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Personal Insurance Considerations for C-Suite Employees

You likely have insurance for your corporation in the event a lawsuit arises, but what about coverage for your C-suite employees and/or executive leadership? If your company faces litigation, there is a good chance your top executives will face legal action as well. If you’ve ever heard of the “corporate…

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Jessica Jung to be Recognized at the 2022 Smart Women Awards, Progressive Woman Honoree, June 23

oswaldcompanies

CLEVELAND – June 1, 2022 – Jessica Jung, President of Oswald Companies, has been named a 2022 Smart Women Award honoree in the Progressive Woman category. She will be recognized at the Smart Women Breakfast, June 23, 2022, at the Westin Cleveland Downtown. View the full list of honorees here…

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Hurricane Season: The Time is Now to Review Your Plan

Mary Marley

Actions and planning during the off-season impact how well you are ready to weather another hurricane season. In recent years, the U.S. mainland experienced more hurricane activity than in the recent past. If you felt prepared, that’s great – keep it up! If you didn’t feel prepared, now is the…

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ICHRAs Continue to Serve Many with Individualized Insurance Options: Crain’s Cleveland Business Feature

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Oswald Companies was a featured contributor in the Crain’s Cleveland Thought Leadership Forum: Employee Benefits, May 2022. In the article titled “ICHRAs continue to serve many with individualized insurance options,” Frank Spinelli, Managing Director, UROne Benefits™, discusses how Individual Coverage Health Reimbursement Arrangement (ICHRA) can be mutually beneficial to both…

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Community of Care – MetroHealth Foundation – C to C, The Commitment to Community Podcast

Oswald Companies

In our final episode of the C to C Commitment to Community Podcast series, we catch up with Rita Andolsen, Executive Director, Philanthropy Communications at MetroHealth. Check out the transcript below to learn about Rita’s career journey into philanthropy and an inside look into all that’s happening at MetroHealth. Thanks…

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Change and Empowerment – United Way of Greater Cincinnati – C to C, The Commitment to Community Podcast

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…

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Oswald Financial, Inc. Awarded PLANADVISER’s 2022 Retirement Plan Adviser of the Year in Efforts to Improve Diversity, Equity and Inclusion Category

oswaldcompanies

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…

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Advocacy, Equity and Community – Focus: HOPE – C to C, The Commitment to Community Podcast

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…

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Oswald Companies Continues Growth in Cincinnati With New Corporate Investment and Local Acquisition

oswaldcompanies

CINCINNATI – April 25, 2022 – Oswald Companies, one of the nation’s largest independent insurance brokerage firms, announced today it has acquired Cincinnati-based Gulick Roberts Group, LLC. Financial terms of this acquisition were not disclosed. Gulick Roberts Group, based in Madeira, was founded by insurance executive Jim Gulick in 2017,…

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Oswald Continues to Expand Geographic Footprint; Opens New Office in Pittsburgh, Pennsylvania

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CLEVELAND– April 11, 2022 – Oswald Companies, in its 129th year of business, announces expansion into office space located in Pittsburgh, Pennsylvania. In addition to its Cleveland headquarters, Oswald has full-service branches in Akron, Cincinnati, Columbus, Detroit, Medina and Toledo. “To lead these efforts, we are extremely pleased to appoint…

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