About Us

In 2003, we moved our families to Tucson, Arizona from our life-long homes in Nebraska to start Forward Strategies.


Today, Forward Strategies is a national leader in marketing annuities, life insurance, long-term care, and hybrid products including case design, lead program creation, and referral systems.  Since inception in 2003, Forward Strategies has helped countless agents reach their financial goals as well as played an integral part in the development of cutting edge life and annuity products.


Through our annual, low qualification incentive trips, Forward Strategies has hosted our top producers in destinations around the world; these trips continue to be a great way for agents to network together and enjoy their success with their peers.  


Mike Janky




Mike began his career in the insurance business in 1991 in Omaha, NE. He was part of the number one producing office for Linsco/Private Ledger in the United States. He has personally written millions of dollars of annuity premium over the years and has conducted hundreds of CE seminars that have helped train thousands of agents. Those agents have produced millions of dollars of premium. Mike has also played a vital role in helping different insurance companies develop annuity products over the last 3 decades that have accounted for billions of dollars of premium. He has been training and educating agents for over 25 years. Mike has served on numerous insurance company councils as an advisor and is able to bring to the companies a producer’s point of view.

Kelly Kleinsasser

Senior Vice President,

Managing Partner


Kelly has been dedicated to the insurance and investment 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 and then furthered his career with Morgan Stanley/Dean Witter prior to opening his own firm in 1997.  As a managing partner with Forward Strategies, Kelly has chosen to place his focus on growing advisors' businesses by carefully crafting, developing, and launching numerous marketing strategies, and concepts that include 13 years of seminar systems and our Safety/Income/Tax (SIT) report as well as creating his own RIA platform.  Kelly feels that sharing knowledge and tools is the best way to form long lasting trusting relationships with advisors. He is 100% committed to this end.

Steve Finley

Vice President


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.


Help You Succeed


Reward You For Your Success


Agents have found that Forward Strategies is set apart from other national groups because we are a company built by producers, for producers. We have been in the field as agents and understand the challenges and opportunities that agents face each and every day.

10371 N Oracle Road #102, Tucson, Az 85737

 contact@fsib2000.com  |   1-800-488-1923

© 2018 by FSIB

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