Insurance Journal: “Minding Your Business” Articles

Internal Perpetuation Versus Sale of the Agency

By Catherine Oak and William Schoeffler Jr. Death and taxes are as inevitable as life itself. Yet most fail to plan for the inevitable. An ounce of early preparation is worth a pound of last-minute maneuvering. Thinking through the eventual exit ahead of time allows you to build the systems and people equation that takes time. Investors lookContinue reading “Internal Perpetuation Versus Sale of the Agency”

Sales Management & Producer Goals During COVID-19

By: Catherine Oak Every insurance agency client we have today is seeing producers struggling with new production because of COVID-19 restrictions. They are used to cold calling and getting in front of prospects and that has been difficult, if not non-existent. In addition, many prospects are afraid of changing insurance because of the marketplace hardeningContinue reading “Sales Management & Producer Goals During COVID-19”


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About Me

Since 1984, Catherine, Founder of Oak & Associates, has been a management and financial consultant. She gained her experience as Senior Consultant for two of the largest consulting firms in the insurance industry, Russell Miller, Inc. and Marsh/Berry. Her experience ranges from working with small firms to the largest national firms and companies.

She has spoken extensively throughout the US, Canada, New Zealand and Australia on financial and management topics for associations, companies, national brokers and other organizations.

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