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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Imagine the perfect spring day: It’s 70 degrees, the sun is shining, birds are chirping, and the wind is whipping through your hair as you test drive your new electric bike! The last thought on your mind is that this perfect day could turn into a tragic event. But what…
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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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Life insurance, given that it could provide tens of millions of dollars tax-free at someone’s death, should warrant the same consideration and attention as any high-value asset. As such, financing the premiums for a large acquisition of life insurance should be considered. Many families use life insurance as an asset…
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In March 2020, when we were first made aware of the threat of COVID-19 and were told to stay home, most of us thought we would be there for a couple of weeks and things would be back to normal. Instead, a couple of weeks turned into a couple of…
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WATCH FULL WEBCAST (Password: longterm22!) Washington state implemented the first public Long-Term Care (LTC) option funded through a new payroll tax in January of 2022. Twelve other states are looking to mandate a similar plan. This may rush companies into compliance without a solid understanding of their options. Compliance timelines…
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Insurance for yourself or your business is typically one of the last things that most individuals want to spend time or money on. However, we all know it is necessary, especially in these uncertain times. The world of insurance continues to evolve, where emerging risks bring new challenges. These evolving…
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Washington state implemented the first public Long-Term Care (LTC) option* funded through a new payroll tax, and other states are looking to mandate a similar plan. California, which is leading the next wave of publicly funded LTC options, may only give employers 24 hours to comply and is expected to…
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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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Lacy Rex of Oswald Companies and Steven G. Stransky of Thompson Hine recently published on Law360 an article, “Preparing For New Mandatory Cyber Reporting Rules,” which can be accessed in full here. On March 15, 2022, The Cybersecurity Incident Reporting for Critical Infrastructure Act of 2022 (CIRCIA) was signed into…
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