Lending Services

Financial Lending Services

WE SPECIALIZE IN ASSISTING INDEPENDENT INSURANCE AGENCIES WITH FUNDING FOR:

– Employee or Family Insurance Agency Purchases
– If you have found a buyer and your buyer needs assistance in obtaining financing to purchase an agency
– If you have found an independent insurance agency to purchase and you need financing

We assist in putting together the documents and schedules needed for a successful closing.  We also assist in the negotiation of the rate and term.