Western International Securities Offers Its Advisors a New Disability Insurance Program

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Western adds Rep benefits and promotes risk management.

Western International Securities(WIS) and CPS Insurance Services recently facilitated the development of a Disability Insurance Program that will be offered to all Western International Securities Registered Representatives, their licensed assistants and Independent Registered Investment Advisors.

“This new benefit program is in addition to the current partner program which was rolled out in 2011 that provides Western Reps with access to several health insurance options and coverage,” said Carolyn Armitage, CFP®, CIMA®, Managing Director, WIS.    

WIS’ Disability Insurance Program is for its Registered Representatives that are 60 and under, and meet established plan criteria. Advisors have the option to choose any or all of the following programs at discounted rates:

  •     Disability Income (insures earnings)
  •     DI Retirement Security (insures retirement savings)
  •     Overhead Expense Coverage (pays the fixed expenses of a business)

“We’re extremely pleased to be able to offer this new program to our Advisors. If you don't have adequate Disability Coverage and are disabled, the financial consequences to our Advisors and their families can be devastating,” said Donald Bizub, Chief Executive Officer of Western International Securities. “WIS has over 250 Advisors and is growing its advisory business that is cleared through J.P. Morgan Clearing Corp. and Pershing, LLC,” said Bizub.

Western International Securities is among the largest independent broker/dealers clearing through J.P. Morgan Clearing Corp. Through its clearing agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices in all major financial centers nationwide.


If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com or 888-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com.

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Ecri Gutierrez
Western International Securities
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