Events
Oak Street Funding recognizes that insurance agents and brokers have a lot to manage in order to be successful. Managing an agency involves developing creative marketing strategies, finding and developing leads, accurate accounting, maintaining relationships with clients and a host of other responsibilities.
To help you be successful, we sometimes offer webinars and other events to provide you with valuable resources for your insurance agency business. If you miss an event, you may be able to download the recording and slide presentation from our Archives.
Webinar: What Consumers Want
8 Key Relationship Findings
A complimentary Oak Street webinar - June 21

- Key findings from a national survey
- What consumers prefer in a relationship
- How to communicate with your client
- Tips on agency best practices
Thursday, June 21, 2012
1:00 – 2:00 p.m. EST
Registration is limited.
Reserve your spot today.
NOTE: Potential borrowers are responsible for completing their own due diligence on acquisitions. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. The materials in this paper 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 paper, 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.