Lori Favorite - Financial Representative at Western & Southern Life

12/20/2025

December 20 is the anniversary of The Space Force. On this day we celebrate the founding of the U.S. Space Force in 2019. It honors the Guardians who protect U.S. interests in space and ensure technological superiority.

12/13/2025

Today, December 13, we celebrate the birthday of The National Guard.

The National Guard’s birthday highlights its dual role in serving both state and national missions. It honors the versatility and dedication of its soldiers and airmen.

11/25/2025

Term life insurance offers simple, affordable coverage for a set period-10, 20 or 30 years that can help protect your family if you pass away during the term.

With fixed premiums and flexible term lengths, it covers your key financial responsibilities, like a mortgage or education, without the complexity or cost of permanent policies.

Many plans let you renew or convert to permanent coverage later if your needs change.

It’s a smart, budget-friendly way to help secure your family’s financial future.

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11/20/2025

‘Really huge’ opportunity for life insurance sales if riddle can be solved

The problems facing life insurance sellers are not new: Americans know they need life insurance, but they're just not buying it.

11/17/2025

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

Wait what?
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Enjoy your retirement.
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11/14/2025

Annuities can be powerful tools for retirement income — but their tax treatment can catch clients off guard. Here’s a breakdown of key tax considerations to bear in mind when planning retirement strategies.

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Wondering how annuities are taxed? Learn about the tax implications on your retirement income and plan smarter. Find out more to maximize your benefits today!

11/11/2025

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

11/11/2025

Planning for Retirement? Avoid These 10 Common Mistakes

Retirement should be a time to enjoy the fruits of decades of hard work, not a period of financial stress.

Western & Southern Life highlights 10 retirement planning mistakes that can derail your goals:

✅ Delaying savings — Compound interest rewards early action.
✅ Missing employer matches — That’s free money you shouldn’t leave on the table.
✅ Ignoring healthcare costs — Medicare doesn’t cover everything.
✅ Failing to rebalance your portfolio — Risk tolerance changes over time.
✅ Carrying too much debt — Fixed income and debt don’t mix well.
✅ Overlooking inflation — Your purchasing power will shrink.
✅ Missing tax advantages — Strategic use of 401(k)s and IRAs can help you save money.
✅ Retiring too early or too late — Timing affects benefits and lifestyle.
✅ Neglecting legal updates — Outdated documents can cause complications.
✅ Not planning at all — The biggest mistake is doing nothing.

Read the article below to read more about common mistakes to avoid when planning your retirement.

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11/10/2025

Today, November 10, commemorates the founding of the U.S. Marine Corps in 1775. It celebrates the Corps’ history, traditions, and valor.

11/05/2025

529 College Savings Plan:
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Higher education can be expensive.

That’s why a resourceful, tax-efficient savings strategy matters—and a 529 College Savings Plan can be a powerful tool.

If you’re passionate about helping the next generation succeed, let’s connect. We would love to help you explore how a 529 plan through Western & Southern Life can be part of your children’s financial foundation.

11/03/2025

Term vs. Whole Life Insurance: Which is right for you?

Determine the best life insurance for you—our clear comparison of term vs whole life insurance simplifies your decision. Discover your perfect match today!

10/30/2025

Rethinking Income When You Retire: No Paycheck, No Problem

When you retire, you'll need to adjust to the reality of depending on assets instead of a regular paycheck. For that, you'll need a new financial strategy.