Media Contacts

José Marques, APR
Media Relations Manager

Mailing Address:
Western & Southern Financial Group
Media Relations
Mail Station 90
400 Broadway Street
Cincinnati, OH 45202

News Releases
print    Bookmark and Share    Subscribe


Sheila Veits Roth

Western & Southern Financial Group

(513) 629-1388


Western & Southern Advances National Effort To Promote Retirement Planning April 7-11

Fifth Year Supporting National Retirement Planning Week®

CINCINNATI – April 1, 2014 – For the fifth consecutive year, Western & Southern Financial Group (Western & Southern) is joining forces with the Insured Retirement Institute (IRI) to promote retirement planning. The occasion is National Retirement Planning Week 2014 (NRPW), from April 7 to 11.

"Baby Boomers’ confidence in their financial readiness for retirement has been steadily declining in recent years, IRI research shows, with only about a third optimistic about their situation," said Mark E. Caner, president, W&S Financial Group Distributors, the wholesale distributor of annuities and life insurance from Western & Southern member companies. "This uncertainty urgently needs to be addressed. Consumers can become more confident about their preparedness by first gaining an understanding of planning fundamentals and then employing proven strategies, beginning with a retirement plan itself."

The National Retirement Planning Coalition – a group of prominent financial industry and advocacy organizations spearheaded by IRI – has organized NRPW. This initiative is a national effort to raise awareness among Americans and their financial representatives about the need for comprehensive retirement planning.

Western & Southern will support the efforts of the coalition by featuring NRPW resources on its corporate Twitter and Facebook sites. Additional initiatives include:

  • "Retirement Planning Tool of the Day," tips to appear on during NRPW;
  • "Retirement Resolutions," an article to be posted on during NRPW; and
  • The April launch of "Social Security Know How," an initiative for financial professionals to help clients consider strategies for maximizing their Social Security benefits in retirement.

"At Western & Southern, we remain committed to advancing America’s retirement conversation," said Caner. "Promoting National Retirement Planning Week is just one more way to support that effort."

About the Insured Retirement Institute
The Insured Retirement Institute (IRI) is a not-for-profit organization that for 20 years has been a mainstay of service, commitment and collaboration within the insured retirement industry. Today, IRI is considered to be the authoritative source of all things pertaining to annuities, insured retirement strategies and retirement planning. IRI proudly leads a national consumer education coalition of nearly 20 organizations and is the only association that represents the entire supply chain of insured retirement strategies: our members are the major insurers, asset managers, broker dealers and more than 150,000 financial professionals. IRI exists to vigorously promote consumer confidence in the value and viability of insured retirement strategies, bringing together the interests of the industry, financial advisors and consumers under one umbrella. IRI’s mission is to: encourage industry adherence to highest ethical principles; promote better understanding of the insured retirement value proposition; develop and promote best practice standards to improve value delivery; and to advocate before public policy makers on critical issues affecting insured retirement strategies and the consumers that rely on their guarantees. Visit today to experience the vast resources of the Insured Retirement Institute for yourself.

About W&S Financial Group Distributors, Inc.
W&S Financial Group Distributors, Inc. ( distributes fixed, variable and immediate annuities and life insurance products from Western-Southern Life Assurance Company, Integrity Life Insurance Company and National Integrity Life Insurance Company, all member companies of Western & Southern Financial Group, Inc. Variable products are distributed through Touchstone Securities, Inc.¹ Marketing through a national network of broker-dealers, financial advisors, independent agents and financial institutions, W&S Financial Group Distributors assists financial professionals in helping individuals invest for, live in and manage risk during retirement.

About Western & Southern Financial Group
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group (Western & Southern) is now a Fortune 500 diversified family of financial services companies. Its total assets owned ($41 billion) and managed ($26 billion) totaled $67 billion as of Dec. 31, 2013. Western & Southern is one of the strongest life insurance groups in the world. Its six life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company) maintain the following financial strength ratings: A.M. Best A+ Superior, Standard & Poor’s AA Very Strong, Fitch AA Very Strong and Moody’s* Aa3 Excellent. All of Western & Southern’s life insurance companies have a Comdex Ranking* of 96. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.;¹ IFS Financial Services, Inc.; Peppertree Partners LLC;¹ Touchstone Advisors, Inc.;¹ Touchstone Securities, Inc.;² W&S Brokerage Services, Inc.;² and W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit Western & Southern is the title sponsor of the Western & Southern Open (, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players.

* Lafayette Life is not rated by Moody’s and has a 97 Comdex Ranking.
¹ A registered investment advisor.
² A registered broker-dealer and member FINRA/SIPC.
For current ratings, please visit