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.
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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.