To support broker-dealers and independent agents
CINCINNATI – July 31, 2017 – W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has promoted Dave Schuckman to regional vice president, broker-dealer and independent agent distribution for the Southwest and West Coast.
Schuckman works consultatively with financial professionals to advance the retirement and legacy planning needs of their clients. He provides training, product information, marketing and sales-support planning and business-building tips and techniques.
“Dave has demonstrated outstanding leadership as he assists financial professionals in developing their practices,” said Daniel J. Downing, senior vice president, broker-dealer and independent agent distribution, W&S Financial Group Distributors. “His effectiveness and expertise make him a valuable resource for helping individuals invest, protect and manage risk for their retirement and legacy.”
Schuckman joined W&S Financial Group Distributors as an internal wholesaler in 2013 and was promoted to team leader in 2014. Prior to that, he was with BNY Mellon for more than five years. Schuckman earned his bachelor’s degree from the University of Cincinnati. He holds FINRA Series 6, 26 and 63 registrations, life and health insurance licenses and the CRPC® designation.
About W&S Financial Group Distributors, Inc.
W&S Financial Group Distributors, Inc. (WSFinancialPartners.com) distributes fixed, variable and immediate annuities and life insurance products from Western-Southern Life Assurance Company, The Western and Southern Life Insurance Company, Integrity Life Insurance Company and National Integrity Life Insurance Company, all member companies of Western & Southern Financial Group, Inc. Variable products are distributed through Touchstone Securities, Inc.* Marketing through a national network of broker-dealers, financial advisors, independent agents and financial institutions, W&S Financial Group Distributors assists financial professionals in helping individuals invest for, live in and manage risk during retirement. For more information, visit WSFinancialPartners.com/MediaCenter.
*A registered broker-dealer and member FINRA/SIPC.
About Western & Southern Financial Group
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. (Western & Southern), a Fortune 500 company (June 7, 2017), is now the parent company of a group of diversified financial services businesses. Its assets owned ($45.5 billion) and managed ($22.3 billion) total $67.8 billion as of March 31, 2017. Western & Southern is one of the strongest life insurance groups in the world. Its six life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company) maintain very strong financial ratings and a Comdex Ranking of 96. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.1; IFS Financial Services, Inc.; Peppertree Partners LLC1; Touchstone Advisors, Inc.1; Touchstone Securities, Inc.2; W&S Brokerage Services, Inc.2; and W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit WesternSouthern.com. Western & Southern is the title sponsor of the Western & Southern Open (WSOpen.com), a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players.
1 A registered investment advisor.
2 A registered broker-dealer and member FINRA/SIPC.
For current ratings, please visit www.westernsouthern.com/industry.asp.