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OSWALDLIFE.COM

Oswald Life Insurance | Protecting what matters; preserving your vision.

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Business Accreditations & Affiliations. Our professionals maintain top industry designations including CLU, ChfC, CFP and are affiliated with the Society of Financial Services Professionals, AALU, Million Dollar Round Table Top of the Table, National Association of Insurance and Financial Advisors and much more. With a fo...

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The James B. Oswald Company

1360●●●● 9th

Cle●●●and , OH, 44114

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The James B. Oswald Company

The James B. Oswald Company

1360●●●● 9th

Cle●●●and , OH, 44114

US

1.21●●●●7400
1.99●●●●9999
it●●●●@oswaldcompanies.com

View this contact

The James B. Oswald Company

The James B. Oswald Company

1360●●●● 9th

Cle●●●and , OH, 44114

US

1.21●●●●7400
1.99●●●●9999
it●●●●@oswaldcompanies.com

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Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Business Accreditations & Affiliations. Our professionals maintain top industry designations including CLU, ChfC, CFP and are affiliated with the Society of Financial Services Professionals, AALU, Million Dollar Round Table Top of the Table, National Association of Insurance and Financial Advisors and much more. With a fo...
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Oswald Life Insurance | Protecting what matters; preserving your vision. | oswaldlife.com Reviews

https://oswaldlife.com

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Business Accreditations & Affiliations. Our professionals maintain top industry designations including CLU, ChfC, CFP and are affiliated with the Society of Financial Services Professionals, AALU, Million Dollar Round Table Top of the Table, National Association of Insurance and Financial Advisors and much more. With a fo...

INTERNAL PAGES

oswaldlife.com oswaldlife.com
1

Portfolio Management | Oswald Life Insurance

http://www.oswaldlife.com/life-insurance-audit/portfolio-management

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Our team of in-house experts are in-tune with changes in the market and actively make recommendations when new products or services are available that may enhance your portfolio. Today to discuss strategic management of your insurance portfolio. What our Clients say:. 8220;Oswald has been an excellent resource and advisor...

2

Family Protection | Oswald Life Insurance

http://www.oswaldlife.com/solutions-for-families/family-protection

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Financial protection for your family is paramount in securing a strong and stable future for you and the ones that matter most. The proper life insurance policies:. Maintain your standard of living for your family in the event of death. Support the achievement of your retirement goals. Increased longevity combined with ev...

3

Case Studies | Oswald Life Insurance

http://www.oswaldlife.com/knowledge-center/case-studies

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. A high net-worth couple has a need for $15,000,000 of life insurance to provide the liquidity needed to pay estate taxes at the second death. They have four children, which limit’s their annual exclusion gifts to $104,000 (tax year 2012). Read more. Insuring Serious Medical Conditions. What our Clients say:.

4

Business Succession Planning | Oswald Life Insurance

http://www.oswaldlife.com/solutions-for-businesses/business-succession-planning

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Succession Planning secures the life of your business for the long-term and ensures its operations are carried out in the manner that you desire. It also plans for a well-executed transition along the way. Recruiting and training a replacement. Enhances the creditworthiness of the company for commercial borrowing purposes.

5

Charitable Planning | Oswald Life Insurance

http://www.oswaldlife.com/solutions-for-families/charitable-planning

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Life Insurance and Charitable Giving. Life insurance can be an excellent tool for charitable giving. 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. If you are currently making annu...

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Oswald Life Insurance | Protecting what matters; preserving your vision.

Accumulation & Distribution Planning. Life Insurance for Estate Planning. Corporate Owned Life Insurance. Trust Owned Life Insurance. Industry Affiliations & Recognition. News & Events. Business Accreditations & Affiliations. Our professionals maintain top industry designations including CLU, ChfC, CFP and are affiliated with the Society of Financial Services Professionals, AALU, Million Dollar Round Table Top of the Table, National Association of Insurance and Financial Advisors and much more. With a fo...

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