Oswald Specialty Life
Oswald Specialty Life team focuses on protection, savings, and long-term growth to enhance your comprehensive planning. These services include insurance auditing, estate planning and succession planning, and long-term care planning. But we also offer an extensive assortment of savings and executive compensation solutions frequently needed by our exceptional clients.
Some key strategies
- Key person life insurance
- Charitable giving
- Corporate succession planning
- Buy-sell plans
- Executive bonus plans
- Deferred compensation plans
- Executive group carve-out plans
Some key products
- Life insurance
- Long-term care insurance †
- Disability insurance †
- Variable annuities*
- Policy audit services
- Fixed annuities
(*) Jeffrey Wasserman is a Registered Representative of Park Avenue Securities LLC (PAS), 25101 Chagrin Blvd., Ste# 100, Beachwood, OH. Securities products and services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company or America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Oswald Companies is not an affiliate or subsidiary of PAS.
(†) Disability income and long-term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.
This information on this site is intended for the residents of California, Florida, Illinois, Michigan, Minnesota, New York, Ohio, Oklahoma, Pennsylvania, Texas, Virginia and Washington. The financial representatives of Oswald Specialty Life are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Donna Anderson at (216) 367-5990.
PAS is a member of FINRA (www.finra.org), SIPC (www.sipc.org)
Securities licensed in: Ohio.
If having trouble with( hyperlinks, please go to: www.sipc.org/how/sipclogo.cfm)