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Western & Southern Financial Group  

Hermitage Road - Hermitage, PA 16148
marc.lockhart@wslife.com
Western & Southern Financial Group is a full service financial services company. Founded in 1888 in Cincinnati, OH, we offer a wide range of products to individually fit each clients unique circumstances.

Marc Lockhart - 724-971-3863  

Financial Representative

Services
Business 401K & SEP Plans
Financial Planning & Investment Advice
Insurance - Annuities
Insurance - Long Term Care
Life Insurance - Business
and more...

Licenses
Life, Accident, and Health insurance, Series 6, Series 63

Insurance
Life (term & whole) Long-Term Care Critical Illness

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: Just call me at 724-971-3863. Many people have found it very beneficial to get a FREE financial review. It makes them think about things they otherwise would not have. It open their eyes. There are no strings attached to the FREE financial review, at that point the ball is in their court.

Q: What is the most common type of project or service your company provides?
A: Life insurance is our core product but planning for a comfortable retirement is also at the forefront.

Q: In what ways is your company environmentally friendly?
A: We recycle paper, bottles, and cans at our office.

Q: What would you like your customers to know about your company?
A: Western & Southern was established in 1888. We are a Fortune 500 company and the 5th most financially secure company in our industry. I focus on families and how I can help them to thrive in the long term.

Q: What is your company best known for?
A: Western & Southern is very well known for helping the communities we serve through volunteer work.

Q: What separates your company from the competition?
A: Our target market is the middle American family. We serve the steel worker to the waitress, the cashier to the electrician. We offer products for every budget.

Q: Does your company offer a warranty or guarantee?
A: Insurance policies offer a free look period which allows a client to end the policy and have returned all premium paid.

Q: What questions do customers most frequently ask you? What is your answer?
A: People often ask if they need life insurance because they have some through work. My answer is yes you should have some. Almost all life insurance through work ends when you no longer work there. Life insurance premiums are based on health and age. Hopefully you will live to retirement. Price a policy at 65 verses at 30. You will probably pay less overall if you buy at 30. EVERYONE should have enough while life insurance for final expenses.

Q: Does your company offer discounts to senior citizens or veterans?
A: No

* All information in this profile, including licensing, has been provided by Western & Southern Financial Group. This information is not verified by ProMatcher.

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