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.

> Download recordings and slides from past events

Webinar: Evolve or Die - Recognizing Consumer Behavior to Survive

It’s a jungle out there. Agents need to evolve or die. More than ever before, current consumer behavior demands that agents adapt to the way consumers want to buy insurance, build relationships and communicate. Unless agents understand consumers' needs and desires and learn to create value, they will become extinct. During this session, Mike D'Arelli, Executive Director of American Agents Alliance, will covered the following topics:

- Embracing change and client behavior
- Statistics of consumer behavior
- Selling versus taking orders

Thursday, March 15, 2012
1:00 – 2:00 p.m. EST
Registration is limited.
Reserve your spot today.

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 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.