Resources

 
Beneficiary Returns for Life Flyer Beneficiary Review Checklist Worksheet Legacy Forward II Client Brochure Get More DB for Your Premium Flyer Larger Legacy Flyer Leaving a Legacy Product At A Glance AnnuiQuest At-A-Glance Is an Annuity Right for You? 8 Ways Your Annuity Pays Goal Ranking Worksheet How Much Are You Really Earning? 8 Ways Your Annuity May Pay Client Brochure — not available for use in Oregon Client Brochure - Oregon Only Client GLWB Brochure Guaranteed Lifetime Withdrawal Benefit (GLWB) Roll-up Calculator GLWB Double Sales Idea GMAV Sales Idea Flyer Goal Ranking Worksheet GS Momentum Builder® Multi-Asset Class Index Brochure How Much Are You Really Earning? Is an Annuity Right for You? J.P. Morgan Strategic BalancedSM Index Client Guide - not available for use in Oregon J.P. Morgan Strategic BalancedSM Index Client Overview - not available for use in Oregon Triple Laddering Sales Idea Flyer 8 Ways Your Annuity May Pay Goal Ranking Worksheet How Much Are You Really Earning? Is an Annuity Right for You MultiRate At-A-Glance Rack Brochure Product Summary Multiple Guarantees Now. Flexible Advantages Later. Goal Ranking Worksheet How Much Are You Really Earning? 8 Ways Your Annuity May Pay Is an Annuity Right for You? Product Summary Goal Ranking Worksheet How Much Are You Really Earning? 8 Ways Your Annuity May Pay Is an Annuity Right for You? 8 Ways Your Annuity May Pay Goal Ranking Worksheet How Much Are You Really Earning? Is an Annuity Right for You? SmartStep At A Glance Rack Brochure Rising Rates Sales Flyer 8 Ways Your Annuity May Pay Goal Ranking Worksheet How Much Are You Really Earning? Is an Annuity Right for You? Product Summary 8 Ways Your Annuity May Pay Client Brochure Goal Ranking Worksheet How Much Are You Really Earning? Income Fact Finder Income Playbook AnnuiChoice Client Brochure Investment Options Flyer Investment Options Guide GLWB Self Style Allocation Options Flyer Guaranteed Lifetime Income Advantage (GLIA) Brochure GLIA Plus Client Brochure Asset Allocation Client Brochure Goal Ranking Worksheet Integrity Prospectus National Integrity Prospectus Integrity Performance National Integrity Performance Pinnacle Client Brochure Investment Options Flyer Investment Options Guide GLWB Self Style Allocation Options Flyer Guaranteed Lifetime Income Advantage (GLIA) Brochure GLIA Plus Client Brochure Asset Allocation Client Brochure Goal Ranking Worksheet Integrity Prospectus - Contracts Issued On or After Jan 1 2012 National Integrity Prospectus - Contracts Issued On or After Jan 1 2012 Integrity Prospectus - Contracts Issued Prior to Jan 1 2012 National Integrity Prospectus - Contracts Issued Prior to Jan 1 2012 Integrity Performance National Integrity Performance Client Brochure ETF Investment Options Flyer Guaranteed Lifetime Withdrawal Benefit (GLWB) Brochure VAROOM 1+2=3 Flyer Goal Ranking Worksheet Integrity Prospectus National Integrity Prospectus Integrity Performance National Integrity Performance Are You Covered? Client Product Summary Client Product Summary - no ROP FL, MN, NJ, and NY
Beneficiary Designation Election of Annuitization Individual Retirement Account Required Minimum Distributions Partial Withdrawal Policy Loan Request Request for Surrender Request for Systematic Payment Plan Systematic Withdrawal Request Guarantee Rate Option Non Financial Service Ownership Change Request Beneficiary Designation Election of Annuitization Individual Retirement Account Required Minimum Distributions Partial Withdrawal / Policy Loan Request Policy Benefit Disposition Request for Surrender Request for Systematic Payment Plan Systematic Withdrawal Request Absolute Assignment Guarantee Rate Option Renewal Name Successor Owner Non-Financial Service Request Notification of Death of Owner Ownership Change Request Request for Policy Service Annuity Service Request – Non-Financial Transactions – Beneficiary Designation Annuity Service Request – Financial Transactions Election of Annuity Income Option Election of Annuity Income Option Request for Premium/Dividend/Loan Policy Benefit Disposition Systematic Withdrawal Request Absolute Assignment / Ownership Change Authorization to Withdraw Funds from a Checking or Savings Account Long Term Care Confinement Certification Name Successor Owner Notification of Death of Owner Request for Policy Service

Title

*Securities offered by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC.
IMPORTANT DISCLOSURES
No bank guarantee.
Not a deposit.
May lose value.
Not FDIC/NCUA insured.
Not insured by any federal government agency.

Ready to Continue?

You have clicked a link to access information on a new website, so you will be leaving westernsouthern.com

Because this new site is independent, Western & Southern Financial Group neither manages nor assumes responsibility for its content. 

Are you ready to move forward?