Oswald Specialty Life
The Oswald Specialty Life team focuses on protection, savings and long-term growth to enhance our clients’ comprehensive planning. We offer an extensive assortment of savings and executive compensation solutions to safeguard business and personal interests. Our associates provide expertise and guidance through insurance auditing, estate planning and succession planning, tax management, employee benefits and long term care planning. Some of the key strategies and products include:
Strategies:
- Wealth Management
- Key Person Life Insurance
- Charitable Giving
- Corporate Succession Planning
- Buy-Sell Plans
- Executive Bonus Plans
- Deferred Compensation Plans
- Executive Group Carve-Out Plans
Products:
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Fixed Annuities
- Variable Annuities*
- Policy Audit Services
* Jeffrey Wasserman is a Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, (888) 600-4667. Securities products and services offered through PAS. Oswald Companies is not an affiliate or subsidiary of PAS.
PAS is a member of NASD, SIPC.
Securities licensed in: Ohio