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Small Business Financial Solutions for Hard-Working Owners Like You

Small Business Financial Solutions

Western & Southern appreciates your unique small businesschallenges. Whether it's being able to retain talent, maximize the value of your business or manage rising healthcare and health insurance costs, our financial professionals are ready to work with you. We can help you create a strategy for how to prepare for your retirement, develop a contingency plan if the unexpected happens and exit your business while preserving its value.

Buy-Sell Agreement

Find out how a buy-sell agreement can help protect the survival of your business.

EXPLORE THE VALUE OF A BUY-SELL AGREEMENT

Key Person Insurance

Learn how to protect your business from unexpected loss with key person insurance.
Build Security With Key Person Insurance

Business Transfer

Use business transfer to exit your business ownership with a full financial advantage.

Understand How Business Transfer Works

Retirement Plans

Consider which retirement plans are right for you to help build your financial security.

Let Us Help With Retirement Plans

BenefitsPLUS

Offer your employees and yourself convenient access to important life insurance protection.

Discover How to Enroll in BenefitsPLUS
Or
Give us a call 877-367-9734 877-367-9734

Learn More About Small Business

Our educational articles can help empower you to make more informed decisions about your financial future as a small business owner and help protect your business and employees. Learn small business tips about how to start a small business, succession planning, key person insurance and much more.
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Why Small Business Financial Solutions From Western & Southern? 

As a small business owner, you know how to choose your partners wisely. Western & Southern is a Fortune 500 company with years of financial strength that can help you build the financial stability of your business. We can assist you with insurance, retirement planning, employee benefits and more. A knowledgeable small business specialist is available to help you with your small business financial needs. 

IMPORTANT DISCLOSURES

A Buy-Sell Agreement identifies actions to take in the event a co-owner dies, is forced-out or chooses to leave the business. An attorney can assist with the Buy-Sell Agreement to ensure it is legally binding and a financial representative can assist with product selection. Each business owner purchases a life insurance policy on each of the other owners. When the owner dies, the surviving owners use the death benefit to purchase the deceased owner’s share of the business. Products issued by The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company and other life insurance member companies of Western & Southern Financial Group can help meet these needs.

Key Person Insurance provides a death benefit to employers in the event of the death of a key employee to ensure the business can continue. A financial representative can assist with product selection and help to determine the amount(s) needed on each key employee to help ensure business remains operational. Products issued by The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company and other life insurance member companies of Western & Southern Financial Group can help meet these needs.

A Business Transfer allows the ownership of a business to be gradually transferred to other individuals. Attorneys and Tax Accountants would be able to assist with this concept. A financial representative could assist if the need for life insurance, annuities or investments would be required. Products issued by The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company and other life insurance member companies of Western & Southern Financial Group can help meet these needs.

Retirement Plans create a plan for retirement funding. Life insurance and annuities can help with retirement planning. A financial representative can assist with product selection. Products issued by The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company and other life insurance member companies of Western & Southern Financial Group can help meet these needs.

BenefitsPLUS can provide life insurance to small businesses and help the business retain employees. A financial representative can help the employees with product selection. Small businesses can allow a financial representative to visit employees to sell life insurance to them. Products issued by The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company can help meet these needs.