Media Center

How Analytics Helps Make Sense of Health Plan Components (Part 1 of 4)

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Before you plan for the future, you must analyze the present. Data analytics will help you along this path. It may start by identifying health plan behaviors. Perhaps you need to investigate reasons for misuse of services. Maybe you need to identify the barriers that block optimal usage. Consider how…

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Transactional Liability Insurance Bridges Gap Between Buyer, Seller

Jeffrey Schwab

It’s no secret that whether you are the buyer or seller, protecting yourself from the chaos of unforeseen liabilities should be of utmost priority. Fortunately, a number of carriers offer transactional liability insurance products. Transactional insurance is a collection of products including representations and warranties, tax liability, pollution and contingent…

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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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Amplify Your Charitable Gifts While Reducing Taxes

Ron Boynar

Have you ever wished to make a “sizable” donation to your college alma mater, a favorite charity, or other non-profit organization, but feel you might lack the financial resources? Individuals can invest their money in tax-free life insurance programs to significantly amplify their charitable gift amount at the time of death.…

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Kim Lucarelli Featured in Cyber Security ThinkAdvisor Article

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Oswald’s Kim Lucarelli, CIC, CAPI, was featured in a recent article Love the Internet of Things? So Do Identity Thieves by Kathleen Tierney, COO of Chubb. The article was published on ThinkAdvisor.com, a web-based network that provides comprehensive and accessible resources and knowledge for the Investment Advisory community. The article focuses on the heavy…

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A Stronger, Longer Shopping Season? Resources from the ICSC 2015 Holiday Guide

John Mark Tichar

If you haven’t seen it already, the premier resource for the Retail Real Estate Industry, ICSC has released its annual guide to Shopping Centers, America’s Marketplace for both purchase and purpose driven consumers. The articles below highlight the research and predictions of the holiday shopping season by ICSC.  How have you prepared, or done things…

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Security, Crisis & Continuity Planning: The Reality of Real Estate

John Mark Tichar

The real estate industry is no stranger to adversity. From putting out daily fires in the business, to putting out actual fires on properties, I’m certain that no scenario – no matter how extreme – easily surprises company leaders. Yet, amidst these turbulent environments, many organizations continue to overlook the…

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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

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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Protection and Purpose: Taylor Oswald Launches New Online Home and Video Features

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CLEVELAND – Nov. 2, 2015 – Taylor Oswald, LLC, a risk management and insurance firm, and partner organization of Oswald Companies, has announced the release of its new website at www.TaylorOswald.com. The new site is designed for an improved user experience, which educates visitors and highlights the unique markets that Taylor Oswald serves. The main feature of the site…

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