A Human Institution Serving Human Needs
This organizing principle united our founders and remains our mission today.
Your Long-Term Financial Services Partner
Western & Southern Financial Group has over a 130-year heritage of meeting the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide range of insurance, investment and retirement solutions through an ever-growing distribution system.
Our family of companies continues to grow and diversify, fortifying our financial foundation and embracing new opportunities to meet your needs through superior service and an ever expanding range of insurance, investment and retirement solutions. No matter which of our member companies serves your needs, we are committed to helping you protect what matters for a secure financial future.
Our most recent acquisition with Gerber Life Insurance brings a leading life insurer and renowned brand to offer you more choices in finding the right financial solutions to help build greater security for your family.
We are pleased to report that 2019 was indeed our best year yet. We finished the year with record results in total revenue, net income, life and health premiums, life and health premiums and annuity sales, assets owned, assets owned and managed, and net worth.
Founded as The Western and Southern Life Insurance Company on February 23, 1888, Western & Southern Financial Group has grown into a diversified family of financial services companies. We are proud of our heritage of protecting generations of families and remain committed to delivering superior service.
A lot has happened since 1888. Industrialization, depression, war, natural disasters, boom and bust, but our history isn’t about world changing events, or global developments. It’s more personal than that. It’s a history of people helping people.
People Helping People – That’s Western & Southern
A lot has happened since 1888. Industrialization, depression, war, natural disasters, boom and bust. But our history isn’t about world changing events, or global developments. It’s more personal than that. It’s a history of people helping people. It’s about the factory worker who could protect his family thanks to affordable life insurance. It’s about the families that stayed afloat during the Great Depression due to financial relief and moratoriums. It’s about the service men and women who received salary supplements during World War II. It’s about the mother and father who funded their son’s college education with confidence. It’s about the retiree who can count on a monthly income to focus on what really matters. It’s about the grieving family who had one less thing to worry about when the unthinkable happened. We are a human institution serving human needs, and it’s our promise to deliver financial strength and stability for families when they need it most, and when they want to live life to the fullest. It’s a promise based on long term focus, sensible decision making, and compassion for the communities we serve. We are Western & Southern Financial Group.
These corporate achievements are a testament to our ongoing pursuit of excellence to serve you better and realize our organization's mission and vision to be a world-class leader in the financial services industry.
Ranked Number 401 on Fortune 500 List
This ranking is based on revenue alone, but it is a ratification of our efforts to grow our business. More important to the long-term strategy for our business is our financial strength, which continues to be outstanding. We remain one of the strongest life insurance groups in the world.
A+ Rating From Better Business Bureau
Western & Southern's rating demonstrates how we are likely to interact with our customers. We earn your trust by operating with integrity,
making sensible decisions, and faithfully honoring our promises today, tomorrow and always.
Named One of the Top 125 Learning & Development Programs
At Western & Southern, we are dedicated to the professional development of our associates. Training magazine’s Training Top 125 Award winners are the organizations with the most successful learning and development programs in the world.
Fort Washington Named Best Place to Work in Money Management
Fort Washington Investment Advisors, Inc. made its fifth appearance on the annual Best Places to Work in Money Management list released by Pensions & Investments following appearances in 2013, 2014, 2016, 2017 and 2018. We were named to the 2019 list for our efforts to create a winning culture that engages employees and brings out their best.
Western & Southern Life Named Military Friendly® Employer
Committed to supporting our military community, Western & Southern Life has been designated as a 2020 Top 10 Military Friendly® Employer and has earned the 2020 Military Friendly® Spouse Employer designation by Victory Media, publisher of G.I. Jobs®.
We believe in giving back to local organizations that advance health care, improve education and drive community vitality to make life better.