SOURCE: Oak Street Funding

Oak Street Funding

October 08, 2013 08:00 ET

Oak Street Funding to Expand Partnership With Target Markets 2013 Conference

INDIANAPOLIS, IN--(Marketwired - Oct 8, 2013) - Insurance agency owners interested in learning about different ways to structure and finance their agency succession plan should attend the "Capital Options & Succession Planning" session at the Target Markets TMPAA Summit, being held October 21-23 in Scottsdale, Ariz.

Presenter Todd Gray, CFO of Oak Street Funding (www.oakstreetfunding.com), will cover succession options available to agency owners, detailing the pros and cons of each. Attendees will leave with a better understanding of which option best fits their needs. The presentation is scheduled for Wednesday, October 23 at 11 am.

"Agency owners are confused about how to plan for a succession and many think the only options are to sell the agency or do nothing," said Gray. "In reality, there are many options open to agency owners who either want to sell or perpetuate their businesses, and the process doesn't have to be complicated. This is an important issue to address."

Oak Street Funding, the nation's leading lender for insurance professionals, will have a team focused exclusively on strategic markets at the summit. In addition to exhibiting, they will take confidential, one-on-one appointments to discuss funding needs and options. To schedule a one-on-one appointment with Oak Street Funding at the conference, contact Chief Marketing Officer Carissa Newton at carissa.newton@oakstreetfunding.com or 317-428-3834.

"We're excited to expand our partnership with the TMPAA this year," said Oak Street Funding CEO and President Rick Dennen. "Our team of professionals understands the unique needs of retail agencies, MGAs, wholesalers and program administrators. We look forward to participating at the summit and meeting agency owners."

Attending the conference from Oak Street Funding will be Kelly Droulliard, Chris McAtee, and Kirsten Petras, as well as Todd Gray and Rick Dennen. For more information about the 2013 Target Market Conference, visit www.targetmkts.com.

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.

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