financial group building
130 Years of Operating History

Western & Southern Financial Group’s heritage began in February 1888. Our goal has remained steadfast — helping our customers ensure their financial future.

Our Company History

We are proud to celebrate 130 years of delivering first-class service and making life better for our customers, associates and communities.


Surpassing Another Milestone
Company celebrates 130th anniversary.


Mutual Fund Assets Rise
Touchstone assets reach $20 billion.


Member Companies Celebrate Milestones
IFS Financial Services marks 25th anniversary, while Integrity Life Insurance Company turns 50.

Outstanding Financial Results
Company's record-high net worth of $8.3 billion and 18.5 percent capital-to-asset ratio strengthen balance sheet.



New Markets Offer Opportunity
Company enters bank-owned life insurance and pension risk transfer markets.

Top Military Employer…Again
Company again recognized as a top military, veteran employer.

Fighting Cancer Together
Company launches community cancer initiative.



More Solutions for Growing Families
Company begins offering 529 college savings plans.

Leading Edge Retirement Solution Debuts
Company introduces nation's first fixed indexed annuity with exchange traded funds.



Surpassing Another Milestone
Company celebrates 125th anniversary.

Consistently High Performance Earns Accolade
Company makes Fortune 500 list for 10th consecutive year.

Top Tier Sales Through Bank Channel
Company ranks fourth for life insurance sales through banks.

Top Military Employer
Company named top employer for veterans and military.

Assets Owned and Managed
Company assets owned and managed: $67.5 billion.



Building the Future
Company completes three Cincinnati development projects, including Cincinnati's tallest and greenest, Great American Tower.

Consolidating Resources
Subsidiary Lafayette Life Insurance Company moves offices to Cincinnati.



Assets Owned and Managed
Company assets owned and managed: $51 billion.



Former Chairman Passes
Former Chairman and President William Joseph Williams passes away after 70 years of service with Western & Southern.



Another Midwestern Company Joins Family
The Lafayette Life Insurance Company joins Western & Southern.

IPS Created
Insurance Profillment Solutions established to support banks' online life insurance sales.



Growth Attracts National Recognition
Company makes Fortune 500 list for first time.



Sponsorship Spotlights Company, Cincinnati
Company becomes title sponsor of Cincinnati's international tennis tournament, later renamed Western & Southern Open.

Expanding Securities Sales
W&S Brokerage Services, Inc. incorporated to provide customers access to securities through Western & Southern Life field agents.



Gaining a Foothold in New York
Company acquires Integrity Companies and three others to expand product reach and serve New York state.

Assets Owned and Managed
Company assets owned and managed: $25 billion.



Emphasis on Internal Talent Development
Company opens Guilford Institute as learning university and fitness center for associates.



New Generation Takes Lead
John F. Barrett leads company as president and chief executive officer. Chairman is added to his title in 2002.

Bold Entry into Mutual Fund Market
Touchstone Advisors and Touchstone Securities (Touchstone Investments) form to offer mutual funds.



IFS Formed to Expand Distribution Channels
IFS Financial Services forms to offer annuities through banks and broker-dealers.

New Company Expands Services to Third-Party Investors
Fort Washington Investment Advisors forms to offer investment management.

Assets Owned and Managed
Company assets owned and managed: $6 billion.



Company Marks Centennial Year
Company celebrates its centennial anniversary. Charitable foundation (now Western & Southern Financial Fund) is established to support community nonprofits.

Real Estate Firm Formed to Serve Internal, External Customers
Eagle Realty Group forms to offer real estate investment and property management services.



New CFO Brings New Ideas
John F. Barrett joins company as chief financial officer and is named president in 1989.


Founder's Nephew Takes Helm
William Joseph Williams becomes chairman and chief executive officer.



Company Acquires Columbus, Ohio, Insurer
Columbus Mutual Life Insurance Company is acquired to serve independent agents.


Second Company Established
Western-Southern Life Assurance Company is incorporated to offer annuities.

Assets Owned and Managed
Company assets owned and managed: $3 billion.



Physician Named President
Dr. Charles M. Barrett becomes president.

Territory Expands
Company reach grows to 42 states and the District of Columbia.



Company Pursues Further Growth
Company acquires five banks/insurance companies.



Company Celebrates 75th Anniversary
"75 Years of Growth"


Assets Owned and Managed
Company assets owned and managed: $1 billion.



Acquisitions Expand Geographic Presence
Company acquires seven insurance companies. William C. Safford becomes president in 1957.



Son Succeeds Father as President
Charles M. Williams becomes president.



Company Inspires Troops with Nativity Display
Crib of Nativity holiday display, the company's gift to Cincinnati in 1939, welcomes WWII soldiers at Union Terminal. Later moves to Krohn Conservatory.



Celebration Marks 50 Years of Service
Company celebrates its Golden Jubilee.



Brother Succeeds Founder as President
Charles F. Williams becomes president after the passing of founder William John Williams.



Company Honors Associates
Company introduces associate recognition program, Legion.



Newsletter Connects Home Office and Field Agents
Company publishes first edition of field agent newsletter, Field News.



Home Office Construction Begins
Company breaks ground on new headquarters.



Company Acquires First Company in Anniversary Year
Company celebrates its 25th anniversary with its first acquisition -- a life insurance company.



Founder Becomes Second President
Company founder William John Williams becomes president.

Assets Owned and Managed
Assets owned and managed: $5.6 million.



Company Established
The Western and Southern Life Insurance Company is incorporated on Feb. 23 and issues its first policy on May 7.

Cincinnati Physician Named President
Dr. Frank Caldwell becomes president.

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