A holistic approach to life insurance.

With a focus on protection, savings and long-term growth, our comprehensive life insurance service takes a holistic approach to savings, family protection, wealth transfer and executive compensation solutions designed to safeguard both business and personal interests with the goal of improving lives and positively affecting your company’s bottom line.

Our expertise includes:

  • Charitable planning
  • Estate planning
  • Succession planning
  • Executive benefits
  • Annuities
  • Disability income planning
  • Long-term care planning
  • Insurance auditing

Policy audits identify the need for policy revisions, due to tax code changes (split-dollar and loan rescue plans), and product enhancements, resulting in reduced mortality and expense charges. Our advanced planning team will create solutions tailored to meet your life insurance portfolio needs.

Trust the experts at Oswald when it comes to your life insurance needs. Contact us for more information.


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