Independent School Benefits Consortium™ (ISBC) Built by Independent Schools for Independent Schools. Beating Trend and Improving Health for More than 20 years. Driven to help independent schools contain healthcare costs and enhance employee value, the ISBC gives independent schools, charter schools, and private colleges and universities control of health insurance…
Read More
Our newest episodes of C to C take our “show on the virtual road” expanding into Oswald geographic markets. This episode brings two amazing leaders together, who just happen to also share the same name. Thank you to Moira Weir, President & CEO of United Way of Greater Cincinnati, and…
Read More
CLEVELAND – May 9, 2022 – Oswald Financial, Inc. was named by PLANADVISER’s magazine as award winner for 2022 Retirement Plan Adviser of the Year in the Diversity, Equity and Inclusion (DEI) category. The 2022 Retirement Plan Adviser finalists and winners in this category stand out for their success in…
Read More
Our newest episodes of C to C takes our “show on the virtual road” expanding into Oswald geographic markets. This episode brings the spotlight to Focus: HOPE, a Detroit-based nonprofit built around providing advocacy, community and equity to everyone they serve. Thank you to Ashliegh Mitchell, Corporate Philanthropy Officer at…
Read More
Life insurance, given that it could provide tens of millions of dollars tax-free at someone’s death, should warrant the same consideration and attention as any high-value asset. As such, financing the premiums for a large acquisition of life insurance should be considered. Many families use life insurance as an asset…
Read More
In March 2020, when we were first made aware of the threat of COVID-19 and were told to stay home, most of us thought we would be there for a couple of weeks and things would be back to normal. Instead, a couple of weeks turned into a couple of…
Read More
WATCH FULL WEBCAST (Password: longterm22!) Washington state implemented the first public Long-Term Care (LTC) option funded through a new payroll tax in January of 2022. Twelve other states are looking to mandate a similar plan. This may rush companies into compliance without a solid understanding of their options. Compliance timelines…
Read More
Insurance for yourself or your business is typically one of the last things that most individuals want to spend time or money on. However, we all know it is necessary, especially in these uncertain times. The world of insurance continues to evolve, where emerging risks bring new challenges. These evolving…
Read More
Washington state implemented the first public Long-Term Care (LTC) option* funded through a new payroll tax, and other states are looking to mandate a similar plan. California, which is leading the next wave of publicly funded LTC options, may only give employers 24 hours to comply and is expected to…
Read More
A surety bond is nothing more than a third-party guarantee of an obligation between two other parties. The majority of surety bonds guarantee performance of a contract and/or payment of monies legally owed to others. Sounds pretty simple, right? Well, not really. When we are asking a surety company to…
Read More
