Portfolio

Lafayette Life Enhances Retirement Services Sales Team

A continued focus on the small business market

CINCINNATI – Aug. 13, 2020 – The Lafayette Life Insurance Company, a member of Western & Southern Financial Group, has enhanced its retirement services sales team to better serve its customers.

“Lafayette Life has a long history of helping small business owners plan for the future by leveraging the benefits and efficient tax planning offered by a qualified retirement plan,” said John H. Bultema III, Lafayette Life’s president and chief executive officer. “We have increased and enhanced our Retirement Services sales team to respond to the growing demand among small businesses for our services, and to help us better serve our current and future customers.”

New Additions

Warner Off, who started his career with Lafayette Life’s parent company, Western & Southern, in 2016, has joined Lafayette Life as assistant vice president of Retirement Services. He is responsible for leading the Retirement Services inside sales team and helping to close and fund new plans referred from the regional sales teams. Off reports to Cheryl Jorgenson, vice president of Retirement Services. Prior to joining Western & Southern, he spent 11 years at the law firm of Dinsmore & Shohl LLP, serving as a partner in the corporate department of the firm. Off has a bachelor’s degree in history from Yale and a law degree from Emory University.

Ryan Wells, director of Retirement Services Operations, also reports to Jorgenson and oversees all business operations in Retirement Services. Wells has been with Lafayette Life since 2013. He has 19 years of pension experience and superior technical knowledge in the small plan market. He graduated from Northern Kentucky University with a bachelor’s degree in marketing, and he holds QPA, QKA and CPC designations from the American Society of Pension Practitioners and Actuaries.

Joseph A. D’Alconzo III joined Lafayette Life as senior pension sales consultant of Retirement Plans this year and reports to Off. He is responsible for identifying new sales opportunities, consulting on new and existing business, and responding to inquiries from new and existing Lafayette Life clients, customers, financial advisors and employers. He delivers expert technical consulting services with respect to qualification and record keeping associated with defined contribution and defined benefit plans. Prior to joining Lafayette Life, D’Alconzo worked at One America Financial Partners, Aspire Financial, WCI Communities, T. Rowe Price Investment Services and Waddell & Reed Financial Services. He has a bachelor’s degree in management and an MBA from the University of South Florida.

We have increased and enhanced our Retirement Services sales team to respond to the growing demand among small businesses for our services, and to help us better serve our current and future customers...

Mark Ditondo, vice president of Retirement Services Sales, has been added to the retirement services effort to help drive new plan sales. Reporting to Larry Silverstein, Lafayette Life’s senior vice president and chief marketing officer, Ditondo works closely with Jorgenson, Off and Lafayette Life’s regional sales vice presidents to grow qualified plan business and Retirement Services’ life and annuity premium. He started his career with Met Life as a financial representative and advanced through several management positions before joining Lafayette Life in 2014.

“We welcome Warner and Joseph to Lafayette Life,” Jorgenson said. “Their addition to the team with the announced changes will enhance our retirement services ability to handle more sales volume while meeting the needs of our current clients.”

 

 

 

1 A registered investment adviser.
2 A registered broker-dealer and member FINRA/SIPC.
About Lafayette Life Insurance Company
With more than one hundred years of service to policyholders, The Lafayette Life Insurance Company is a financially strong provider of individual life insurance, annuities, and retirement and pension products and services. Lafayette Life is a member of Western & Southern Financial Group, Inc., a family of financial services companies whose heritage dates back to 1888. With the strength of our organization and our ongoing commitment to servicing you, your business and your family, The Lafayette Life Insurance Company is a company you can depend on. Find out more about our financial strength and distinguished history at Lafayette Life Insurance Company.
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, is the parent company of a group of diversified financial services businesses. Its assets owned ($59.4 billion) and managed ($29.6 billion) totaled $89 billion as of June 30, 2020. 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, 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; Fort Washington Investment Advisors, Inc.;1 IFS Financial Services, Inc.; Touchstone Advisors, Inc.;1 Touchstone Securities, Inc.;2 W&S Brokerage Services, Inc.;1,2 and W&S Financial Group Distributors, Inc. Western & Southern is the title sponsor of seven major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players.