Media Center

Oswald Financial, Inc. Named to 2020 Financial Times 401 Top Retirement Advisers

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CLEVELAND – Oct. 28, 2020 – Oswald Financial Inc. is pleased to announce that both Michael Gheen and David Kulchar have been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement…

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How ICHRAs are Redefining Employer-Sponsored Health Insurance for Boomers and Millennials: Columbus Business First Feature

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Oswald Companies was a featured contributor in the Columbus Business First Health Care News, October 2020. In the article titled “How ICHRAs are redefining employer-sponsored health insurance for boomers and millennials,” Jonathan Sadlier, Vice President, Market Leader, Central Ohio, discusses the benefits of Individual Coverage Health Reimbursement Arrangement (ICHRA) as…

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David Jacobs, President and Chief Operating Officer of Oswald Companies, Named a 2020 Northeast Ohio Smart 50 Award Honoree

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CLEVELAND – October 26, 2020 – Oswald Companies is proud to announce that David Jacobs, President and Chief Operating Officer of Oswald Companies, has been recognized as 2020 Northeast Ohio Smart 50 Award Honoree by Smart Business Magazine. The Smart 50 Awards recognize the top executives of the 50 smartest…

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Risk Management Solutions for Diverse Business Needs

Our focus never waivers. At Oswald Companies, we back our risk management solutions with our core values of integrity, community, collaboration, diversity, equity and inclusion. To meet this mission, Taylor Oswald, a minority-owned agency, launched a strategic partnership with Oswald Companies in 2011. Founder and President Eddie Taylor Jr., a…

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How to Protect Your Business Against the Unforeseeable

Steve Carey

To an eye doctor, 20/20 translates into perfect vision, the ability to focus equally well on what’s close at hand and what’s far away. As a year, however, 2020 has meant anything but certainty and precise vision. By early March, most of us realized we were headed for unprecedented changes…

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Oswald’s P&C Health and Human Services Division Named Business Insurance Broker Team of the Year

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Photo credit: Business Insurance CLEVELAND – Sept. 14, 2020 – Oswald Companies’ Property & Casualty Health and Human Services division has earned the Business Insurance Broker Team of the Year honor. This award was announced Sept. 11, 2020 at the virtual The Business Insurance U.S. Insurance Awards. These awards, organized by…

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Group Health Plan Advisory (COVID-19): The New Normal of Employees Working from Home Can Lead to HIPAA Privacy and Security Violations

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The pandemic has caused a huge increase in the number of employees working from home. Procedures and equipment need to be reviewed to ensure that this new normal does not lead to violations of the HIPAA Privacy and Security regulations that can result in fines. Fines are Substantial The HIPAA…

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Oswald Companies Named 2020 Winner of Michigan’s Best and Brightest in Wellness Awards Program

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For the second consecutive year, Oswald Companies, a full-service risk management and employee benefits brokerage firm in Bloomfield Hills, was recognized as one of Michigan’s 2020 Best and Brightest in Wellness® under the employer category. The award celebrates companies that are striving to make their workplaces, their employees and the…

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Oswald Companies Recognizes Nonprofit Friends of Fletcher Field for Giving Back in Detroit

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(Pictured: Jim Morey, Yvette Gerace, Mary Wright and Edith Floyd of the Friends of Fletcher Field). Oswald Companies is proud to award a charitable donation to Dennis Wisniewski and the Friends of Fletcher Field. Wisniewski and his organization were chosen as winners of the contest Oswald and ClickonDetroit launched in…

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Medicare Eligible Employees: Health Insurance Solutions For Employers and Their Workforce

START YOUR ENROLLMENT NOW For employers, workers age 65 and over add a needed dimension of experience and knowledge to the workforce. And, as of February 2019, 20% of these 55 million people were working or looking for work. Individuals working beyond age 65 is a growing trend. (Business Insider)…

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