RetireOne® and Western & Southern Financial Group® Partner to Enhance Retirement Planning Solutions for Advisors to Offer SPIA and DIA solutions

LOUISVILLE, Ky., Aug. 4, 2025 /PRNewswire/ -- RetireOne, a leading independent platform for fee-based insurance solutions, in partner with Western & Southern Financial Group.

As part of this partnership, Western & Southern's Deferred Income Annuity (DIA) and Single Premium Immediate Annuity (SPIA) will be made available through RetireOne's Fiduciary Insurance Marketplace. These solutions are designed to help RIAs structure guaranteed income strategies tailored to their clients' retirement planning needs.

In addition, advisors will have access to a Qualified Lifetime Annuity Contract (QLAC) option—an increasingly valuable solution that allows retirement income to be deferred beyond traditional Required Minimum Distribution (RMD) age thresholds set by the IRS.

This collaboration underscores the commitment of both organizations to empower fiduciary advisors with innovative tools to help clients build secure, tax-efficient retirement income plans.

David Stone, CEO, RetireOne says "We are pleased to add Western Southern as a partner on our platform. They have highly competitive rates, a strong financial rating and a commitment to serving retirement clients and advisors. Working with Western Southern allows our advisors access to a growing marketplace of highly competitive fee-based/advisory solutions."

"Western & Southern is proud to offer advisors the solutions they need to serve clients with confidence," said Mark Caner, president of W&S Financial Group Distributors, a wholly owned subsidiary of Western & Southern Financial Group. "This collaboration, executed through W&S Financial Group Distributors, expands access to income products designed to support secure and efficient retirement plans."

About Western & Southern Financial Group

Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc., a Fortune 500^® company at No. 310, is the parent company of a group of diversified financial services businesses. Its assets owned ($84.8 billion) and managed ($42.1 billion) totaled $126.9 billion as of June 30, 2025.¹ Western & Southern is one of the strongest life insurance groups in the world. Its seven life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Gerber Life Insurance Company,² Integrity Life Insurance Company, The Lafayette Life Insurance Company, and National Integrity Life Insurance Company) maintain very strong financial ratings. Other member companies include Eagle Realty Group, LLC; Fabric by Gerber Life; Fort Washington Investment Advisors, Inc.;³ Gerber Life Agency;⁴ IFS Financial Services, Inc.; Touchstone Advisors, Inc.;³ Touchstone Securities, Inc.;⁵ W&S Brokerage Services, Inc.;^3,5 and W&S Financial Group Distributors, Inc.⁶ Western & Southern is a title sponsor of several major Cincinnati events every year. From 2002 to 2023, it served as the title sponsor of the nation's longest-running professional tennis tournament played in its city of origin, the Western & Southern Open. The renamed Cincinnati Open is one of nine ATP Masters 1000 tournaments, the world's premier tournaments after the Grand Slams, and a WTA 1000 tournament. The company proudly continues to serve as a major sponsor.

1. The financial information presented here is preliminary and unaudited.
2. Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company.
3. A registered investment advisor.
4. In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC.
5. A registered broker-dealer and member FINRA/SIPC.
6. W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA).
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   From Fortune. ©2025 Fortune Media (USA) Corporation. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media (USA) Corporation and are used under license. Fortune and Fortune Media (USA) Corporation are not affiliated with, and do not endorse products or services of, Western & Southern Financial Group.

About RetireOne 

Serving over 1,200 RIAs and fee-based advisors since 2011, RetireOne® is a leading, independent platform for fee-based insurance solutions. With offerings from multiple "A" rated companies, RIAs may access this fiduciary marketplace at no additional cost to them or their clients. Currently servicing over $2 billion of retirement savings and income investments, RetireOne continues to grow in its mission to provide advisors and their clients' valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. Learn more at RetireOne.com and follow us on X @RetireOne and LinkedIn. 

Media Contacts

RetireOne
Ed Mercier
[email protected]
925-478-7790

SOURCE RetireOne