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Circuses may be phasing out pachyderms, but financial professionals can’t dismiss the elephant frequently occupying their offices.Sizing Up Social Security
Claiming strategies can enhance your Social Security benefits — in effect, taking advantage of timing and filing status flexibility in the manner you believe will produce the most beneficial result.The Benefits of Passive Investing
Passive investing is a strategy that generally minimizes management activities, and in doing so often minimizes the expenses that accompany active management.
In helping clients shape and execute a retirement income strategy, be ready to review IRA drawdown options, as well as designation and distribution options for beneficiaries.Just Say 'Know'
Satisfying the need to "know your customer" is essential to maintaining a high quality and consultative representative-client relationship.You Saved. You Retired. Now What?
As a financial professional, equip yourself to help clients understand that many of the issues confronted in retirement’s distribution phase will vary from those of its accumulation phase.
Issued by Integrity Life Insurance Company, Indextra attained the milestone in advance of the second anniversary of its Sept. 29, 2014 introduction.W&S Financial Group Distributors Launches YouTube Channel
W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has launched a YouTube channel.W&S Financial Group Distributors Helps Couples Acknowledge the ‘Elephant in the Room’
Newly introduced, the Elephant in the Room program is designed for financial representatives to work with client couples in addressing what one spouse may confront financially when the other passes away.
W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from member companies of Western & Southern Financial Group, today announced enhancements to Indextra®, a single premium deferred fixed indexed annuity issued by Integrity Life Insurance Company.Western & Southern Advances National Effort Promoting Retirement Planning
In conjunction with the upcoming National Retirement Planning Week® 2016 (NRPW), Western & Southern Financial Group (Western & Southern) today introduced its “Fourth and Goal” retirement income education program.Indextra Sets First-Year Sales Record for W&S Financial Group Distributors
Launched September 29, 2014, Indextra has since produced the most successful first-year product debut in the history of its distributor, W&S Financial Group Distributors, Inc.