Kate Goldsmith
Advanced Markets
Columbus Life Insurance Company

Topic: Advanced Markets: Dedicated to Your Success

In this session, we’ll review how Advanced Markets can be your partner in success, focusing on a few popular strategies that can help clients adapt to changing times and circumstances and still build a lasting legacy – the standby trust, special needs trusts, buy-sell agreements and more.

Biography
Katherine D. Goldsmith, JD, CLU^®, ChFC^®, ChFC^®, ChSNC^®
Katherine (“Kate”) Goldsmith currently serves as Assistant Vice President, Advanced Markets, for Western & Southern Financial Group and is a registered representative of W&S Brokerage Services, both headquartered in Cincinnati, Ohio. Prior to joining Western & Southern, Kate was Assistant Counsel for The Ohio National Life Insurance Company and its affiliated companies for 15+ years. 

Before becoming in-house counsel, Kate was in private practice as an associate with the Litigation Department of Taft, Stettinius & Hollister, a Midwest law firm headquartered in Cincinnati, Ohio. Kate graduated with a Bachelor of Arts degree and later a law degree from The Ohio State University. She holds FINRA Series 7 and 24 securities licenses, and the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Special Needs Consultant professional designations from the American College of Financial Services. Kate has presented numerous times at national industry conferences, as well as at national and local events for both consumers and agents sponsored by Western & Southern Financial Group and non-profit organizations. Kate has published numerous articles of interest for producers of Western & Southern Financial Group’s family of life companies and prides herself on being a problem solver.