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Events

Oak Street Funding recognizes that insurance agents and brokers have a lot to manage in order to be successful. Managing an agency involves developing creative marketing strategies, finding and developing leads, accurate accounting, maintaining relationships with clients and a host of other responsibilities.

To help you be successful, we sometimes offer webinars and other events to provide you with valuable resources for your insurance agency business. If you miss an event, you may be able to download the recording and slide presentation from our Archives.


 

February 16th

1:00PM EST

>Register Now

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

           

Webinar: Enhancing Agency Value... The Organic Growth Formula

Organic Growth are the two most cherished words in the language of insurance agents and brokers. Of course, you understand “why” organic growth is so important. However, have you mastered “how” to drive organic growth? 

In this webinar, you will be shown the results of the industry’s most extensive “Best Practices” Organic Growth Agency Survey and the Organic Growth Formula™ will be revealed, leading to growth, profitability and agency value.

     

NOTE: Potential borrowers are responsible for completing their own due diligence on acquisitions. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials in this paper and presented during this and all webinars are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this paper, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.     

Meet With Us at Industry Events

Schedule a meeting

AICPA ENGAGE
June 12-15 in Las Vegas

 MICPA Management Info & Business Show
June 18-29 in Novi

Click here to schedule a confidential appointment at an event.


 

Archives

Visit archives of events to dowload presentations and view recordings.

Webinar Schedule

 

Feb   Enhancing Agency Value... The Organic Growth Formula