Providing an unbiased and comprehensive analysis of a High Net Worth family's risk exposures and insurance coverage. The result: clients who are empowered to make fully educated buying decisions on the products and coverages needed to protect their valuable assets.
Understanding your Lifestyle
Your lifestyle is active, but are your insurance products static—or worse, status quo? A robust insurance program should begin with an understanding of each client's unique lifestyle, assets, and needs, which is the basis of our personalized risk analysis.
leveraging the marketplace
Are you covered by the best options available in the marketplace? Agencies and carriers offer tailored coverages and services for High New Worth families. J. A. Oswald & Associates, LLC gives you the tools and resources to understand these offerings and the best ways to leverage them based on our personalized risk analysis.
Gaining Insight and Peace of MINd
Our unbiased and comprehensive review of your insurance program results in invaluable knowledge that leads to the insurance program that protects you, your family, and your assets. And with knowledge comes peace of mind.