Western & Southern Financial Group

Western & Southern Financial Group describes itself as a long-term financial services partner offering a wide range of insurance, investment and retirement solutions to individuals, families, businesses, foundations and nonprofits through an ever-growing distribution system. Its official site presents life insurance (whole, term and universal), retirement planning and investment offerings, and states that the company has been in business since 1888. The company reports 6.3 million clients, policyholders and account owners, $9.0 billion in total claims, benefits and dividends paid, 91,700 affiliated and independent agents, and 3,500 associates. It describes Cincinnati as its community and frames its mission as 'A Human Institution Serving Human Needs.'

Western & Southern Financial Group states that its history dates back to 1888, describing a legacy of 'people helping people' through events such as industrialization, depression, war and natural disasters. The company says it has over 135 years of helping to meet the financial stability needs of customers, and its 2024 Corporate Responsibility Report reflects on 137 years in business. Its organizing principle, 'A Human Institution Serving Human Needs,' is said to have united its founders and remains its mission today.

A long-term financial services partner and 'A Human Institution Serving Human Needs,' emphasizing financial strength and a family of companies.

• Life insurance

  Whole, term and universal life solutions to help protect a family's or small business' financial future.

• Retirement planning

  Helping customers develop a plan that aligns with their financial goals in retirement.

• Investments

  Smart investing strategies to help grow wealth and save for goals such as college or retirement.

• Annuities

  Retirement planning solutions that can pave the way for a comfortable and secure retirement.

• 2022.01.12

  Reported2022.01.12

  Western & Southern completes acquisition of Fabric[5]Western & Southern完成对Fabric的收购prnewswire.com

  Western & Southern Financial Group completed its acquisition of Fabric Technologies Inc. and its subsidiary, Fabric Insurance Agency LLC.

• 2020.03.24

  Reported2020.03.24

  Coterie raises $8.5 million in Series A funding[6]Coterie完成850万美元A轮融资crowdfundinsider.com

  Coterie announced that it secured $8.5 million through a Series A funding round led by RPM Ventures, with participation from Allos Ventures, Western & Southern, Intercept Ventures, Frontier Venture Capital, and Sure Ventures.

Read more

1. 1Life Insurance, Retirement, Investments | Western & Southernwesternsouthern.com
2. 2Corporate Responsibility Report 2024westernsouthern.com
3. 3About Us: Learn how we meet the needs of our customerswesternsouthern.com
4. 4Retirement Planning Serviceswesternsouthern.com
5. 5Western & Southern完成对Fabric的收购prnewswire.com
6. 6Coterie完成850万美元A轮融资crowdfundinsider.com