RetireOne® and Western & Southern Partner to Enhance Retirement Planning Solutions
Louisville, KY – July 30, 2025 – RetireOne, a leading independent platform for fee-based insurance solutions, has announced a partnership with Western & Southern Financial Group® to offer advisors new guaranteed income solutions via its Fiduciary Insurance Marketplace.
As part of this partnership, Western & Southern’s Deferred Income Annuity (DIA) and Single Premium Immediate Annuity (SPIA) will be made available through the RetireOne platform. These annuity solutions are designed to help Registered Investment Advisors (RIAs) implement customized retirement income strategies for clients.
Additionally, fiduciary advisors will gain access to a Qualified Lifetime Annuity Contract (QLAC) option—an increasingly valuable solution that allows retirement income to be deferred beyond the IRS’s Required Minimum Distribution (RMD) thresholds, offering greater flexibility in retirement income planning.
“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,” said David Stone, CEO of RetireOne. “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.”
This partnership highlights the ongoing commitment of both organizations to equip fiduciary advisors with innovative, tax-efficient, and secure solutions to help clients achieve their retirement goals.
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 diversified group of financial services businesses. Its assets owned ($84.8 billion) and managed ($42.1 billion) totaled $126.9 billion as of June 30, 20251. Western & Southern is recognized as one of the strongest life insurance groups in the world.
Its life insurance subsidiaries include The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Gerber Life Insurance Company2, Integrity Life Insurance Company, The Lafayette Life Insurance Company, and National Integrity Life Insurance Company—all maintaining very strong financial ratings.
Other affiliated companies include Eagle Realty Group, LLC; Fabric by Gerber Life; Fort Washington Investment Advisors, Inc.3; Gerber Life Agency4; 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 prominent sponsor of major Cincinnati events. From 2002 to 2023, it served as the title sponsor of the Western & Southern Open—the longest-running professional tennis tournament played in its original city. The event, now the Cincinnati Open, is an ATP Masters 1000 and WTA 1000 tournament, ranking just below the Grand Slams.
1 Preliminary and unaudited.
2 Gerber Life is a registered trademark of Société des Produits Nestlé S.A. Used under license.
3 A registered investment advisor.
4 In California, Gerber Life Agency, LLC operates 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).
Review our current financial ratings.
From Fortune. ©2025 Fortune Media (USA) Corporation. All rights reserved. Fortune and Fortune 500 are registered trademarks used under license. Fortune and Fortune Media (USA) Corporation 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. RIAs can access this fiduciary marketplace—featuring solutions from multiple “A” rated insurance carriers—at no additional cost to themselves or their clients.
Currently servicing over $2 billion in retirement savings and income investments, RetireOne remains committed to offering retirement solutions that are simple, transparent, and backed by top-tier service.
Learn more at RetireOne.com and follow us on X @RetireOne and LinkedIn.
Media Contacts
RetireOne
Ed Mercier
Ed.Mercier@RetireOne.com
925-478-7790
