About Author

Kelly Kleinsasser

Kelly Kleinsasser

Kelly Kleinsasser 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 $50M in just four years. Kelly joined FSIB as an equity partner in 2003 and since then has directly helped place over $1B in annuity production.

Kelly holds a Finance and International Business degree from the University of Nebraska, and spent a semester abroad studying Japanese language, culture and business.

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Learn more about Kelly Kleinsasser

Lead generation is a critical piece of growing your insurance or investment business. But there are many potential lead sources out there, and not all are created equal. In our many conversations with insurance and investment professionals, TV leads are typically looked at as out of reach — the Holy Grail of leads. Most independent advisors believe TV leads are something only large insurance carriers or investment companies can engage in. The process looks much too expensive and difficult to navigate for smaller, independent entities.  

Kelly Kleinsasser