team planning

Plan Effectively and Strengthen Relationships

As financial professionals, you want tools to share with your consumers and clients. Western & Southern Distributors provides access to educational materials for you to share. Explore our comprehensive toolkits for videos, digital brochures, articles and statistics to strengthen your relationship. 

Plan Toolkits Designed for Your Consumers

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Preparing for Life's Unexpected Events

When it comes to your financial future, you may need a Financial Plan B!
Is There an Elephant in the Room
Hands and calculator

Considerations for Lifetime Income

Evaluate your financial knowledge and discover gaps in coverage or investments with our Income Fact Finder.
Lifetime Income Solutions Planner
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Protecting Against Identity Theft & Financial Scams

Learn how to avoid financial scams and be a diligent consumer with cybersecurity practices.
Preventing Identity Theft
social security building

Social Security Know How

Navigating changes to Social Security policies and benefits can be overwhelming without tools to help.
Social Security Know How

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