BJ O'Brien - Western & Southern Life

05/29/2026

May 29 is National 529 Day—a timely reminder to plan for future education expenses. To celebrate, we’re offering a chance to receive $529 toward a 529 education savings plan.

Send me a message to schedule a meeting to learn more and enter for a chance to win.

Watch: https://youtu.be/iNLrYJJvae0

https://www.westernsouthern.com/wslife/products/investments/529-college-savings-plan?utm_source=facebook&utm_medium=Hearsay&utm_content=3167980&utm_campaign=963350

05/29/2026

May 29 is National 529 Day—a timely reminder to plan for future education expenses. To celebrate, we’re offering a chance to receive $529 toward a 529 education savings plan.

Schedule a meeting with me to learn more and enter for a chance to win.

Phone: 952-324-4755
Email: [email protected]

Watch: https://youtu.be/iNLrYJJvae0

https://www.westernsouthern.com/wslife/products/investments/529-college-savings-plan?utm_source=facebook&utm_medium=Hearsay&utm_content=3167980&utm_campaign=963350

05/27/2026

Interested in lowering your taxes in retirement? Consider these 3 creative concepts for potential tax savings in retirement.

https://ow.ly/Ymeh50XmNWx

*Western & Southern Life does not provide tax or legal advice. Please contact your tax or legal advisor regarding your situation. The information provided is for educational purposes only.

You can apply key minimalism concepts for potential tax savings. Here’s how.

05/26/2026

Your lifestyle is built on one critical asset: your income.

From housing and groceries to school activities and future goals, income is what keeps life moving forward. If that income were suddenly gone, how long could your family maintain the same quality of life?

Lifestyle protection isn’t about luxury, it’s about stability. It’s about:

🟦 Keeping routines intact
🟦 Covering essentials without added stress
🟦 Allowing loved ones time to adjust and heal

Read more: https://www.westernsouthern.com/wslife/learn/financial-education/why-life-insurance-is-important?utm_source=facebook&utm_medium=Hearsay&utm_content=3192214&utm_campaign=963350

05/22/2026

‘I’m not worried about saving for retirement. I’ll just work forever…’

Wait what?
https://www.kiplinger.com/retirement/retirement-plans/im-not-worried-about-saving-for-retirement-ill-just-work-forever

Enjoy your retirement.
https://www.westernsouthern.com/wslife/products/annuities?utm_source=facebook&utm_medium=Hearsay&utm_content=3006533&utm_campaign=963350

05/21/2026

Planning for retirement can be overwhelming—but it doesn't have to be! Discover 5 surprising facts about retirement savings, Social Security, healthcare costs, and more. Don’t let time catch you unprepared—start planning today!

🔑 Key Points Covered:

🔷The average monthly savings rate in the U.S.
🔷Shocking stats on retirement savings for Americans over 50
🔷How much healthcare will really cost in retirement
🔷Why Social Security may not be enough

05/21/2026

A safety net doesn’t prevent falls; it helps soften them.

Life insurance death benefits exist to help provide financial support when your loved ones need it most. It can help cover everyday expenses, long-term obligations, and future goals during life’s most difficult moments.

It’s not about fear, it’s about care. Not about predicting the future but preparing for it.
Having a plan in place is one of the most thoughtful decisions you can make for the people who depend on you.

https://www.westernsouthern.com/life-insurance/do-i-need-life-insurance?utm_source=facebook&utm_medium=Hearsay&utm_content=3212005&utm_campaign=963350

04/23/2026

Happy birthday to the Army Reserve and the Soldiers who bring skill, experience, and readiness to the force. Thank you for supporting missions that strengthen communities and protect our nation.

03/29/2026

March 29 is National Vietnam War Veterans Day. It recognizes Vietnam veterans and their families for their service and sacrifices during the Vietnam War. It serves as an opportunity to honor and remember their contributions to American history.

03/13/2026

March 13, K9 Veterans Day, honors military working dogs and their handlers for their critical roles in security and mission success. It highlights their loyalty, bravery, and invaluable contributions.