by Ben Rodriguez | Sep 11, 2019 | Blog
How Do Lenders Define Risk? The primary consideration for lenders when evaluating a new insurance agency loan is risk. If you are considering a loan for your insurance agency, it is important to understand how most lenders perceive risk. Often, lenders discern risk...
by Ben Rodriguez | Sep 11, 2019 | Blog
Evaluating Your Options When Choosing an Insurance Agency Lender Who you get a loan from can be just as important a consideration as what kind of loan you get. Consider these variables when you’re assessing different lending sources: Focus: When contemplating a loan,...
by Ben Rodriguez | Sep 11, 2019 | Blog
Are you thinking about buying an insurance agency? Here are some things to consider. Are you prepared?Being prepared consists of 3 main components.Experience: Have experience in selling insurance. Insurance sales experience is crucial to your success as an insurance...
by Ben Rodriguez | Sep 11, 2019 | Blog
Customer Experience Survey Results for 2017 and 2018. In 2017, Capital Resources began surveying each new and existing customer who obtains an insurance agency loan from us. The results have been overwhelmingly positive. The survey is intended to better understand how...
by Ben Rodriguez | Sep 11, 2019 | Blog
Why Do I Need Life Insurance for an Insurance Agency Loan? There is a lot that goes into applying for and obtaining a business loan for your small business. Applications, personal financial statements, tax returns, profit and loss statements and business reports are...
by Ben Rodriguez | Sep 11, 2019 | Blog
Obtaining a business loan for your insurance agency shouldn’t be so confusing… …unfortunately it can be. When evaluating your loan options consider the following 4 main variables: What is your primary objective/reason the loan. What costs will be...
