Oak & Associates often provides advice to agency owners that are considering retirement. A common problem is that people in...
Articles by Catherine Oak
A common problem with agency owners that are considering retirement is that some individuals in their 60’s and beyond have...
When asked to list the major strengths of their agency, most owners usually include the agency’s quality of service to...
How do most agencies get new business? The answer is usually from referrals. Business generated this way is great—it’s already...
One of the most difficult decisions that an owner will have to make is whether to sell an agency or...
Four years ago, we wrote an article for Insurance Journal that outlined what we called the “Producer Dilemma.” This article...