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-Partner and President

-Email Mike

- Mike began his career in the insurance business in 1991 in Omaha, NE. Mike was part of the number one producing office for Linsco/Private Ledger in the United States. Mike has personally written millions of dollars of annuity premium. He has conducted hundreds of CE seminars over the years and has helped train thousands of agents who have produced millions of dollars of premium. Mike has also played a vital role in helping a number of different insurance companies develop annuity products that have accounted for billions of dollars of premium. He has been training and educating agents since 1995. Mike also serves on a number of insurance company councils as an advisor and is able to bring to the companies a producer’s point of view.




-Partner & Senior Vice President

-Email Kelly

– Kelly has been in the insurance and financial planning field since graduating from the University of Nebraska-Lincoln in 1991 with a Finance and International Business degree.  He started his career  with IDS/American Express in Lincoln, Nebraska.  He furthered his insurance and financial planning experience as a registered representative with Morgan Stanley/Dean Witter prior to opening his own independent financial planning office in 1997.  As a Partner and Senior Vice President with Forward Strategies, Kelly has been integral in designing marketing programs which help agents reach more clients.  This includes our highly successful seminar program which has resulted in hundreds of millions of dollars in sales for agents working with Forward Strategies.



-Partner and Vice President

-Email Steve

 -Steve has been involved in almost all facets of the industry.  He has been an integral part in over 100 C.E. workshops across the nation that educated thousands of agents on Fixed-Indexed Annuity intricacies.  His involvement ranged from presenting to helping create presentations. He has also assisted in creating annuity training for producers, as well as being a key presenter.  In addition, he has assisted in the creation of EIAs that have generated billions of dollars in premium for various carriers.  Steve has been published in various trade journals and has been part of the team helping agents write over $1 billion.  He has a Bachelor’s degree in marketing and advertising from the University of Nebraska-Lincoln.

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