100% of their assets, not just those that are designated for “safe money”? There is a way – the Series 65 license!

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