Most of us don’t want to think about what would happen to our businesses if we were not able to...
Articles by Catherine Oak

With the passing of the Tax Cuts & Jobs Act of 2017 (TCJA), there is quite a lot of talk...
As competition intensifies, agency owners have found it increasingly difficult to grow their business. Profit margins have shrunk, leaving many...
To prepare for the future, business owners need to observe what trends are occurring and then evaluate how those trends...
Northern California and specifically Sonoma and Napa Counties have experienced the worst wildfires in the history of California. Most of...

Hiring quality people for an insurance agency has always been tricky. With a good economy, it becomes even more difficult....

Family businesses are the backbone of the U.S. economy. They generate more than 50 percent of the gross domestic product...

What makes the difference between an average agency owner and a great one? The key is learning the skills of...

Yogi Berra once said: “It’s tough to make predictions, especially about the future.” Ignoring that wisdom, what will the insurance...

Recently, a client of ours had two producers leave to start their own agency. The impact on the agency was...