AmeriLife Group announced today it has acquired Forward Strategies Insurance Brokers LLC, a firm specializing in marketing annuities, life insurance, long-term care and hybrid products.
Forward Strategies, a Tucson, Arizona-based company, said the partnership will support AmeriLife’s goal to provide agents with the resources they need to deliver essential health and retirement planning services to Americans preparing for or living in retirement.
Founded in 2002 by Kelly Kleinsasser and Steven Finley, who started their careers as agents in the field, Forward Strategies has close to 20 years of experience in helping independent agents reach their financial goals by providing life and annuity products, case design, lead program creation and referral systems.
“There is no better time than now for this partnership,” said Kleinsasser in a press release. “Our primary goal at Forward Strategies has always been to make the lives of agents and advisors easier, and AmeriLife is the perfect partner to help us continue and expand this mission.”
With this partnership, Kleinsasser will serve as president of Forward Strategies and Finley will lead the company’s life insurance department.
Just last month, AmeriLife announced its acquisition of Secure Administrative Solutions (SAS) from A-CAP. SAS provides administrative support for proprietary Medicare Supplement, fixed annuity and life programs.