Insurance Agency Loans
Offered by Capital Resources, a C&I lender specializing in originating loans to small to medium-sized business in the insurance industry, these loans are for agency acquisition and debt refinancing. The loans are originated using strict underwriting guidelines with thorough documentation requirements and full loan servicing. The lender’s specialization has allowed it to provide community bankers with loan products for over a decade.
Capital Resources specializes in loans for independent insurance professionals, as well as captive Allstate and Farmers insurance agency owners. Capital Resources offers years of industry experience, including lending, loan servicing, insurance agency ownership and management, insurance company representation, and merger/acquisition facilitation.
Capital Resources offers community banks the opportunity to expand their geographic reach while increasing industry diversification through the purchase of strategic loan participations that are designed to increase and strengthen loan portfolios.