Industry Affiliations & Recognition

Our team of advisors calls on Oswald’s 120+ years of industry experience. We are involved with, and active participants, in the industry’s top organizations. Our advisors are frequently in the field presenting on key life insurance topics at high profile industry events. Our team also holds primary industry designations, including CLU, ChfC, CFP, and more.

Additionally, our team is committed to charitable causes, donating service time, and serving on a wide variety of non-profit boards.

Affiliations: Society of Financial Services Professionals, AALU, Million Dollar Round Table Top of the Table, National Association of Insurance and Financial Advisors.


Life Accrediations 2015

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