Trang A. Le, Financial Advisor and Registered Rep. -Western & Southern Life

06/08/2026

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.

https://ow.ly/UCuf50X4gyy

https://www.westernsouthern.com/wslife/products/annuities

Learn how annuities are taxed, including qualified vs. nonqualified rules, tax-deferred growth, and what to expect when taking withdrawals today!

06/05/2026

Retirement isn’t just a financial milestone; it’s a crucial phase for your well-being.

Shockingly, only about 1 in 10 Americans feel ready for this transition. According to a recent survey of financial planners, a mere 11% noted their clients were adequately prepared for the mental aspects of retirement.

As we plan our retirement, let’s also prioritize mental readiness to help ensure a fulfilling retirement journey.

Read more.

Preparing for retirement isn’t just about money.

06/01/2026

Ever wish your retirement savings could balance growth opportunity with protection?

The Indextra®️ Fixed Indexed Annuity offers interest that’s linked to market performance, while ensuring your credited rate won’t fall below zero.

It’s designed to combine growth potential, protection from market downturns, and tax-deferred earnings — all in one annuity product.

Learn more about how Indextra®️ works:

https://www.westernsouthern.com/wslife/products/annuities/fixed-annuity/indextra-annuity

04/16/2026

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.

04/16/2026

Markets feeling unpredictable lately? You’re not alone. Some people may be asking the same questions:

🔵 How do I protect what I’ve built?
🔵 Can I still pursue growth without taking on big risks?
🔵 What if my retirement lasts longer than expected?

That’s where solutions like a fixed indexed annuity can come into the conversation. Products like Indextra®️ are designed to help protect principal, offer growth potential tied in part to market performance, and provide access to optional lifetime income.

If market volatility has you thinking differently about the future, it may be worth learning more. Reach out to your financial representative to explore whether this approach fits your overall strategy.

https://www.westernsouthern.com/wslife/products/annuities/fixed-annuity/indextra-annuity

04/07/2026

No renewals. No hassle. Just one payment for coverage that can last a lifetime.

One payment. Ongoing protection. Straightforward and designed for lasting confidence.

This holiday, consider the Easy Choice Legacy life insurance — a simple way to help leave something meaningful behind for those who matter most.

With Easy Choice Legacy Single Premium Whole Life Insurance, you make one premium payment and then simply let your cash value grow. Learn more here.

04/06/2026

No renewals. No hassle. Just one payment for coverage that can last a lifetime.

One payment. Ongoing protection. Straightforward and designed for lasting confidence.

This holiday, consider the Easy Choice Legacy life insurance — a simple way to help leave something meaningful behind for those who matter most.

With Easy Choice Legacy Single Premium Whole Life Insurance, you make one premium payment and then simply let your cash value grow. Learn more here.

10/09/2025

At Western & Southern, people don’t just find jobs; they build lasting careers.

Since 1922, we’ve celebrated Legion Day, a time to recognize associates with five or more years of continuous service. This year, that’s more than 1,400 associates — a powerful reminder that when you join W&S, you’re joining a company where people choose to stay and grow.

Ready to build your career with us?

Explore our home office careers in Cincinnati as well as sales, management and administrative career opportunities in our field offices across the country.

10/06/2025

Annuities are financial products designed to help turn savings into a stream of income in retirement.

Depending on the type—fixed, variable, or indexed—they can offer different ways to grow money and help provide income options.

While features and costs vary, annuities are often considered by individuals seeking predictability in retirement planning.

Understanding how they work can help you decide if they align with your long-term financial goals.

Explore the basics of annuities at the link below.

Discover how annuities work to secure steady income in retirement. This easy-to-read guide gives you the answers you need. Start planning today!

09/02/2025

💙 When you're caring for someone with special needs, every decision feels bigger — and your planning should reflect that.

From long-term support to legacy considerations, having the right strategies in place can help ease the weight of "what if." It’s never too early to explore ways to help protect their future while preserving your own peace of mind.

Explore our products here: https://bit.ly/3VyZnzu