Media Center

Oswald Financial, Inc. Named to 2019 Financial Times 401 Top Retirement Advisers

CLEVELAND – Oct. 11, 2019 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

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Oswald Companies Announces Acquisition of InsureOne Benefits, Inc.

CLEVELAND – Oct. 7, 2019 – Oswald Companies, one of the largest independently owned insurance brokerages in the U.S., has announced the acquisition of InsureOne Benefits, Inc. InsureOne Benefits is a health insurance and Medicare benefits brokerage firm, based in Litchfield, Ohio, which specializes in delivering individual and family health…

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[VIDEO] Health Care and Aging Services: Solutions to Protecting Client Assets and Profitability

Jake Pease

This risk update is a feature presented by Oswald’s Aging Services Specialty Practice.

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Women in Insurance: Changing the Landscape of Leadership

As Oswald has evolved over years of taking care of our employees and clients, it was evident to me – at the turn of this decade – that the landscape was changing. Clients, our team, the community; they were becoming more diverse. Diverse in the way they interact, diverse in…

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[VIDEO] Data-Driven Strategies: Containing Costs in your Health Benefits Plan

Tracey Jaycox

This benefits update is a feature presented by Oswald’s Strategic Accounts Group.

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Oswald CIO Jennifer Morrissey to Present at the 2019 Inspire Innovation Conference Sept. 23

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CLEVELAND – Sept. 10, 2019 –  Oswald’s Chief Information Officer Jennifer Morrissey will present the session “Accelerating Operational Excellence With Technology,” at the 2019 Inspire Innovation Conference, hosted by Vantage Agora, a global provider of remote staffing services, software products and consulting services. As CIO of Oswald Companies, one of the…

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Oswald Companies Named 2019 Winner of Michigan’s Best and Brightest in Wellness Awards Program

oswaldcompanies

Oswald Companies, a full-service risk management and employee benefits brokerage firm in Bloomfield Hills, was recently recognized as one of Michigan’s 2019 Best and Brightest in Wellness® under the employer category. The award celebrates companies that are striving to make their workplaces, their employees and the community a healthier place…

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Cybersecurity 2019: Challenges and Changes: Sept. 26 Seminar

oswaldcompanies

Does your company understand the current landscape of cyber crime and security? Is there a continuity plan in place for response from a legal, forensic and regulatory perspective? Join us Thursday, Sept. 26 at The Country Club, for a panel discussion as we unpack the complicated topics surrounding cyber, potential…

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Creating Strong and Diverse Organizations: Sept. 17 Seminar

oswaldcompanies

Join us in Cincinnati, Tuesday, Sept. 17 at the Hilton Garden Inn Midtown, to learn how businesses can benefit from a strategy that recognizes the opportunities in bringing diverse perspectives and service offerings to the table. Come hear the Taylor Oswald story from CEO Eddie Taylor, meet the rest of…

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3 Simple Steps To Make Life Easier as a Professional Woman

Carole Barita

As a professional woman, I have many responsibilities to juggle and a busy social life. The need to do more with less at work and home, leaves me, at times, stressed out. I’m sure you can relate to feeling overwhelmed and stressed out as you juggle both worlds. Here are…

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