ACE and Assurex Study: Targeting the Rich | Liability Lawsuits and the Threat to Families

Author: Kimberly Lucarelli | Date:February 9th, 2016 | Category: Blog, Business Risk, Personal Risk

Survey Shows Wealthy Have Growing Concerns But Underestimate Danger of Multi-Million-Dollar Verdicts If you have a growing concern that your wealth could make you a target for lawsuits, you are not alone. ACE conducted a survey of households with $5 million or more in investable assets and found that 82 percent of the respondents believe […]

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Amplify Your Charitable Gifts While Reducing Taxes

Author: Ron Boynar | Date:January 4th, 2016 | Category: Blog, Business Risk, Personal Risk

Have you ever wished to make a “sizable” donation to your college alma mater, a favorite charity, or other non-profit organization, but feel you might lack the financial resources? Individuals can invest their money in tax-free life insurance programs to significantly amplify their charitable gift amount at the time of death. Other benefits of this strategy […]

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Kim Lucarelli Featured in Cyber Security ThinkAdvisor Article

Author: oswaldcompanies | Date:December 10th, 2015 | Category: Blog, Personal Risk

Oswald’s Kim Lucarelli, CIC, CAPI, was featured in a recent article Love the Internet of Things? So Do Identity Thieves by Kathleen Tierney, COO of Chubb. The article was published on ThinkAdvisor.com, a web-based network that provides comprehensive and accessible resources and knowledge for the Investment Advisory community. The article focuses on the heavy hitters in the identity theft […]

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ACE and Assurex Study: Wealth at Risk | Don’t Overpay To Be Underinsured

Author: Kimberly Lucarelli | Date:November 3rd, 2015 | Category: Blog, Business Risk, News, Personal Risk

Are you spending your hard-earned wealth wisely when it comes to insurance? In 2010 and 2012, ACE Private Risk Services® conducted a survey of more than 600 independent insurance brokers and asked if their clients were over or underinsured with their mass-carrier insurance for 21 types of coverage. The results were not supportive of mass-carrier […]

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Oswald’s Kim Lucarelli Earns Certified Advisor of Personal Insurance Designation By Wharton and Chubb

Author: oswaldcompanies | Date:October 26th, 2015 | Category: Blog, Business Risk, News, Personal Risk

Cleveland, OH, Oct. 26, 2015— Kimberly Lucarelli of Oswald Companies in Cleveland, has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb Personal Insurance. Lucarelli is among a group of 39 agents in this inaugural class […]

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Covering All Bases For Athletes With Commercial General Liability Insurance

Author: oswaldcompanies | Date:May 28th, 2015 | Category: Blog, Business Risk, Personal Risk, Property & Casualty

Don’t assume that an athlete’s personal insurance (their general liability from a homeowner’s policy or personal umbrella coverage) or even the league itself will cover a player promoting their celebrity off the field. It’s important to know that this is NEVER the case, but insurance products are available through select markets to manage the liability exposures […]

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Protect the Net: Join Oswald for a Webinar to Discuss Sports Concussion Litigation

Author: oswaldcompanies | Date:February 26th, 2015 | Category: Blog, Events, Personal Risk

Join Oswald March 4, 2015 at 3 p.m. ET for a webinar on Sports Concussion Litigation. Presented by Noel C. Paul, a commercial litigation attorney with the law firm of Reed Smith LLP in Chicago and moderated by Ron Boynar, Business Development at Oswald, they will discuss lawsuits related to long-term effects of concussions suffered […]

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Protect the Net: Webinar on Insuring Off-Field Exposures for Professional Athletes

Author: oswaldcompanies | Date:February 17th, 2015 | Category: Blog, Business Risk, Personal Risk

Consider the following real-life exposures; which scenario do you believe is covered by a professional athlete’s personal liability or excess liability, also known as, umbrella liability? Your client… is signing autographs at a local bookstore and a child walks by and trips over his/her chair, suffering injuries to his face has a foundation that sponsors a […]

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Oswald Associates to Participate on a Boomer Generation Financial Webinar Series

Author: oswaldcompanies | Date:October 1st, 2014 | Category: Blog, Personal Risk

Join Oswald, Skylight Financial Group and Walthall CPAs for a webinar series that will focus on financial security for the boomer generation.  The webinars will address the unique issues that the boomer generation (ages 50-74) will face. Presenting from Oswald includes Sue Foerster, CEBS, Vice President; Jeffrey Wasserman, Managing Director of Specialty Life; and Brian Feliciano, […]

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Jeffrey Wasserman to speak at the Tau Boule Professional Development Series

Author: oswaldcompanies | Date:September 3rd, 2014 | Category: Blog, Personal Risk

Oswald’s Jeffrey Wasserman, Senior VP and Managing Director of Oswald Specialty Life, will participate in a panel discussion on creating inter-generational wealth.  Other panelists include David Reynolds, Managing Director at J.P. Morgan Private Bank, and Robert Weiss, Managing Director, JP Morgan Chase. Other topics to be discussed include innovation, entrepreneurship, and health and wellness. The […]

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