Schaumburg, Ill. (February 8, 2017) – Assurance is proud to announce the hiring of Joe Ossey who will serve as a Vice President for Assurance Financial Services, Ltd. (AFS), a wholly owned subsidiary of Assurance. In his new role, Joe is responsible for the overall handling of company-sponsored retirement plans and investment needs. Joe’s goal is to promote strategic plan design solutions to maximize both the plan and participant outcome for a successful retirement.
“Joe goes the extra mile for clients. They are his top priority, and he proves that,” said Rich Cordova, Senior Vice President and AFS Practice Leader. “We’re happy to have him as a new addition to the team.”
Joe received his Bachelor of Science degree with an emphasis in management, finance and human resources from Northern Illinois University. He maintains his Chartered Retirement Plans Specialist (CRPS) designation. Joe is a member of Best Friends Humane Society and volunteers at the Northern Illinois Food Bank.
Prior to joining AFS, Joe was a Relationship Manager at a large financial investment company. While there, he managed 401(k), 403(b), 457(b), 457(f), 457 Governmental, Defined Benefit, KSOP and Non-Qualified plans for companies ranging from start-ups to over $100M in total assets.
Joe will work out of Assurance’s Schaumburg headquarters.
Assurance is among the largest and most awarded independent insurance brokerages in the U.S. A “Top 50” broker and repeated national “Best Place to Work” winner, Assurance creates value by minimizing risk and maximizing health for 6,000 businesses and individuals across the country. The company is headquartered in Schaumburg, IL with centralized office locations in Chicago, IL and St. Louis, MO. Visit Assurance at www.assuranceagency.com.
Disclaimer: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Assurance Financial Services, Ltd and Assurance Agency, Ltd are not affiliated with Kestra IS or Kestra AS. Assurance Financial Services, Ltd is a wholly owned subsidiary of Assurance Agency, Ltd.