Paul Stein

SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings

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SECURE Act 2.0: 14 Ways the Proposed Law Could Change Retirement Savings | Kiplinger The House-passed bill would automatically enroll some workers in retirement plans, raise the mandatory age for RMDs, and much more.

Did you know life insurance can play a role in your mortgage strategy? Learn how the death benefit from a life insurance policy from Western & Southern Life can help keep a roof over loved ones’ heads should something happen to you.

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What’s the Diehl with Mortgage Needs? In this video, Bill Diehl will cover mortgage needs. Western & Southern LifeTo learn more about our company, visit us online at https://www.westernsouthern.c...

For small-business owners, a competitive employee benefits package provides many benefits. Learn how W&S Life could help you build one for your business.

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Have questions? Contact Paul today at 260-271-9766. I’m happy to schedule a consultation to help your business and its employees be successful.
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How Small Businesses Can Build an Attractive Employee Benefits Package | Western & Southern Financial Group For small-business owners, a competitive employee benefits package provides many benefits. Learn how you could build one for your business.