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Value Presentation
- 1. Copyright 2009 MM 019 0911XNC The Western and Southern Life Insurance Company Western-Southern Life Assurance Company Cincinnati, Ohio Western & Southern Life Making a Difference in Life 1 of 18
- 5. The Western and Southern Life Insurance Company Western-Southern Life Assurance Company W&S Brokerage Services, Inc.** Fort Washington Investment Advisors, Inc.** Fort Washington Savings Company*** Columbus Life Insurance Company Capital Analysts Incorporated** The Lafayette Life Insurance Company Eagle Realty Group, LLC. Todd Investment Advisors, Inc.** IFS Financial Services, Inc. W&S Financial Group Distributors, Inc. Touchstone Securities, Inc.* Touchstone Advisors, Inc. Integrity Life Insurance Company National Integrity Life Insurance Company Western & Southern Financial Group * Member FINRA/SIPC ** Registered Investment Advisor ***FDIC insured Saving products offered in North Carolina and Ohio through Fort Washington Savings Company, a subsidiary of Western & Southern Financial Group. Securities, insurance and annuity products are not FDIC insured, are not guaranteed by Fort Washington Savings Company and are subject to investment risk, including possible loss of principal. 5 of 18
- 6. Helping to Provide Financial Security for People Like You Western & Southern Life 6 of 18
- 7. Life Insurance Health Insurance & Accident Plans Retirement & Financial Needs Western & Southern Life 7 of 18
Notas do Editor
- Mr. &/or Mrs. (Ms.) ___________, Thank you for meeting with me today. I believe by spending a few moments giving you an overview of: The company Myself And then wrapping up with a discussion of your financial concerns You can decide if you would like to proceed. How does that sound?
- To begin with, The Western and Southern Life Insurance Company has more than 120 years of experience in the financial services industry. We are licensed in 45 states, the District of Columbia, and Guam and we maintain 181 local offices. We are also a part of the Western & Southern Financial Group that is a Fortune 500 company.
- Western & Southern Financial Group is one of ten life insurance groups in the world to hold the Standard & Poor’s AA+ rating. Not only are we a large company, we are also financially secure. The ratings process for financial services companies is similar to the Consumer Reports ratings of washers and cars, for example. The ratings provide a third party, independent review of the company’s ability to live up to their promises. We are very proud of our AA+ rating. It really shows that we will be there when you need us most. I mentioned that the company was large. In fact, we have over $74 billion of life insurance in force serving over 2.5 million clients. All this means that we are a financially secure company that will be there to provide your benefits when you need them. This is a very important factor.
- So how do we do it? What allows Western & Southern Financial Group to make this claim of corporate strength and stability? First, we invest for the long term. As a mutual holding company, Western & Southern is not subject to the short-term market pressure that can compel higher risk in publically-traded companies. We continuously monitor and adjust our investment portfolios using rigorous asset-to-liability management processes. The result is a focused and disciplined portfolio that is aligned with the best long-term interests of our policyholders. Also, we adhere to a four-cornered business model, which includes culture, capital, capacity and competence. Our emphasis on doing what is right for our customers, our robust financial performance, our ability to do more with less, and our respected position within the financial services industry continue to contribute to our corporate stability and success. Finally, while we have a heritage of providing life insurance going back more than 120 years, it’s also important to look at more recent history. We've made especially great strides in the past 20 years by diversifying into a full range of financial services companies. Let’s take a look at some of them.
- 16 companies comprise the Western & Southern Financial Group which together provide you with a powerful combination of financial services – all within one organization.
- We believe in making a difference in life through financial security for people just like you.
- We do this through outstanding financial products that range from “protection” products, such as: Life insurance Health (such as Critical Illness) And accident plans for individuals & families To “growth” products, such as: Annuities Mutual funds And other products for your retirement and financial needs.
- We believe in earning your confidence by focusing on your personal needs. We believe in providing quality, personalized planning and delivering a superior customer experience anywhere, any way, and any time you want.
- I am licensed in life and health insurance. This required me to pass the state exam to make sure that I know and understand insurance and the laws that govern it. Note: This is where you would talk about any designations you have or FINRA license. Also, if you are a veteran representative, you would mention your years in the industry. If you have a personal story of why you do what you do, this is the place to talk about it. Perhaps it is a personal experience with life insurance or enjoying the interaction with people and helping them meet their financial goals. Mention your Value statement [from your Personal Marketing Plan]! I am committed to working with you to look at your goals and needs and determining the steps to get you to those goals. I will provide you with recommendations and solutions and then you can decide if any of them work.
- I can help you with: Protection for your family income Making sure you have money set aside for final expenses Protection for your mortgage Funding an education for your children (or grandchildren) Growing and protecting your retirement assets Options for transferring wealth Protection against the financial impact of a critical illness like cancer, heart attack (“myocardial infarction”), or stroke. And, I can help you provide an income if you become disabled.
- Let’s take a quick look at your earning power. Did you realize that you may earn a fortune in your lifetime? The keys to that are: Income Savings Protection Wouldn’t you say that income is important? Are you saving some of that income? How do you currently protect that income and savings?