Forward Strategies Insurance Brokerage

Forward Strategies Insurance Brokerage Forward Strategies is a national insurance marketing organization built from the ground up by producers, for producers.

The 4% rule is still widely used in retirement planning conversations, but it was built on assumptions that have shifted...
07/07/2026

The 4% rule is still widely used in retirement planning conversations, but it was built on assumptions that have shifted considerably over the past three decades. Longer retirements, lower yields, and unpredictable spending patterns all create challenges that a single fixed rule cannot fully address.

Our principal Kelly Kleinsasser digs into this in his new article in Aspire Magazine, outlining what a more modern retirement income strategy looks like, from dynamic withdrawals and income guardrails to guaranteed income solutions and tax-efficient sequencing.

Read the article: https://digital.aspiremagazine.us/aspiremag/library/page/july___august_2026/35/

Hashtags:

There are many special aspects to our annual Top Producer Summit but the absolute highlight is the opportunity to recogn...
06/24/2026

There are many special aspects to our annual Top Producer Summit but the absolute highlight is the opportunity to recognize the outstanding agents who have distinguished themselves through exceptional performance, professionalism, and commitment to their clients.

At Forward Strategies, success is measured by more than production. It is reflected in the trust our agents earn, the relationships they build, and the impact they have on the families they serve every day.

One of our most meaningful traditions is the presentation of the FSIB Trophy of Champions. Inspired by the Stanley Cup, this perpetual trophy remains on display in our office, with a new plaque added each year recognizing the latest champion. It serves as a lasting reminder of the individuals who have set the standard for excellence within our organization.

This year's award recipients represent some of the very best in Forward Strategies. Their accomplishments are the result of years of dedication, hard work, and an unwavering commitment to serving their clients with integrity and professionalism.

Congratulations to all of our award winners and especially to this year's Trophy of Champions recipient.

Your success, leadership, and commitment continue to inspire everyone in our organization.

hashtag hashtag hashtag hashtag hashtag hashtag hashtag

Contact us at (800) 488-1923 or visit our website FSIB2000.com to learn more!
10/01/2024

Contact us at (800) 488-1923 or visit our website FSIB2000.com to learn more!

Huge congratulations to Conner Kleinsasser for receiving the prestigious "Best-In-Class" award! Your hard work, dedicati...
09/10/2024

Huge congratulations to Conner Kleinsasser for receiving the prestigious "Best-In-Class" award! Your hard work, dedication, and excellence have truly paid off.

Rome, Italy ~ 2024

Our team had a great time at our Seminar Accelerator event in Houston last week! A huge thank you to Jack Burrows, Kent ...
08/30/2024

Our team had a great time at our Seminar Accelerator event in Houston last week! A huge thank you to Jack Burrows, Kent Jacquay, Blake Conant, Bennett Bogard, Lindsey Pherigo, Jessica Alba, Rick Nettuno, and John Encinas for making it an event to remember!

We look forward to more opportunities to collaborate and to continue driving our industry forward!

08/20/2024

Save the Date: Tuesday, August 27th at 9:00 AM PST, 12 PM EST

Register Here:
https://us06web.zoom.us/webinar/register/WN_ucRSgv7RTRyQTGtaZ-Aqag #/registration

Join us for an engaging and informative session led by Jake Quagliaroli, where you'll discover the powerful benefits of the NBA Plus product, including:

💸 Up to 18% Premium Bonus

💧 25% Cumulative Liquidity

🎂 Issue Ages 0-85

💰 Commission Bonus

In addition, Kent Jacquay will introduce his innovative Index Resource Center program.

We look forward to seeing you there!

Congratulations to Paul Song on receiving the prestigious 'Best-In-Class' award!Rome, Italy ~ 2024
08/15/2024

Congratulations to Paul Song on receiving the prestigious 'Best-In-Class' award!

Rome, Italy ~ 2024

Address

10371 N Oracle Road Ste 102
Oro Valley, AZ
85737

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Telephone

(800) 488-1923

Website

Alerts

Be the first to know and let us send you an email when Forward Strategies Insurance Brokerage posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Forward Strategies Insurance Brokerage:

Shortcuts

Share

Category