Anna Osborne- Western & Southern Life

The main reason to purchase Whole Life Insurance is the death benefit protection it offers for your loved ones. In addition to this, some say it can be one of the most important yet overlooked financial tools on the market.

Click the link below to learn why whole life insurance could be the Swiss army knife for your financial planning strategy.

Whole Life Insurance: A Multipurpose Financial Planning Tool Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.

When opening an investment account, you should understand the different types of accounts and their tax treatment, as well as research firms and fees to find one that aligns with your financial goals.

Read the article at the link below to see what else you should know when opening an account.

What to Know About Opening an Investment Account Opening an investment account can be a crucial step in growing your wealth. Discover what you need to know about the process and options available to you.

Are you looking to grow your career? Exciting opportunities are available at Western & Southern! We have openings across our family of companies for individuals of all experience levels in various fields. Discover how you can grow with Western & Southern and make a meaningful impact every day.

Careers at Western & Southern Explore our home office careers in Cincinnati as well as sales, management and administrative career opportunities in our field offices across the country.

Western & Southern Life congratulates Kyle Gleich, #1 Registered Representative and #1 Financial Representative!

Did you know September is Life Insurance Awareness Month? It’s a time for us to reflect on how we help our customers protect what matters most. We’re dedicated to helping our customers achieve their financial goals and protect their loved ones. It’s about more than policies. It’s about being there when it counts. Proud to be part of a team that strives to do good every day!

Life Insurance, Retirement, Investments | Western & Southern We have served families just like yours for decades with our diverse range of life insurance, annuities, and investments. Put our financial strength behind you.

According to LIMRA, the top two reasons millennials purchase life insurance is to replace income and to transfer wealth to family.

Look no further than The Western and Southern Life Insurance Company for a life insurance product that can fit your needs.

https://bit.ly/47gJ6o6

Life Insurance Policies - Get A Free Quote Discover the peace of mind a Life Insurance Policy can bring. Secure your loved ones' future today. Click to learn more.

A 529 plan with Western and Southern Life can be a good program to save money for education expenses.

However, there are some important rules about a 529 plan that you should know.

Click the link below to learn more.

529 Plan Rules for College Savings Plans Understanding the 529 Plan rules is key for maximizing its benefits for college savings. Here are 5 key rules you should know when considering a 529 Plan.

No one likes fees. Understanding the fees and expenses associated with a 401(k) may help you make the most of your retirement savings.

https://bit.ly/3ZsusIH

Understanding 401(k) Fees: A Comprehensive Guide Learn about the types of 401(k) fees, their impact on savings, and how employers must disclose this information. Plan for your retirement wisely!

Did you know that September is Life Insurance Awareness Month? We recognize this month every year because we understand the importance of protecting your loved ones for generations.

Life Insurance, Retirement, Investments | Western & Southern We have served families just like yours for decades with our diverse range of life insurance, annuities, and investments. Put our financial strength behind you.

Riverfront Park was named 2024 Dayton Daily News Best of Dayton Best Playground! 🙌 Our Miamisburg Parks and Recreation department is so amazing!

See all the other winners here. ⬇️⬇️⬇️

https://www.daytondailynews.com/local/best-of-dayton-2024-winners/ISETWPK5FNFX5PEGDKXI2QRYN4/

National Purple Heart Day is observed on August 7 each year and is a time for us to pause to remember and honor the brave men and women who were either wounded on the battlefield or paid the ultimate sacrifice with their lives.

A debt management plans aims at helping you reduce your debt over a period of time.

Figuring out how to manage debt is an important priority that can help you get your finances on the right track.

Click the link below to learn how you can create and follow your own debt management plan.

Creating & Following a Debt Management Plan Creating and following a debt management plan is a crucial step toward financial stability. Learn about the key considerations and strategies for success today.

Discover the possibilities of a career with Western & Southern Life. Contact me today to learn more about current opportunities.

Western & Southern Financial Group provides a list of five ways to help get your retirement plan off the ground.

Learn more: https://bit.ly/3S0EdZW

Need help? Contact a financial professional at Western & Southern Life today: https://bit.ly/4czSvcj

5 Ways to Help Get Your Retirement Plan Off the Ground Start planning for retirement? Check out 5 effective strategies to get your plan off the ground and secure a financially stable future.

Understanding alternative uses for a 529 plan can help you avoid penalties and taxes on any unused or surplus funds.

Click the link below to explore what you can do with unused 529 funds.

https://bit.ly/3WeT4T0


#529

What Can You Do With Unused 529 Funds? If you have unused 529 funds, there are several options available to you. Learn about the ways you can manage and utilize your unused 529 funds effectively.

IRS: Americans will be able to save more in their tax-advantaged retirement accounts in 2024.

Learn more.

The IRS Just Increased the Amount You Can Save in Your Retirement Accounts It's all thanks to inflation.

Whole life. It’s the whole enchilada.

-Provides a guaranteed, generally income tax-free death benefit to pass to beneficiaries upon the death of the insured.
-Lasts for the entire life of the insured, as long as premiums are paid when due.
-Provides cash value that grows tax-free.

Let’s talk about how whole life insurance may be a tasty ingredient in your personal protection strategy.

Now… please pass the guac!

Explore the Top 8 Benefits of Whole Life Insurance Discover the benefits of whole life insurance, such as tax advantages, fixed premiums, lifelong coverage, and more! Secure your future today!

According to US News & World Report these are the 7 mistakes to avoid with a Roth IRA

1. You’re not asking, “Are Roth IRAs Safe?”
2. Not checking if you can lose money in a Roth IRA
3. Accessing your funds early
4. Not having earned income
5. Contributing if your salary is too high
6. Not contributing enough
7. Overlooking spouse eligibility

Click the link to explore each point in more detail: https://bit.ly/3zzm3b8

W&S Life’s IRA products: https://bit.ly/4bqJhxG

7 Mistakes to Avoid With a Roth IRA Avoid common errors with a Roth IRA that could lead to fees and losses.

Active vs. Passive Investing | Learn how your apple preference at the grocery store can relate to your investing strategy

What’s the Diehl with Active vs. Passive Investing? 2022 In this video, Bill Diehl will cover active vs. passive investing. Visit our website: https://www.WesternSouthern.com----------------------------------------...

Cincinnati is the best place to live, work and celebrate life, which is why Western & Southern invests in uplifting our community and providing opportunities for people and businesses to thrive. https://bit.ly/3RLOSYi

The Economic, Fiscal, and Community Benefits of Western & Southern Financial Group - UC Economics Center The UC Economics Center's research team performed an analysis of the Economic, Fiscal, and Community Benefits of Western & Southern Financial Group.

An essential detail as you explore annuities is the contract’s tax status. It’s either qualified or nonqualified.

That in turn is key to your retirement strategy. So make sure you understand the difference, and partner with a financial professional to determine what works for your situation.

Understanding Qualified vs Non Qualified Annuity Learn the distinctions between qualified and non-qualified annuities, including tax implications and withdrawal strategies. Make informed financial decisions.

The Western and Southern Life Insurance Company is proud to announce that it has earned the 2024 Military Friendly Employer and Military Friendly Spouse Employer designations.

Serving those who have served our country is a true honor.

Did you know that after age 50 the IRS allows you to make annual catch-up contributions to help accelerate your retirement savings?

As you approach retirement this may be a tactic to consider.

Click the link below to read how you can take advantage of catch-up contributions.

https://bit.ly/45Dhadk

Max Out Retirement Savings with Catch-Up Contributions Are you over 50 and looking to secure your financial future? Discover how to boost your retirement savings with catch-up contributions. Start today!

With career openings in sales, management, and administrative roles, there are opportunities for everyone at Western & Southern Life. Click the link below and consider joining the WSL family!

We are excited to share that Western & Southern Financial Group has been ranked 29th of 396 on the Best Companies for Career Growth by the American Opportunity Index! This recognition reflects Western & Southern’s commitment to fostering professional development and creating a thriving environment for its employees. I am so proud to be part of an organization that encourages me to develop and growth continuously!

Western & Southern Financial Group Ranked No. 29 on List of Best Companies for Career Growth by the American Opportunity Index The American Opportunity Index (AOI) conducted an independent review of Fortune 500 companies and how they help employees grow their careers. Of the 396 ranked companies, Western & Southern was No. 29. 

The Western and Southern Life Insurance Company examines 7 common IRA terms to understand.

https://bit.ly/4ew68ub
Want a more personalized look at your individual situation?

Consider reaching out to a financial professional today.

https://bit.ly/4eyNaTK

7 Common IRA Terms to Understand Understanding IRA terms is essential for effective retirement planning. Learn about IRA terms such as contribution limits, Roth IRA, traditional IRA, and more.

As a parent, you work hard to protect your child each and every day. The Western and Southern Life Insurance Company offers FREE Child ID Kits, which could become an important parental tool should something happen to your child.

Click the link below to take the first step in creating your free Child ID Kit, and put your mind at ease about your child’s safety.

https://bit.ly/4c5fgEt

Free Child ID Kit | Western & Southern Life In addition to life insurance, we can help increase your security and peace of mind as a parent with our free Child Identification (ID) Kit.

Purchasing life insurance for a grandchild could be a valuable gift that offers lifelong protection.

Read more >> https://bit.ly/3KLMgWz

Page Not Found 404 Ready to start your search for solutions? As you think about your financial future and current needs, consider the benefits our various products can offer. Review options that may be right for you.

Western & Southern Life is hiring. Contact me today and let’s discuss this great opportunity!

Careers at Western & Southern Explore our home office careers in Cincinnati as well as sales, management and administrative career opportunities in our field offices across the country.