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Sheila Veits Roth

Western & Southern Financial Group

(513) 629-1388


Western & Southern Life Advances Financial Education in Hispanic Community

Company partners with Liberty Tax Service’s Una Familia Sin Fronteras Foundation

CINCINNATI – March 27, 2014 – The Western and Southern Life Insurance Company (Western & Southern Life) is partnering with Una Familia Sin Fronteras Foundation (A Family Without Boundaries Foundation) to advance financial education in the Hispanic community across the country.

"At Western & Southern Life, we help translate financial complexity into practical financial solutions that can fit any budget," said Anthony M. Garcia, president, W&S Agency Group. "We’re pleased to partner with Una Familia Sin Fronteras Foundation to help Hispanic consumers, the fastest growing ethnic group nationally, better understand their financial options. And we’re committed to providing the Hispanic community high quality financial education on topics such as retirement planning and family protection."

Una Familia Sin Fronteras Foundation, an initiative of Liberty Tax Service, strives to provide the financial and educational resources needed to empower Hispanic immigrants to achieve financial success in the United States, at little or no cost.

Western & Southern Life’s support of the foundation’s efforts includes:

  • Providing educational materials on financial security, small business issues, retirement planning and college planning;
  • Recruiting members of the Hispanic community to represent Western & Southern Life in educating, evaluating needs, and providing financial services solutions to their peers; and
  • Providing a Western & Southern Life representative to serve on the foundation’s advisory council.

"Our foundation seeks strategic corporate partnerships that will make a positive impact on the Hispanic community," said Martee Saldaña Pierson, Director of Diversity Programs for Liberty Tax Service and Executive Director of the foundation. "We’re confident our partnership with Mr. Garcia and Western & Southern Life, a member company of one of the strongest life insurance groups in the world, will make great strides in accomplishing our mission."

Further demonstrating its commitment to serving Spanish-speaking consumers, Western & Southern Life offers an internationally award winning Spanish language website at

About Una Familia Sin Fronteras® Foundation
Una Familia Sin Fronteras Foundation is a 501(c)(3) not-for-profit established by Liberty Tax Service to serve the nation’s Hispanic community by providing FREE fiscal, financial, and life skills education. The Foundation creates partnerships with local and national community associations, non-profits, churches, school districts, governmental institutions, including the U.S. Dept. of Education and the White House Initiative on Educational Excellence for Hispanics, and Hispanic Consulates across the U.S. to deliver educational seminars, scholarships and job training skills to Latinos nationwide. With over 400 partnerships, the Una Familia Sin Fronteras Foundation has reached hundreds-of-thousands of Hispanics with vital information that will make a positive impact in their lives. "Liberty Tax Service has long been dedicated to enriching the communities it serves through community service and educational projects. Una Familia Sin Fronteras extends that philosophy by bringing educational resources to Hispanics in the United States," said John T. Hewitt, founder and CEO of Liberty Tax Service. To read more about the Foundation, please visit Una Familia Sin Fronteras Foundation.

About JTH Holding, Inc.
Founded in 1997 by CEO John T. Hewitt, JTH Holding, Inc. is the parent company of Liberty Tax Service. Liberty Tax is the fastest-growing tax preparation franchise and has prepared almost 16 million individual income tax returns in more than 4,400 offices and online. Liberty Tax’s online services are available through eSmart Tax, Liberty Online and DIY Tax, and are all backed by the tax professionals at Liberty Tax locations and its nationwide network of over 30,000 tax preparers. Liberty Tax also supports local communities with fundraising endeavors and contributes as a national sponsor for many charitable causes. For a more in-depth look, visit Liberty Tax Service and interact with Liberty Tax on Twitter and Facebook.

About Western & Southern Life
The Western and Southern Life Insurance Company, and its wholly owned subsidiary Western-Southern Life Assurance Company (both known as Western & Southern Life), are members of Western & Southern Financial Group (Western & Southern) and offer life insurance, interest-sensitive life insurance, fixed annuities, retirement strategies and personalized needs analysis for individuals, families and businesses in the middle-income market. It serves customers through 173 field offices nationwide, plus and a state-of-the-art call center known as the Client Relationship Center. For financial tools, career opportunities and product information, visit

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