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Important Tips and Considerations while on the web. LIKE A THIEF CUTS THROUGH A BIKE LOCK, hackers can override your technology’s security measures. To keep us mindful of security best practices, Assurex Global’s “go to” resource for digital forensics and cybersecurity, LIFARS, has answered questions we should all be asking.…

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.…

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…

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…

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…

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…

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…

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…

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,…

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 implementing a…