Exclusivefocus Spring 2013 - National Association of Professional ...

More documents

Recommendations

Info

FINANCING FOR ALLSTATE AGENTS Use a loan or line of credit to: • Acquire an agency to increase market share and build your revenue stream • Consolidate business debt accumulated on high interest rate credit cards Whether you’re an insurance agent that is planning to retire, trying to grow your agency or looking for an agency to buy, you need resources and cash to accomplish your goals. Oak Street Funding has provided loans to insurance agents and brokers worth hundreds of millions of dollars. As a result, we have a great understanding of the insurance marketplace and insurance agencies and can quickly evaluate and structure agency loans. Premiums Policyholders Allstate Commission Pmt Agreement Cash Collateral Account (CCA) • Hire a producer to add top line revenue • Purchase leads to expand into other markets relation Customer ship Agent Excess commissions swept to agent within a few days OSF loan payment • Upgrade technology to increase efficiency • Launch a marketing campaign to grow your client base • Redesign your website to generate more leads Contact us today at 1-877-879-6771 Our loans are designed so that your agency’s future renewal commissions support the repayment of the loan, with little out-of-pocket cash. If you’re considering buying or selling an insurance agency book of business as part of a perpetuation plan, consider our financing options. In most cases the agency seller’s commission stream can be used as collateral for a loan. Oak Street Funding is a direct lender and handles its loan processing in-house. This means your business loan is never sold to another finance company or bank. For more information, contact us or visit us online: oakstreetfunding.com/DriveNAPAA. * The materials in these papers 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 these materials, 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.
Financing exclusively for insurance professionals TAKING YOU WHERE BANKS WON’T. Take our FREE Agency Assessment to find opportunities and resources for growth • ACQUIRE AN AGENCY • INVEST IN GROWTH • SELL YOUR BUSINESS Drive your insurance business to success with financing from Oak Street Funding. With minimal out-of-pocket cash, you can purchase a block of business, hire a producer, invest in technology and more by leveraging commission streams. Whether you need $10,000 or $10,000,000, we can customize a loan for your needs. When banks won’t help, Oak Street Funding will. Call us now or take our free online business assessment to access opportunities and resources for growth: oakstreetfunding.com/DriveNAPAA. 1-866-OAK FUND | oakstreetfunding.com/Journey 1-877-879-6771 | oakstreetfunding.com/DriveNAPAA Loans and lines of credit subject to approval. California residents: Loans made pursuant to a Department of Corporations California Finance Lenders License. Potential borrowers are responsible for their own due diligence on acquisitions.
Page 1 and 2: Direct Mail Reinvented Agent Pensio
Page 3 and 4: L APPROVAL We’re lending to Allst
Page 5 and 6: Grow your business. Hear what our a
Page 7 and 8: “Is your agency planted in good s
Page 9 and 10: INDEPENDENCE IS A CHOICE • Put Yo
Page 11 and 12: Spring 2013 Exclusivefocus — 11
Page 13 and 14: a compelling speech about staying p
Page 15 and 16: fice in order to attend company mee
Page 17 and 18: will be increased if there are more
Page 21 and 22: away that it would not violate the
Page 23 and 24: This Is For 25 Fast Acting, Lucky A
Page 25 and 26: The Ki ndness Revol uti on Welcome
Page 27: uying and selling Seller Transparen
Page 31 and 32: Break the Shackles... Get EXCITED A
Page 33 and 34: to maintain the tax deferred status
Page 35 and 36: challenge is to identify homeowners
Page 37 and 38: feature The Saboteurs By Dave Thorp
Page 39 and 40: sales and marketing Should Your Age
Page 43 and 44: complicated concepts through the fi
Page 45 and 46: ful, would have been less problemat
Page 47 and 48: DirectWriter magazine, the forerunn
Page 49 and 50: READY. AIM. SUCCEED. Right on targe
Page 51 and 52: Confidential NAPAA Membership Appli
Page 53 and 54: the NAPAA market place Agencies for
Page 55: Insurance Professionals: IS IT TIME

Exclusivefocus Spring 2013 - National Association of Professional ...

Create successful ePaper yourself

Delete template?

Save as template?