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The right loan options for insurance agents and professionals

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 provided loans to insurance agents, brokers and MGAs worth hundreds of millions of dollars. 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 various products including revolving lines and interest-only options      
Provides financing based upon intangible business assets only  
Has expertise to understand complexities of insurance business  
Requires little cash out-of-pocket    
Centralized location provides quick turnaround times  
Services loans in-house    
Offers online account management tools  

 

Customer Success

"Industry knowledge was definitely an advantage to working with Oak Street. I'm more of a global conceptual person and I felt that start to finish it was well done.  The niche you serve shows there's a lot of gray area but you explained things well." - Rick Maldonado

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Planning Your Exit

Succession planning for insurance agency owners

Help ensure your exit achieves your objectives. Learn about phased succession approaches with our Succession Loans.

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