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Oswald Appoints Jeffery Phillips to Vice President, Senior Sales Executive, Property & Casualty

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CLEVELAND – April 6, 2016 – Oswald Companies has announced the appointment of Jeffery Phillips to the position of Vice President and Senior Sales Executive, Property & Casualty.   “We proudly welcome Jeff to our organization,” said Jessica Jung, Director, Property & Casualty. “His extensive experience is a significant asset…

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Oswald Companies Reinforces its Commitment to Northwest Ohio With Expansion Into New Sylvania Office

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TOLEDO – March 29, 2016 – Oswald Companies, one of the country’s largest independent insurance and risk management firms, is reinforcing its service commitment to the Northwest Ohio region by relocating its office to a larger space on Main Street, in Sylvania. “Oswald has always been committed to our Northwest…

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The All Ohio Convocation is Set for April 27 [EVENT]

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The All Ohio Convocation, a risk management program for the design and construction industry, will take place Wed., April 27, 2016. The full-day annual event, hosted by Oswald Companies, offers 5.5 AIA/ CES credits to attendees and features a panel of presenters to discuss a wide-range of topics including: emerging…

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ROCK Your Retirement Plan With Oswald Financial, Inc. April 28 [EVENT]

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Oswald Financial, Inc. invites you to be our guest for an educational (and fun) seminar at the Cleveland Hard Rock Rocksino. Learn about updates from Washington, D.C. regarding the regulations that can affect your plan, as well as gain insight on the rising trends in financial wellness. Speakers include: John Carl |…

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Sophisticated Risks | The Art of Protecting Your Valuables [EVENT]

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The market for art, jewelry, wine and collectibles is in constant evolution; therefore, the value of client’s tangible assets change. In order to make educated decisions regarding planning and risk management, accurate valuations are essential. Join Oswald for a panel presentation focusing on the appraisal process of art, risk management…

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Marc S. Byrnes, Chairman of Oswald Companies, has been named to The Power 100 in 2016

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A fixture in the Northeast Ohio civic community, Marc Byrnes serves at United Way of Greater Cleveland as Chairman elect of the Board, member of the Board of Directors and Executive Committee and was named United Way Volunteer of the Year in 2012; Rock and Roll Hall of Fame Board…

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2016 Evolution of Manufacturing Conference Set for Feb. 18

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One of the most critical issues facing all manufacturers is The War for Talent. Oswald is proud to present the 2016 Evolution of Manufacturing Conference set to take place at the 925 Euclid Avenue Building on Thursday, Feb. 18. At the event, we will learn how manufacturers have adapted their…

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ACA Year-End Announcements: New Guidance, Delays & Extensions [WEBINAR]

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To end 2015, the IRS issued new regulatory guidance in implementing the Affordable Care Act, as well as several delays and extensions. CLICK HERE for an Oswald advisory summarizing the recent extension for employers to complete the IRS reporting requirements. The notice provides a 60-day extension for filing Forms 1095…

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Oswald Companies Recognized as an IIABA 2015 Best Practices Study Agency

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Oswald Companies has retained its status as part of an elite group of independent insurance agencies around the United States participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) “Best Practices” Study Group. Each year since 1993, IIABA and Reagan Consulting, an Atlanta-based management…

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

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…

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