General Atlantic set for $3 billion-plus win on healthcare deal
M&A transaction is expected to close this year
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CVS exploring $10 billion-plus acquisition of Oak Street Health
Talks between the companies are ongoing, sources say
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How insurance agency leaders can successfully plan for succession
This transition takes time and should be a core component of how you run your business
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Planning the future of an agency starts with goal-setting today
Whether it’s a marketing strategy for right now, or succession planning down the line, agencies need to lay out their goals and the steps required to achieve them
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Kirsten Petras, Executive director of sales, Oak Street Funding
Kirsten Petras is part of the Insurance Business America Elite Women 2018.
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The means for expansion
Making investments in the business is crucial for any insurance agency, but what’s the best way to secure financing?
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Oak Street Funding extends loans to insurance carriers
Firm leverages its 14 years of experience in the insurance distribution space with expansion
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It’s not all blockbuster acquisition deals – small agency deals just as prevalent
It’s usually “sell it to a buddy and everyone is happy”
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Investing in software key to improving business – insurance financier
“If that’s not part of their overall business strategy, they’re probably a little behind the curve.”
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For insurance industry lending exec, growth is a process
Oak Street Funding’s Kirsten Petras has seen both formal and informal processes promote her own growth and that of other women in financial services