INSURANCE AGENCY

We’ll Get You There
“One of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business.”

– Richard Morache

“This was the most organized and smooth process of a loan I have ever experienced. Everything went as I was told. Thank you for such a smooth process.”

– Valerie J. Gavin

THE BRIDGE NEWSLETTER

For valuable insurance industry insight and business growth tips, read past editions of The Bridge below. 

FEATURED BLOGS

Choosing Fixed- or Variable-Rate Business Financing

Choosing Fixed- or Variable-Rate Business Financing

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Appealing to Millennials Part 2

Appealing to Millennials Part 2

In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients.  In the previous part, I discussed the benefits of a personal and social online presence. 
Appealing to Millennials Part 1

Appealing to Millennials Part 1

As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group.
Consolidating business debt can improve focus and growth

Consolidating business debt can improve focus and growth

Consolidating business debt can improve focus and growth People talk about having the right idea as the key to a successful business, but sustaining a company such as an insurance agency really takes two things: an owner who’s willing put in a lot of effort and enough...

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