Katherine D. Goldsmith, JD, CLU®, ChFC®, ChSNC®, RICP®
Assistant Vice President, Advanced Markets, Western & Southern Financial Group
Katherine (“Kate”) Goldsmith currently serves as Assistant Vice President, Advanced Markets, for Western & Southern Financial Group and is a registered representative of W&S Brokerage Services, both headquartered in Cincinnati, Ohio. Prior to joining Western & Southern, Kate was Assistant Counsel for The Ohio National Life Insurance Company and its affiliated companies for 15+ years. Kate serves as Vice President and is on the Board of Directors of the Insurance Advertising Compliance Association (IAdCA) and is also a past President of the Association of Corporate Counsel Southwest Ohio (ACCSWO) chapter. She currently serves on LIMRA’s Advanced Sales Forum Committee and is the incoming Chair of the 2026 Advanced Sales Forum.
Before becoming in-house counsel, Kate was in private practice as an associate with the Litigation Department of Taft, Stettinius & Hollister, a Midwest law firm headquartered in Cincinnati, Ohio, Kate’s birthplace. Kate graduated with a Bachelor of Arts degree and later a law degree from The Ohio State University in Columbus, Ohio. She holds FINRA Series 7 and 24 securities licenses, an Ohio life insurance license, as well as the Chartered Life Underwriter, Chartered Financial Consultant, Chartered Special Needs Consultant and Retirement Income Certified Professional designations from the American College of Financial Services. Kate has presented at national industry conferences hosted by LIMRA, CEFLI, IARFC and IAdCA, as well as at national and local events for both consumers and agents sponsored by Western & Southern Financial Group and non-profit organizations. Kate has published numerous articles of interest for producers of Western & Southern Financial Group’s family of life companies and prides herself on being a responsive and efficient problem solver.
Although the author holds a Juris Doctor (J.D.) degree, she is not providing legal advice on behalf of Western & Southern and any information provided herein does not establish an attorney-client relationship.
