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You Are Here:  Agent Financing ... OSF vs Local Bank Date:  05 February, 2012
 

Why Oak Street Funding is the right choice 

Unlike a traditional bank that provides small business loans and commercial loans to all types of businesses, Oak Street Funding makes loans exclusively to insurance agents and brokers. We have loaned hundreds of millions of dollars to insurance agency owners in most states. As a result, we have a great understanding of the insurance marketplace and insurance agencies and can quickly evaluate and structure agency loans

Oak Street Funding is a direct lender and handles its loan processing in-house. This means your business loan is never sold to another finance company or bank. We own and manage the loan throughout its lifecycle and you only deal with us. For more information, see answers to our frequently asked questions.
  

  Oak Street Funding

Traditional Bank

Offers a variety of products including revolving lines and interest-only options

Yes Yes

Provides financing based upon intangible business assets only

Yes  

Has an in-house team of experts that understands the complexities of the insurance business

Yes  

Requires little cash out-of-pocket

Yes Maybe

Centralized location provides quick turnaround times

Yes  

Services loans in-house

Yes Maybe
Offers online account management tools Yes Yes


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