INDIANAPOLIS, IN--(Marketwired - Sep 24, 2013) - Insurance agency and brokerage owners planning to transfer ownership to relatives or employees can learn more about financing options from Oak Street Funding at the 2013 NAPSLO Annual Convention, September 29-October 1, in San Diego, Calif.
Succession & Recapitalization Loans enable the redistribution of equity by providing funds for successors to purchase stock from an owner or owners all at once or over multiple years. They provide sellers with cash while the business is transferred to select producers, managers or family members.
"Our team of professionals understands the unique financing needs of retail agencies, MGAs, wholesalers and program administrators," said Oak Street Funding CEO and President Rick Dennen. "We're excited to take part in the NAPSLO Annual Convention and look forward to meeting insurance professionals to discuss affordable options for buying, building and selling their agencies."
In addition to Rick Dennen, Oak Street Funding will be represented by a dedicated team focused exclusively on strategic markets, including Kelly Drouillard, Chris McAtee and Kirsten Petras.
Oak Street Funding also will be taking confidential, one-on-one appointments to discuss funding needs and options. To schedule an appointment, contact Chief Marketing Officer Carissa Newton at carissa.newton@oakstreetfunding.com or 317-428-3834.
For more information about the 2013 NAPSLO Annual Convention, visit www.napslo.org.
About Oak Street Funding
Carmel, Ind.-based Oak Street Funding (www.oakstreetfunding.com) is a family of diversified financial services companies that offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions. Oak Street Funding can be found on Twitter @OSFunding and on LinkedIn at http://www.linkedin.com/company/oak-street-funding.
Contact Information:
Media Contacts:
Linda Muskin
847-432-7300
Mara Conklin
847-816-9411