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For an inside look at Western & Southern Financial Group® and achievements of associates across the company for 2005, please read through our 2005 Business Notes below. You may also want to browse our Business Notes for 2006. For more information on the content listed here, please contact Catherine Huggins, assistant vice president and director of corporate communications, at 513.629.1156.

Business Notes are entered "as issued" historically and are believed to be accurate at the time. No attempt is made to correct or update them based on subsequent events.

August 2005

•   The Western and Southern Life Insurance Company Achieves Listing in 2005 Ward's 50 Benchmark Group
•   Western-Southern Life’s Web Site Achieves No. 5 Ranking

February 2005

•   WSLife.com Jumps Up Nine Spots to No. 13 in DALBAR Ranking

August 30, 2005
The Western and Southern Life Insurance Company Achieves Listing in 2005 Ward's 50 Benchmark Group
The Western and Southern Life Insurance Company was listed among the top 50 companies that "have excelled at balancing safety, consistency and performance over the past five years (2000-2004)," according to the Ward Group, a Cincinnati-based management consulting firm specializing in the insurance industry.

Each year, the Ward Group analyzes the financial performance of insurance companies in the industry and identifies the top performers in each segment. The top 50 companies are referred to as the Ward's 50 Benchmark Group. The Western and Southern Life Insurance Company is one of only two Cincinnati-based companies to be listed in the Ward’s 50 Benchmark Group. For this recognition, Ward Group analyzed approximately 1,000 life-health companies.

By continuing to work hard today to build the ideal company for tomorrow, Western & Southern Financial Group continues to be a leader in the financial services industry.

For more information on the content listed here, please contact Catherine Huggins, assistant vice president and director of corporate communications, at 513.629.1156.

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August 19, 2005
Western-Southern Life’s Web Site Achieves No. 5 Ranking
In the second quarter of 2005, WSLife.com was ranked No. 5 by DALBAR, up from No. 15 at the end of the first quarter among the top 25 Web-based technology firms within the insurance, annuity and mutual funds industry.

As one of the leading financial services research firms, DALBAR measures the performance of customer service programs and Web sites in the financial services industry on a quarterly basis. Major improvements to WSLife.com during the second quarter of 2005 included:
 
  • Consumers received confirmation e-mails when service requests and profile changes were completed on their accounts;
  • An e-mail service was available for informing consumers when their most recent statements were posted to the site;
  • Once logged into their accounts, users had access to a feature that pre-filled account services forms with the consumer’s information;
  • Agent-of-record contact information was made available from all secure areas of the site;
  • An educational article was added to WSLife.com that addressed the costs of postponing saving for retirement; and
  • The "Investing for Kids" section was added to the site.
As the No. 5-ranked Web site, WSLife.com will continue to be published in National Underwriter as well as DALBAR’s Quarterly Web Rankings Report with other "Top 5" life insurance and annuity consumer Web sites, which include Fidelity (1), Lincoln Life (2), New York Life (3) and Guardian Investor (4).

For more information on the content listed here, please contact Catherine Huggins, assistant vice president and director of corporate communications, at 513.629.1156.

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February 25, 2005
WSLife.com Jumps Up Nine Spots to No. 13 in DALBAR Ranking
DALBAR has ranked WSLife.com No. 13 among Web-based technology firms within the insurance, annuity and mutual funds industry. This ranking at the end of the fourth quarter of 2004 was up from No. 22.

As one of the leading financial services research firms, DALBAR measures the performance of customer service programs and Web sites in the financial services industry on a quarterly basis.

Major improvements to WSLife.com during the fourth quarter of 2004 led to this rating. Among improvements mentioned by DALBAR are the launch of a new expanded site tour using iframes technology for easier site maintenance; illustrated guides, which provide investors with a better understanding of the different statements that are sent out with an insurance policy or annuity contract; a revised and updated Tax Information Guide for the 2004 tax year; and secure e-mail forms to protect the privacy of user account inquiries.

As the No. 13-ranked Web site, WSLife.com will continue to be published in National Underwriter as well as DALBAR’s Quarterly Web Rankings Report.

For more information on the content listed here, please contact Catherine Huggins, assistant vice president and director of corporate communications, at 513.629.1156.

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     Updated 2/20/2008