INFORMATION nEEDED FOR fINANCIAL rEVIEW cHECK-UP

In order for us to complete the financial analysis we will need the following:

q    Four Years of Internally generated Income & Expense Statements

q    Four Years of Internally generated Balance Sheets 

q    Agency Profile Questionnaire

q    General Description of Agency

q    Numbers of Employees and Positions

q    Description of Book of Business

q    Split by Line (PL, CL, L/H)

q    Commissions and Number of Accounts Per Line

Please send the above:

By email to:      info@oakandassociate.com

By Fax to:        707-940-4240

By mail to:        Oak and Associates

PO Box 2047
Glen Ellen, CA 95442-2047

Please feel free to call us with any questions that you may have at 707-935-6565