The insurtech company is exiting traditional benefits distribution to fund its AI platform, and the debt tied to the deal raises questions the announcement doesn't answer
Acquisition boosts Oak Street's reach in niche financial markets
This transition takes time and should be a core component of how you run your business
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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Making investments in the business is crucial for any insurance agency, but what’s the best way to secure financing?
