Jessica Nagai - Western & Southern Life

12/21/2023

Use our Retirement Confidence Calculator to help instill some confidence in your client’s retirement strategy.

Will your retirement income money last? See how specific financial factors like retirement length, asset allocation, and withdrawal rate may affect future success.

12/07/2023

Retirement spending isn’t pass fail.

“Your retirement spending isn’t static, meaning there’s room for adjustments over time, depending on your needs and goals.”

-Justin Fitzpatrick, co-founder of Income Lab, a retirement planning software company

Retirement security is a concern for many older Americans, and outliving savings is often their biggest fear. Here's how to reframe retirement spending.

12/07/2023

It is always smart to look for all the allowable tax deductions, so are there any potential tax advantages to life insurance? It depends on how you’re using life insurance.

Read the article below to learn more.

https://bit.ly/3uOKCP5

Explore life insurance tax deductions, benefits, and secure your loved ones' financial future. Consult a tax professional for personalized advice.

11/30/2023

Whether you're widowed, divorced or a single parent, life insurance can help provide your family financial protection.

Learn more about the importance of life insurance for single parents.

https://bit.ly/3Rm3u0J

Discover how life insurance can provide financial protection for single parents. Get a free quote and secure your family's future today.

11/23/2023

Avoid becoming one of these six retirement statistics

Americans who are still working feel they're behind on their retirement savings plans, while many retirees report financial struggles.

11/23/2023

Permanent life insurance that offers cash value is generally not taxable as it grows within the policy. However, taxes may apply to withdrawals, loans, or surrenders that exceed the total premium payments made, so it's essential to understand the specific rules and consult a tax advisor for guidance.

Learn more.

https://bit.ly/3QZPh8u

Is cash value life insurance taxed? Get the facts & make informed decisions to protect your assets. Click to learn more today.

11/17/2023

The Western and Southern Life Insurance Company is proud to announce that it has earned the 2024 Military Friendly Employer and Military Friendly Spouse Employer designations.

Serving those who have served our country is a true honor.

11/16/2023

As a new parent, you have enough to worry about, so why not do what you can to reduce your stress and consider a life insurance policy?

Learn more: https://bit.ly/3R2JD6H

Our products: https://bit.ly/47D0Its

Ensure your family's financial security as new parents with life insurance. Get peace of mind and protect your loved ones. Get a free quote now!

11/16/2023

Will the housing crisis impact your retirement savings?

Learn how your long-term savings could be affected by the homes shortage.

Learn how your long-term savings could be affected by the shortage of homes.

11/11/2023

Today, November 11, is Veterans Day, in which we honor and thank all of the brave men and women of the Armed Forces who honorably served the United States in all wars.