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Using Life Insurance and Annuities to Create Value for Non-Profits: March 13 Seminar

February 14, 2019
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Join Oswald Companies on Wednesday, March 13 at Wolf Creek Environmental Center from 8:30 a.m. – 9:30 a.m., for an informative seminar on the opportunities that Life Insurance and Annuities can offer the special charities and meaningful causes in your life and business.

Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.

Learn how life insurance allows you to make a much larger gift to charity than you might otherwise have planned, and how the charity can count on receiving 100 percent of your gift.

FEATURED SPEAKERS:

  • Jeffrey Wasserman, Managing Director & Executive Vice President, Oswald Life Insurance
  • Dell Judd, Senior Vice President, Oswald Life Insurance
  • Hosted by Dennis Neate, Vice President and Oswald Medina Market Leader

Contact Roberta Hardy with your RSVP and questions:

(Registration starts at 8:00 a.m. | Continental breakfast will be provided)

About Oswald Companies:

Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation’s largest independent insurance brokerage firms. As a proud Partner of Assurex Global, the world’s largest association of privately held insurance brokers, our risk management professionals service and support the needs of our clients worldwide. Learn more at www.OswaldCompanies.com.

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