Complimentary Resources for Insurance Agents

Our quarterly Bridge publication and monthly newsletter deliver the educational information you need to grow and stay competitive. Packed with new industry trends, expert advice and best practices, our newsletter is a must-have for today’s insurance agent.

Oak Street Funding

Recorded Webinars

Performance Map 365…The Art of Goal SellingOak Street Funding

Webinar recording >

Slide Presentation >

Take your agency to the next level by learning the principles behind business planning. This webinar will introduce a process to enhance your ability to create visions, set goals, benchmark progress, build relationship networks and break through frustrations.

All Recorded Webinars >

Print Newsletters

The Bridge-Fall 2016

The Bridge provides industry trends, best practices and information to help you grow and stay competitive. In the latest edition:

Maximizing LinkedIn: Get connected and share your expertise.

Special Event Marketing: Special events to market your business?

Leads: Generate business by generating leads.

Check out our latest edition >

Oak Street Funding


The Realities of Selling to a Large BuyerOak Street Funding

Planning to sell your agency? The Realities of Selling to a Large Organization provides valuable insight from a former successful owner who, prior to a merger, grew his agency by 800% and received several awards from multiple insurance agencies and associations. Read his real-world experience selling to a large organization. What are the most important characteristics a seller should look for in a buyer? How does selling to a large organization affect the owner? Clients? Employees? These and other questions are addressed. Read more > 

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Have questions? Talk with our experts for more information.