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Taking steps to help you EXPERIENCE SUCCESS


Letter from the Founder/CEO


Bridge. Call or visit our website to sign up or renew your subscription today!


We have experienced various winds of change over the past several years. Some of these changes have sparked positive results and some have been brutal. While you have to constantly be on alert for any changes that may affect your agency business, it’s possible to become so inundated or distracted with all of it that you miss great opportunities right in front of you.


The good news is that there are still several things you can control. Many agencies are ready to move ahead with steps toward growth. Some plan to accomplish their goals by increasing marketing activities, hiring additional producers or acquiring another agency. Other agency owners are thinking about selling as they inch closer to retirement.


We’re helping more and more agents who are moving forward with growth plans and realizing success. In fact, to meet the increasing demand for insurance agency financing, Oak Street Funding has taken several steps to increase our capacity for more loans and larger loans. We’ve enhanced insurance lending products, formed new partnerships, moved to a larger facility and added new key executives and staff. All of these moves will better equip us to provide the right loans and services and help us understand our agents.


At whatever stage your agency is, you can control how you operate and how you position your business for success. In this issue of The Bridge, industry professionals share information, insights and strategies about good business practices to help you ensure a thriving agency in calm, prosperous or tough times.


WATCH VIDEO


Rick Dennen Founder, President and CEO


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Oak Street Funding Vision Statement


Oak Street Funding utilizes industry knowledge, well-developed


technology and passion to deliver best-in-class service and capital


products to insurance and finance professionals nationwide. Our


customer-focused mind-set and access to capital will allow us to continue to fulfill customer needs, identify growth opportunities


and provide an empowering work environment for employees.


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