Media Center

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

Kimberly Lucarelli

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

oswaldcompanies

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…

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Covering All Bases For Athletes With Commercial General Liability Insurance

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Stock image (gettyimages photo) 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…

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

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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…

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

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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…

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Oswald Associates to Participate on a Boomer Generation Financial Webinar Series

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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…

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Jeffrey Wasserman to speak at the Tau Boule Professional Development Series

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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,…

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Tightening Your Financial Belt? Tips for Managing Your Personal Insurance

Kimberly Lucarelli

With an increasingly unpredictable economy, the topic of reducing the cost of home and auto policies is front and center.   Of course, it’s never prudent to cancel your home or car insurance poli­cies or let them lapse. That is not only risky, it could invite trouble.   However, by…

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User Risks Suggest Social Media Is Not So “Friend-ly”

Kimberly Lucarelli

Would you give a complete stranger the keys to your home or office? Probably not.   Yet that’s exactly what occurs when you or a family member log onto a social media site like Facebook, or one of the popular “check-in” sites, without taking adequate steps to guard your privacy.…

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Parents: Recognize The Risks of Teenagers, Parties and Alcohol

Kimberly Lucarelli

If you have teenagers, or will soon, don’t ever assume … … they’ll never invite friends over when you’re away. Or that their friends will never bring alcohol into your home. Teens thrive on friendships and weekend parties, but long gone are the days when teens planned those parties during…

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