Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors
team planning their marketing strategy

Plan Effectively with Helpful Tools

Get access to exclusive educational tools that can help you address financial needs. Explore our value added programs featuring articles, videos, case studies, digital materials and other useful resources.

Planning Programs Designed for Engagement

Financial Plan B: Elephant in the Room

Financial Plan B:
Elephant in the Room

Is there an “Elephant in the Room” when you discuss the future? Maybe a Financial Plan B can help.
Elephant in the Room Program
Hands and calculator

Considerations for Lifetime Income

Evaluate retirement income readiness and address gaps in plans with our Income Fact Finder.
Lifetime Income Solutions Program
multi-generation family playing football on the beach

Generational Reach

Communication is the key to long-lasting financial relationships.

Generational Reach Program
social security building

Social Security Know How

Social Security policies and benefits can be overwhelming. Our tools can help.
Social Security Know How Program
Securities offered through Touchstone Securities, Inc. Cincinnati, OH, a registered broker-dealer and member FINRA/SIPC.