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How financing works

Every Oak Street Funding loan is custom-designed. We work together to create a realistic debt structure. Oak Street’s goal is to structure every loan for success. During the life of the loan, our proprietary system monitors your loan in-house. When you call about an Oak Street Funding loan, we start a 60 day* process:

The process

*Subject to receipt of requested documents for due diligence


Product Lines

Oak Street Funding lends to all types of insurance business across a diverse range of product lines:

- Commercial lines - Individual disability
- Specialty P&C lines - Whole & term life
- Automobile - Small/medium group major medical
- Homeowners - Individual major medical
- Long-term care - Critical illness


Signature $1MM+ Deals

See recent insurance industry loans over $1 million and see more examples of the $450+ million Oak Street has provided thousands of insurance agencies, MGAs, brokers and program administrators. Learn more about the transactions below.


Global Secutive

BD Capital