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Columbus Life’s Advanced Market team offers support for your client’s complex cases and small business lifecycle planning.

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Columbus Life Advanced Markets: Partnering for Your Success

Financial Planning isn’t easy, so it’s important to have trusted partners to turn to for support. Our Advanced Markets team serves to provide independent financial professionals with insightful knowledge for complicated planning scenarios to help your business grow. We offer personalized care assistance so neither you nor your client have to navigate uncertain financial landscapes alone.

BusinessPRO Planning Resources for Owners Steps: Selecting a business structure, protecting your business, growing your business, business maturity, transitioning your business

BusinessPRO: Business Lifecycle Planning

Columbus Life’s BusinessPRO helps independent financial professionals support small business owners at every phase. We can assist with strategies to help businesses thrive, including:

Establishing an entity
Attracting and retaining key employees
Protecting against the unexpected
Preparing for retirement
Business transitions and succession plans

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Individual Planning

Contact Columbus Life’s Advanced Markets for assistance with complex planning scenarios including:

Sales concepts using life insurance and annuities
Retirement planning concepts
Document review
General tax issues and questions
Estate planning strategies
Charitable planning strategies
Special Needs planning strategies
Social Security planning strategies

Contact Us To Discuss Advanced Sales Concepts

Beady B. Waddell III

JD, LLM, MBA, MS, RICP^®, CLU^®, ChFC^®
Vice President, Advanced Markets

Katherine D. Goldsmith

JD, CLU^®, ChFC^®, ChSNC^®
Assistant Vice President, Advanced Markets

Marchaun E. Morrison

JD
Assistant Vice President, Advanced Markets

Jayna Thompson

JD
Case Design Consultant, Advanced Markets

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IMPORTANT DISCLOSURES

Although the individuals shown hold a Juris Doctor (J.D.) degree, they do not provide legal advice on behalf of Western & Southern and any information provided herein does not establish an attorney-client relationship.