Newsletters & Products

Newsletters

Oak & Associates sends out quarterly newsletters covering everything from valuation trends to management of producers.

Sign up for future newsletters on our front page.

Below are examples of our previous newsletters.

the-oak-leaves-year-end-review-newsletter

 

the-oak-leaves-need-a-trusted-adviser_

Products

The products below are available for purchase.

  • Business Plan Template and Worksheets
  • Marketing & Sales Plan Template

See this tab for content and costs and how to order:

product-templates-for-sale

If you are interested in any of these other products email us at catoak@gmail.com and we will get let you know when they will be available and what materials related to each, that we have available now:

  • Owner Compensation Planning Tool
  • Owner Bonus Distribution Tool
  • Producer Compensation Tool
  • Sales Management Tools
  • Budgeting Template
  • Total Life Management Plan
  • Valuation Analysis
  • Agency Benchmarking & Performance Ratios
  • CL & PL CSR Productivity Analysis