The document discusses strategies for protecting a family's financial security such as income protection, survivor income, investments, retirement savings, medical concerns, estate planning, business planning, and wealth creation. It addresses managing unforeseen events, accumulating and managing wealth and estates, and preparing for retirement and college savings. The document was created by Western & Southern Life Insurance Company to provide financial planning advice to families.

1. Family
Strategies
Income
Protection
Family
Vision
Survivor
Income
Financial
Security
Salary
Protection
Family
Legacy
Medical
Concerns
Investments Retirement
Emergency
Funds
Social
Security
Review
College
Savings
401k/IRA
Employer
plans
Tax-
Efficiency
Lifetime
Income
Planning
Estate
Planning*
Business
Planning
Wills/Trusts
Exit
Strategy
Estate
Distribution
Key Person
Retention
Wealth
Creation
Business
Continuity
You and Your Family
The Western and Southern Life Insurance Company
Western-Southern Life Assurance Company
Home office: Cincinnati, Ohio. Securities offered through W&S Brokerage Services, Inc. (W&SBSI), a
registered broker-dealer. Member FINRA and SIPC. W&SBSI and Western & Southern Life are affiliated
companies.
L-1325-A 1409
*Please consult an estate planning attorney when setting up an estate plan.
Direct:
Office:
Managing the
Unforseen
Wealth
Accumulation
Management
of the Estate
Kyle T. Gleich, Registered Representative
576 Industrial Parkway, Suite A
Heath, Ohio 43056
614-216-8099
740-522-3202
kyle.gleich@wslife.com