Your Typical Financing Needs:

» Acquire an Agency!
» Working Capital!
» Pay off Business Debt!
» Field a Marketing Campaign!
» Buy another Book of Business!
» Purchase Leads/Invest in Technology!
» Plan for Retirement/Succession!

Loans provided through this program don't require agents to risk their personal credit, their customer relationships, or control of the business they have built.

The loan is repaid out of their future commission stream, helping them save money and grow your agency aggressively.

This loan program is exclusively for the insurance industry, each loan is prepared to customize an individual borrowers needs, collateral, and cash flow.

Agents choose the loan terms, including a competitive interest rate and a duration of up to 10 years, and can decide which block of business to use as collateral.

In most cases, personal credit is not an issue.


Types of Insurance Policies Commonly Used as Collateral:

» Long-Term Care!
» Individual Disability!
» Medicare Supplement!
» Whole Life!
» Individual Major Medical!
» Critical Illness !
» Term Life!
» Small/Medium Group!
» Automobile Major Medical!
» Homeowners!
» Commercial Lines!
» Long-haul Trucking!
» Variable Annuities!


Get higher advance rates than banks, with loan amounts varying from $25,000 to $10 million. Loans can be funded very quickly, normally within two weeks.