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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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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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…
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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 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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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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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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As part of its 35th anniversary celebration, Crain’s Cleveland Business has released its list of most connected people in Northeast Ohio. Eddie Taylor, President of Taylor Oswald, has been named to this list. On Oct. 26, Crain’s published the special data-driven section, created in partnership with the New York-based technology…
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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…
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Oswald Companies has appointed Jim Hedrick to Client Experience Leader, Property and Casualty. He will be based at the Cincinnati branch of Oswald and serve all of the organization’s P&C divisions. Hedrick brings a diverse background and over 25 years of experience, including serving as a consultant on the insurance…
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