Carmen Middlebrook Western & Southern Life

Carmen Middlebrook Western & Southern Life A little overwhelmed by financial jargon? Don’t worry – at Western & Southern Life, We Speak
Finance.

Time is one of the most powerful tools when it comes to retirement, so starting to save in your 20s could make all the d...
04/01/2023

Time is one of the most powerful tools when it comes to retirement, so starting to save in your 20s could make all the difference.

Click the link below to see 4 ways to determine how much to contribute to your 401(k) in your 20s.

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When you're in your 20s, retirement may not be top of mind because it's likely 30 or 40 years away. But it's important to consider. If you're wondering how much to contribute to a 401(k) in your 20s, here are four considerations that can help you set a goal.

03/30/2023

A will is a written document stating a person's final wishes for their money, their property and people in their care.

A properly written will helps save a person’s survivors a good deal of trouble and confusion.

Read the article below to learn why a will is so important and how to get started in creating your own will.

https://bit.ly/3KjVNo9


According to Plansponsor . com more than 80% of Americans consider a “normal” retirement age to be 67. Use The Western a...
03/29/2023

According to Plansponsor . com more than 80% of Americans consider a “normal” retirement age to be 67.

Use The Western and Southern Life’s retirement calculator to get an idea of when you can exit the work force and enjoy the freedom of retirement!

Are you on track to save enough to retire? Our free retirement savings calculator with Social Security and a possible pension can help shed light on your future.

An IRA can supplement your Social Security income and help you invest additional retirement money. Plus, you can leverag...
03/28/2023

An IRA can supplement your Social Security income and help you invest additional retirement money. Plus, you can leverage certain tax advantages along the way.

Explore the benefits of both of Western & Southern Life’s Individual Retirement Accounts.

https://bit.ly/3TTYFLF

📞 Ready to select an IRA product? Call us today at 877-452-4597.

An Individual Retirement Account (IRA) can enhance your Social Security income and help you invest additional retirement money. Learn more here.

According to the 2021 Insurance Barometer Study by LIMRA, the top financial concern for women was having enough money fo...
03/27/2023

According to the 2021 Insurance Barometer Study by LIMRA, the top financial concern for women was having enough money for a comfortable retirement.

Help reduce concern. Help achieve retirement comfort … with a life insurance product from W&S Life.

Explore Western & Southern’s life insurance products at the link below.

https://bit.ly/3nr74dz



Life insurance helps protect you and the ones you love. Explore and compare life insurance policies. Then, get your life insurance quote.

Develop the road map to your retirement destination. Western & Southern is here to help you develop a plan that aligns w...
12/22/2022

Develop the road map to your retirement destination. Western & Southern is here to help you develop a plan that aligns with your financial goals in retirement so you can live life on your own terms.

https://bit.ly/3PU3nas

Happy Hanukkah! May the light of the season shine throughout the year.
12/21/2022

Happy Hanukkah! May the light of the season shine throughout the year.

Happy Hanukkah! Wishing you all the joys of this very special season.
12/20/2022

Happy Hanukkah! Wishing you all the joys of this very special season.

12/08/2022

An annuity product with Western & Southern Life… You know, with regular payments, that’s the gift that keeps giving all retirement long.

https://bit.ly/3HiBu9J

A thoughtful Christmas gift with zero wrapping necessary. Don’t believe me? See for yourself.
12/07/2022

A thoughtful Christmas gift with zero wrapping necessary. Don’t believe me? See for yourself.

Our financial products are designed to fit your budget and meet your life insurance, retirement and investment needs at any stage of life. Learn more here.

Investing in mutual funds may help you toward achieving your long-term financial goals. Your financial objective, risk t...
12/06/2022

Investing in mutual funds may help you toward achieving your long-term financial goals. Your financial objective, risk tolerance, and investment timeline will help you determine the best kind of mutual fund to select.

Learn more about mutual funds through Western & Southern Life.

Mutual funds can help you achieve instant diversification of your investments while relying on the expertise of professional money managers. Learn more here.

12/05/2022

Tell Me Your Most Valuable Possession.

Address

3903 Northdale Boulevard, Suite 290E
Tampa, FL
33624

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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