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 Business Notes gives an inside look at Western & Southern Financial Group® and highlights achievements of associates across the company for 2006. You may also read through our 2005 Business Notes Archives. 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.  July 2006
June 2006
May 2006
February 2006
July 20, 2006 Western & Southern Named "Top 50" Insurance Company by The Ward Group The Western and Southern Life Insurance Company was listed as one of The Ward Group’s 50 Top Performing Insurance Companies for 2006. Ward is an operational consulting firm and a leading provider of benchmarking and best practices to the insurance industry. To select the top performers each year, Ward analyzes the financial performance of over 3,000 property-casualty insurance companies and 900 life-health insurance companies that are based in the United States. The Ward recognition means that each winner has passed all safety and consistency screens and achieved superior performance over the five years of analysis.
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June 21, 2006 All W&SFG’s Life Insurance Companies Receive Highest Rating from A.M. Best On June 21, 2006, all of Western & Southern Financial Group's® (W&SFG) life insurance member companies received the highest financial strength rating A++ (Superior) from the A.M. Best Co. The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, and National Integrity Life Insurance Company each had its A++ rating affirmed. In addition, The Lafayette Life Insurance Company, W&SFG's newest life insurance company member, was upgraded to A++ (Superior) from A+. All ratings carry a stable outlook. According to A.M. Best, the ratings reflect W&SFG’s superior risk-adjusted capitalization, conservative operating profile, broad product portfolio, expanded distribution and consistent earnings. A.M Best credits the strong regional presence that W&SFG has built, as well as the quality and performance of the company's investment portfolio. These ratings recognize the increasing contribution of the group members to the success of the W&SFG Enterprise, as well as the strong guarantees in place with The Western and Southern Life Insurance Company. A.M. Best Co., established in 1899, is the world's oldest and most authoritative insurance rating and information source.
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June 9, 2006 Fort Washington Earns Top-Performer Ranking The high yield composite managed by Fort Washington Investment Advisors, Inc., (FWI) has earned the top spot on Pensions & Investments’ ranking of commingled fixed income strategies for the five-year period ending Dec. 31, 2005. FWI’s high yield strategy focuses on the higher-quality segments of the High Yield Fixed Income market. The FWI philosophy is that these high yield composite segments offer the best alignment of risk and return, and provide the most favorable opportunity to outperform over a full market cycle while maximizing potential risk-adjusted returns. Fort Washington currently manages high yield assets of $2.3 billion.
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May 26, 2006 IFS Compliance Communications Officer Awarded Bronze Star Tom Shoemake, a Compliance Communications Officer at Integrated Financial Services, Inc. (IFS), a partner organization of Western & Southern Financial Group (W&SFG), has been awarded the Bronze Star for meritorious service in Iraq. The Bronze Star is awarded to members of all branches of U.S. military service who distinguish themselves by heroic or meritorious service, in connection with military operations against an armed enemy. Shoemake, a 17-year Marine Corps veteran and a Major in the Marine Corps Reserves, was called to active duty almost a year ago. He was deployed to Iraq in August 2005. During his nearly nine months in Iraq, Shoemake and the troops under his command disrupted four Al-Qaeda cells in the city of Hit, west of Baghdad. In the course of the operation, Shoemake’s group suffered heavy injuries, including one casualty. Shoemake was one of the injured during this particular operation. Shoemake received the Bronze Star from Ohio Congressman Steve Chabot in a ceremony held in Mt. Adams, in Cincinnati, Ohio.
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February 22, 2006 Capital Analysts Incorporated Had Record Year Capital Analysts Incorporated (CAI) experienced 11 percent in gross revenue growth in 2005. CAI is Western & Southern Financial Group’s® full-service broker/dealer company that provides customized service for independent financial advisors. Capital Analysts’ representatives now manage $6.8 billion of client assets, a record for the company and a 21 percent increase over 2004.
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| Updated 7/31/2007 |
