INSURANCE AGENCY AND FINANCIAL ADVISORY LOAN INSIGHTS
At Capital Resources, our goal is to provide you with information and learnings from our experts, insurance agency and financial advisory loan insights, that have a combined 80+ years of Financial Advisory and Insurance Agency Lending experience. We strongly encourage conversation and would love to hear your thoughts on these topics. What challenges are facing you, the agency owner? Let us know by connecting with us on
Video Content
Why Choose Capital Resources? Cash Flow
Why Choose Capital Resources? Better Cash Flow.For most insurance agency owners, the single most important factor to them when considering an...
Why Choose Capital Resources? Our Focus
At Capital Resources, we specialize in making loans to current and aspiring insurance agency owners. In fact, its all we do.You are our focus. At...
Why Choose Capital Resources? Our Commitment
You will not find a lender more committed to lending to current and aspiring insurance agency owners than Capital Resources.We’re in it for the long...
Why Choose Capital Resources? We Believe in You
Why Choose Capital Resources as Your Agency Lender? We Believe In YouWe won’t require that you ask Uncle Sam for help. Many of the banks that have...
Why Choose Capital Resources? We Provide Real Solutions
Why Choose Capital Resources for Insurance Agency Loan? We Provide Real Solutions.At Capital Resources, we don’t use a one size fits all approach....
Written Content
Why Your EIDL Loan Could Prevent You From Getting Another Business Loan
Why Your EIDL Loan Could Prevent You From Getting Another Business Loan Many business owners took SBA EIDL loans during COVID without realizing the...
The Best Loans for Independent Insurance Agencies in 2026
The Best Loans for Independent Insurance Agencies in 2026 If you're an independent insurance agency owner looking to acquire a book of...
Top 5 Myths About Selling Your Insurance Agency
Top 5 Myths About Selling Your Insurance Agency Selling your insurance agency can feel like a big step. You’ve built strong client...
What Is a Working Capital Loan?
What Is a Working Capital Loan? A working capital loan is a type of short-term funding that helps business owners pay for everyday...
How to Choose the Right Lender for Your Insurance Business
How to Choose the Right Lender for Your Insurance Business If you’re thinking about buying an insurance agency, expanding your book of...
How to Sell Your Insurance Agency: A Step-by-Step Guide
How to Sell Your Insurance Agency: A Step-by-Step Guide Thinking about selling your insurance agency? You’re not alone. Many agency owners...
Loan Options for Investment Advisors Looking to Grow Their Practice
Loan Options for Investment Advisors Looking to Grow Their Practice If you're a registered investment advisor (RIA), you've worked hard to build...
How to Close on a New Insurance Agency or Financial Advisory Practice by End of 2025
How to Close on a New Insurance Agency or Financial Advisory Practice by End of 2025 If your goal is to buy an insurance agency or launch an...
Seller Financing vs Traditional Lending for Insurance Agencies
Seller Financing vs Traditional Lending for Insurance Agencies Thinking about buying or selling an insurance agency? You’re not alone. Many agency...
Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year
PRESS RELEASESeptember 16, 2025 Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year The firm is on...