RetireOne® and Western & Southern Financial Group® Partner to Enhance Retirement Planning Solutions for Advisors to Offer SPIA and DIA solutions

This article was originally published on Yahoo! Finance.

Louisville, KY, August 4, 2025 — RetireOne, a leading independent platform for fee-based insurance solutions, in partner with Western & Southern Financial Group.

As part of this partnership, Western & Southern's Deferred Income Annuity (DIA) and Single Premium Immediate Annuity (SPIA) will be made available through RetireOne's Fiduciary Insurance Marketplace. These solutions are designed to help RIAs structure guaranteed income strategies tailored to their clients' retirement planning needs.

In addition, advisors will have access to a Qualified Lifetime Annuity Contract (QLAC) option—an increasingly valuable solution that allows retirement income to be deferred beyond traditional Required Minimum Distribution (RMD) age thresholds set by the IRS.

This collaboration underscores the commitment of both organizations to empower fiduciary advisors with innovative tools to help clients build secure, tax-efficient retirement income plans.

David Stone, CEO, RetireOne says "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. 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."