Oak Street news

How insurance agency leaders can successfully plan for succession

INSURANCE NEWS

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

Planning the future of an agency starts with goal-setting today

INSURANCE NEWS

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

The means for expansion

OPINION

The means for expansion

Making investments in the business is crucial for any insurance agency, but what’s the best way to secure financing?

Oak Street Funding extends loans to insurance carriers

INSURANCE NEWS

Oak Street Funding extends loans to insurance carriers

Firm leverages its 14 years of experience in the insurance distribution space with expansion

It’s not all blockbuster acquisition deals – small agency deals just as prevalent

INSURANCE NEWS

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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