ClassicPlan

December 18, 2024

To Our Valued Customers, Trusted Partners, and Dedicated Team Members,

As we celebrate ClassicPlan’s 40th anniversary, I can’t help but reflect on how far we’ve come. What started as a small one-room office in Chino back in 1984 has grown into something truly special, a leader in the premium financing industry. This incredible 40-year milestone isn’t just about the passage of time; it’s about the vision, hard work, and dedication that my parents, Peter and Barbara Walski, and Neil O’Shea poured into this company. Their dream has become the legacy we are all proud to carry forward today.

The journey hasn’t always been easy. We have faced challenges and embraced opportunities, but through it all, one thing has remained constant: our commitment to serving our clients with exceptional service and innovative solutions. Our success comes down to one thing: relationships. It’s the trust we’ve built with our clients, partners, and employees over the years that makes everything we do possible. Each of you has played a key role in shaping who we are today, and for that, I am endlessly grateful.

Funding the American Dream

At ClassicPlan, we’ve always believed in something bigger than ourselves: the pursuit of the American Dream. Whether it’s helping commercial businesses or individuals take that next big step, our purpose is clear — to provide financial support that empowers growth and opportunity.

This purpose is what drives us every single day. It’s why we strive to build strong partnerships, support our community, and create an environment where our employees can thrive. For 40 years, this purpose has been at the heart of everything we do, and it’s what inspires us to keep moving forward.

Looking Ahead

As we look to the future, I couldn’t be more excited about what’s ahead. The world of premium financing is evolving rapidly, and ClassicPlan is ready to lead the way. We’re doubling down on innovation, finding new ways to serve our clients and exceed expectations, while staying true to the core values that got us here: Professionalism, Innovation, Quality, Integrity and Caring.

So today, let’s take a moment to honor where we have been, celebrate where we are, and look forward to where we are going. Thank you for being such an important part of ClassicPlan’s story. We couldn’t have achieved this without you, and I’m thrilled to see what we can accomplish together in the years ahead.

Here’s to all of us and the bright future ahead!

Best Regards,

Jim Walski

President

ClassicPlan offers a full range of flexible premium finance solutions for insurance agency producers that fit their clients’ individual situations.