Lorenzo Malave - Western & Southern Life

Lorenzo Malave - Western & Southern Life A little overwhelmed by financial jargon? Don’t worry – at Western & Southern Life, We Speak Finance®.

The views posted on this site are my own and do not represent the positions, strategies or opinions of The Western and Southern Life Insurance Company or Western-Southern Life Assurance Company (or its parent or affiliated companies). The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services

One of the crucial factors in achieving your investment goals is starting as soon as possible. Western & Southern Life e...
06/27/2022

One of the crucial factors in achieving your investment goals is starting as soon as possible. Western & Southern Life examines how to start investing in your twenties.

Learn more: https://hearsay.social/3nhcJj0

Investing in your 20s can help to alleviate the need to play catch-up later in your career. Generally, getting the most out of your investment dollars means choosing tax-efficient accounts, selecting an age-appropriate mix of assets and leveraging compound returns. 

Today on Memorial Day, May 30, we commemorate those who have died in military service to our country.  You are not forgo...
05/30/2022

Today on Memorial Day, May 30, we commemorate those who have died in military service to our country. You are not forgotten.

School. It’s been a challenge the past few years. But paying for education doesn’t have to be! Contact me to for an oppo...
05/09/2022

School. It’s been a challenge the past few years. But paying for education doesn’t have to be! Contact me to for an opportunity to win $529 toward a 529 Educational Plan. It’s our way of celebrating National 529 Day.

Being diagnosed with a critical illness can overwhelm you with unexpected medical costs. Would you be financially prepar...
02/15/2022

Being diagnosed with a critical illness can overwhelm you with unexpected medical costs. Would you be financially prepared if faced with a critical illness? Western & Southern Life can help you be more prepared for the unexpected: https://www.westernsouthern.com/wslife/products/additional-insurance/critical-illness-insurance

The Western & Southern Life Insurance Company offers a variety of life insurance, annuity and investment products to help meet your current financial needs.

Happy Valentines Day!Don’t just send XOXOs. Show your love by receiving the assistance you need to help protect your val...
02/14/2022

Happy Valentines Day!

Don’t just send XOXOs. Show your love by receiving the assistance you need to help protect your valentine. Call me at 704-450-3511 for a complimentary financial review and customized report. Together, we can assess your needs and prepare you for the long term.

Whether your retirement is years or decades away, it's never too early to learn more about your 401(k) choices. Here's w...
02/11/2022

Whether your retirement is years or decades away, it's never too early to learn more about your 401(k) choices. Here's what to know.

Have you found yourself wondering — how does a 401(k) work when you retire? You'll be happy to know that you have plenty of options. But before you begin planning how to turn your accumulated wealth into a retirement income stream, it's important to fully understand those options.

You may feel you’ve vaulted through 2021, but there are no hurdles to jump if you still want to make an IRA contribution...
01/26/2022

You may feel you’ve vaulted through 2021, but there are no hurdles to jump if you still want to make an IRA contribution count for the last year. You have until April 15.

Happy Thanksgiving to each of my loyal and valued supporters, friends, colleagues and clients.  I truly appreciate your ...
11/25/2021

Happy Thanksgiving to each of my loyal and valued supporters, friends, colleagues and clients. I truly appreciate your backing, especially in the last year. Thanks for being part of my journey here at Western & Southern Life.

As time passes, your needs may change. Thanksgiving is a perfect time to not only be thankful for your loved ones, but a...
11/22/2021

As time passes, your needs may change. Thanksgiving is a perfect time to not only be thankful for your loved ones, but also to help safeguard them if something were to happen to you. Call me today. You may be thankful you did.

Today, November 11, is Veterans Day in which we honor and thank all of the brave men and women of the Armed Forces who h...
11/11/2021

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.

Do you want to work for a Forbes Top-Ranked Insurance Company? Western & Southern Life was included among the 90 insuran...
10/29/2021

Do you want to work for a Forbes Top-Ranked Insurance Company? Western & Southern Life was included among the 90 insurance companies chosen by Forbes as the best in America. Come join my team in Wilmington to see what it’s like working for one of the best. https://www.forbes.com/best-insurance-firms/

Here are some helpful tips about employer-provided life insurance policies.
10/27/2021

Here are some helpful tips about employer-provided life insurance policies.

If you get life insurance through work, you might think you're set. In reality, it's often temporary and might not be enough coverage for your needs. Learn more here. 

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1013 Ashes Drive
Wilmington, NC
28405

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