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  • Angelia Holthaus, Pearse McCormack Promoted at W&S Financial

    February 15, 2018 by W&S Financial Group

    CINCINNATI – Feb. 15, 2018 – W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has made two key management appointments.

    Angelia (Angie) Holthaus, CRPC®, has been promoted to vice president of relationship management for financial institutions and broker-dealers. She replaces Charles E. White, CRPC, who retired after 19 years with Western & Southern. Holthaus joined W&S Financial Group Distributors in 2005 as a national accounts director for broker-dealers. She was promoted to associate vice president in 2009 and vice president of national accounts for broker-dealers in 2015.

    Prior to that, Holthaus was with Edward Jones, Fidelity Investments, Kemper Funds and DST Systems. She majored in accounting at Missouri State University. She holds FINRA Series 7 and 63 registrations, life and health insurance licenses and is a Chartered Retirement Planning CounselorSM (CRPC).

    “Angie has demonstrated outstanding leadership during her 13-year tenure with the company,” said Mark E. Caner, president of W&S Financial Group Distributors. “Her effectiveness and expertise make her the best choice to lead our efforts to support and expand business opportunities with banks, credit unions, savings and loans and broker-dealers.”

    Pearse McCormack has been promoted to sales manager of life insurance for financial institutions. McCormack joined W&S Financial Distributors in 2012 as a regional life consultant and was promoted to managing regional life consultant in 2016. Prior to that, he was with Financial Resources Group, formerly LPL Financial, in Lake Success, New York, and New York Life Insurance Company in New York. He holds a bachelor’s degree in business administration from Hofstra University in Hempstead, New York. He has FINRA Series 6, 7 and 63 registrations and life and health insurance licenses.

    “With his impressive track record of success, Pearse is a valuable resource as we assist financial institutions and their professionals in expanding their life insurance opportunities,” said Caner.

     

     

     

     

    About W&S Financial Group Distributors, Inc.
    W&S Financial Group Distributors, Inc. (WSFinancialPartners.com) distributes fixed, variable and immediate annuities and life insurance products from Western-Southern Life Assurance Company, The Western and Southern Life Insurance Company, Integrity Life Insurance Company and National Integrity Life Insurance Company, all member companies of Western & Southern Financial Group, Inc. Variable products are distributed through Touchstone Securities, Inc.* Marketing through a national network of broker-dealers, financial advisors, independent agents and financial institutions, W&S Financial Group Distributors assists financial professionals in helping Americans invest, protect and manage risk for their retirement and legacy. For more information, visit WSFinancialPartners.com/MediaCenter.

    *A registered broker-dealer and member FINRA/SIPC.

    About Western & Southern Financial Group
    Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, and celebrating 130 years this year, Western & Southern Financial Group, Inc. (Western & Southern), a Fortune 500 company, is now the parent company of a group of diversified financial services businesses. Its assets owned ($48 billion) and managed ($27 billion) total $75 billion as of Dec. 31, 2017. Western & Southern is one of the strongest life insurance groups in the world. Its six life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company) maintain very strong financial ratings and a Comdex Ranking of 96. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.;1 IFS Financial Services, Inc.; Peppertree Partners LLC;1 Touchstone Advisors, Inc.;1 Touchstone Securities, Inc.;2 W&S Brokerage Services, Inc.;2 and W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit WesternSouthern.com. Western & Southern is the title sponsor of six major community events every year, including the Western & Southern Open (WSOpen.com), a premier event in the U.S. Open Series played each August by the world’s top-ranked tennis professionals.

     

    Originally Posted at Advisor Magazine on February 15, 2018 by W&S Financial Group.

    Categories: Industry Articles
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