Articles by Catherine Oak and Bill Schoeffler

Oak is the founder of the consulting firm, Oak & Associates, based in Northern California and Central Oregon. Schoeffler is an associate of the firm. Oak & Associates. Phone: 707-935-6565. Email: catoak@gmail.com.

The secret of “The Secret”

It has been said, “those that can see what they desire, will have their dreams.” This is called the power of intention. This idea has recently gained a new revival catching hold across our nation, through a movie called “The …

The secret of “The Secret”

It has been said, “those that can see what they desire, will have their dreams.” This is called the power of intention. This idea has recently gained a new revival catching hold across our nation, through a movie called “The …

Business charters define how owners, family members work together

Have a problem with a boss? All you have to do is set up a meeting to discuss it and work it out. If things don’t change, then get the resume together and start looking for a job. Easily solved, …

Business charters define how owners, family members work together

Have a problem with a boss? All you have to do is set up a meeting to discuss it and work it out. If things don’t change, then get the resume together and start looking for a job. Easily solved, …

Minding Your Business

Executive risk exposures producers should know Every day, corporate executives are expected to make the perfect business decisions on all issues. Obviously, this does not happen all the time. The best one can truly expect is for the executives to …

Executive risk exposures producers should know

The true insurance professional will understand that there exists a complex world of executive risk losses that can range from shareholder litigation against the board of directors, human resource related claims, lawsuits against a board for decisions made, or the …

Executive risk exposures producers should know

Every day, corporate executives are expected to make the perfect business decisions on all issues. Obviously, this does not happen all the time. The best one can truly expect is for the executives to make the best decision based on …

‘Free agents’ and other 2007 management trends

What are the trends agency management owners should pay attention to? Here is a list of the key issues that many firms are struggling with today and a few suggestions on how to handle these trends. 1.”Free agent” producers Just …

‘Free agents’ and other 2007 management trends

What are the trends agency management owners should pay attention to? Here is a list of the key issues that many firms are struggling with today and a few suggestions on how to handle these trends. 1. “Free agent” producers …

Compensation for employee benefits staff should mirror commercial lines

In our travels as consultants to the insurance industry, we have noticed that one of the more elusive “standards” or “norms” is compensation for employee benefits producers and staff. The difficulty in establishing an “average” is that the plans are …