August 30, 2016 3:27 AM ET

Insurance

Company Overview of Western & Southern Financial Group, Inc.

Company Overview

Western & Southern Financial Group, Inc. provides financial services to individuals and businesses in the United States. It offers insurance for whole life, term life, and universal life, as well as for accident, critical illness, health, long-term care, Medicare supplement, and disability income insurance; flexible-premium deferred variable, flexible-premium deferred, single-premium deferred, and single-premium immediate annuities; mutual funds and retirement management strategies; and financial investment, real estate investment, and other services. Western & Southern Financial Group, Inc. was formerly known as The Western and Southern Life Insurance Company and changed its name to Western...

400 Broadway

Mail Station #90

Cincinnati, OH 45202

United States

Founded in 1888

Phone:

513-629-1800

Fax:

513-629-1220

Key Executives for Western & Southern Financial Group, Inc.

Chairman of the Board, Chief Executive Officer and President
Age: 67
Chief Financial Officer and Senior Vice President
Chief Marketing Officer, Senior Vice President, Chief Executive Officer of IFS Financial Services Unit and President of IFS Financial Services Unit
Age: 61
Chief Executive Officer of Fort Washington Investment Advisors Inc and President of Fort Washington Investment Advisors Inc
Age: 67
President of W&S Agency Group and President of W&S Brokerage Services Inc
Compensation as of Fiscal Year 2016.

Western & Southern Financial Group, Inc. Key Developments

Western & Southern Financial Group Announce Management Changes

Western & Southern Financial Group is shifting around its management team to fill the holes left by the exit of two C-suite executives. Robert Walker will retire March 31, 2016 as CFO and senior vice president. Steve Kreider will vacate the chief investment officer role he has held for less than two years but will remain with the company as a consultant. They are two of Western & Southern's seven senior vice presidents. Walker is retiring after 18 years with the insurance giant, which has $42 billion in assets. Kreider, who spent eight seasons as a wide receiver for the Cincinnati Bengals, has been traveling back and fourth to Philadelphia, where his family lives. Western & Southern is filling those positions with several moves effective April 1, 2016. One of its other senior vice presidents, Jon Niemeyer, will become chief administrative officer in addition to keeping his present general counsel position. In that newly created position, Niemeyer will oversee newly promoted CFO Bradley Hunkler. Niemeyer will also be in charge of the company's actuarial, controller, risk management, tax and treasury departments. The company will promote Roger Lanham and Brendan White to co-chief investment officers, replacing Kreider's role. They'll both be senior vice presidents in their expanded roles at the company's Fort Washington Investment Advisors unit. Both have decades of experience with Fort Washington and will work closely with that firm's CEO, Maribeth Rahe.

W&S Financial Group Distributors, Inc. Announces Management Changes

W&S Financial Group Distributors, Inc. has made two key management appointments. Edward P. Seeger, CRPC, has been promoted to managing regional vice president, independent agents. He joined W&S Financial Group Distributors as an internal wholesaler in 2009. He was promoted to regional vice president in 2012 and senior regional vice president in 2014. His background also includes experience at several multinational financial services providers. Edward continues to perform exceedingly well in assisting financial professionals in building their practices. Pearse McCormack has been promoted to managing regional life consultant, financial institutions, for greater New York and New England. McCormack joined W&S Financial Distributors in 2012 as a regional life consultant. Prior to that, he was with Financial Resources Group, formerly LPL Financial, in Lake Success, New York, and New York Life Insurance Company in New York.

Joshua Swogger Names as Divisional Vice President at The Western and Southern Life Insurance Company

Joshua Swogger has been named divisional vice president at The Western and Southern Life Insurance Company to lead business and staff development for Maryland, West Virginia, Pennsylvania and Ohio. Swogger will lead an aggressive recruiting initiative with plans to add 50 financial representatives to his current staff of 165. Western & Southern Life's financial representatives provide middle-income Americans access to life insurance, annuities and retirement services.

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