Most insurance professionals have noticed a shift in how customers seek information and make buying decisions. How you market your business in this new, electronic and fast-paced world can determine whether your company stands out among the crowd. Learn to adapt... read more
As a business owner or decision maker, have you been stuck in the status quo? Have you been working in your business the same way you have for years? The market is changing, and so are your customers. The time has come to step out of your comfort zone and experiment... read more
Businesses that are striving to be innovative often embrace popular terminology. One concept that’s been receiving a great deal of attention is “data-driven,” as in a business that roots its operations and decision-making in solid data rather than subjectivity. There... read more
According to the new U.S. Financial Services Deals Insights Q2 2018 report from PwC – the value of mergers and acquisitions in the insurance industry rose steeply for the first half of 2018. They reported 247 announced deals in the insurance sector with a total... read more
Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Business Oversight Finance Lenders License (#6039829). The materials on this website 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 content, 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.